Led and inspired a high-performing team, fostering a culture of accountability and driving branch profitability through effective management, training, and operational efficiency.
Expertly presented tailored loan solutions to current and potential customers, helping them achieve their financial goals while maintaining compliance with industry regulations and underwriting standards.
Streamlined underwriting, boosting processing speed by 30% and reducing errors by 20%.
Conducting audits of underwriting and financial processes to ensure accuracy and adherence to standard
Expert in personal loan products, reducing risk exposure by 25% through a risk evaluation system.
Financial Analyst Intern
Colony Display
06.2023 - 08.2023
Enabled compliance with over 100 regulatory demands by collaborating with Finance and
Accounting to develop and implement system solutions, resulting in a 25% reduction in
compliance-related issues
Worked in a faced-pace environment shadowing and collaborating with team members
on creating 10 visualization for projects through Power BI and Tableau along with
working closely with IT and reporting teams to develop and test 10 critical reports for
commission calculations, boosting performance by 20%
Assisted in the development of 5 key project deliverables, including budgets exceeding
$500 thousand, timelines, plans, and strategies; provided bi-weekly updates to the
project team
Collaborated with 3 senior leaders and the Compensation Department to
model and implement 3 new development plans, improving sales team efficiency by 15%
Tax Consultant Intern
Quantum Tax Solution
06.2022 - 08.2022
Observed and collaborated with consultants during 20 client engagements, enhancing
understanding of client needs and service strategies
Assisted in the preparation of over 100 tax compliance documents, ensuring accurate
filing of taxes for clients, achieving a 98% on-time filing rate
Analyzed financial records for 15 clients to ensure accuracy and compliance with tax
regulations, identifying potential tax credits and deductions that minimized tax liabilities
by an average of 15%
Represented clients in 10 audits and tax-related proceedings, developing strategies that
minimized future tax liabilities by up to 25%
Prepared financial statements and reports
for 15 clients, offering tax planning advice that resulted in optimized tax strategies
Education
Bachelor of Science - Business, Major in Finance Honors