To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Ready to help team achieve company goals.
Overview
16
16
years of professional experience
Work History
Financial Analyst
JP Morgan Chase
09.2022 - Current
Support CCBSI on select deal and pitch processes
Assist with pitch pages such as team page, public market overview, debt trading levels, benchmarking, financing menu/timeline pages, etc. and standard pages/sections in deal marketing materials, and assist in internal memo preparation (Balance Sheet Committee, briefing memos, account plans, etc.)
Client analysis, which could include: Weekly key industry/client news, Earnings call summaries on key clients, Maintenance of profiles (i.e., company, industry, capitalization, and shareholder overviews), basic profitability exercises, ad-hoc know your customer tasks
Coordinate loan closing process in partnership with deal team and serve as liaison for internal closing partners and post-loan closing items such updating trackers, closing dinners and deal lucites
Collaborate with Analysts and credit underwriting team for basic loan requests including the creation of credit packages
Maintain and spread comps, league tables, and other market pages
Collect and organize ‘data room’ style work and assist with deal management process including creating and managing approval/reporting processes and ensuring all components are completed in efficient and timely manner
Victim Witness Assistant
Department Of Justice
08.2021 - 03.2022
Monitored program performance and outcomes for successful delivery of services.
Managed and supervised administrative and daily program operations, complying with policies and regulations.
Managed cross-functional teams for successful project completion within deadlines and budgets.
Manages confidential and sensitive victim information and adheres to strict data privacy standards.
Provide information on victim compensation to victims of violent crime.
Provide logistical support and assistance to witnesses with respect to directions, transportation, parking, witness fees and travel reimbursement; assistance with airline and lodging arrangements is provided for out-of-state witnesses
Streamlined communication channels to facilitate efficient collaboration among team members and stakeholders.
Human Resource Specialist
Department Of Defense
02.2016 - 02.2021
Managed program security administrative tasks and duties such as filing, updating logs, managing supplies and coordinating with agency personnel.
Manage over 100 customer contacts.
Provide accounting and pay services for military service members.
Experience using various functions of other software types such as calendars, electronic mail, spreadsheets, or graphics.
Interprets and communicates effectively as a subject matter expert in HR policies to customers and acts as the primary information source for military members and their spouses.
Developed record keeping systems for employee records and company documents to optimize operations and reduce project lags.
Analyze pay accounts according to regulations and fiscal laws.
Conducted workplace compliance training to reduce liability risks and operate effectively.
Personnel Specialist
United States Navy
07.2008 - 02.2016
Performed routine office, receptionist, and customer service functions using Microsoft Excel, management of files, manuals, and documents; prepares reports and correspondence, travel and other personnel documents.
Maintain financial and service records of military personnel and prepare military personnel and pay transaction documents utilizing current Automatic Data Processing (ADP) systems.
Proved successful working within tight deadlines and a fast-paced environment.
Wrote and maintained technical and functional specifications to document database intentions and requirements.
Set up and controlled user access levels across databases to protect important data.
Identifies customer-impacting issues and implements solutions and process improvements to increase customer satisfaction.
Prepare military payrolls, and process and audit vouchers supporting receipt and expenditures of public funds and ensure accuracy of accounting data.
Prepared accounting and pay services to deliver successful audits.
Responded to employee questions and requests for information in timely and knowledgeable fashion.
Maintained employee confidence and protected payroll operations by keeping information confidential.
Participate in recruiting and selecting professional and managerial individuals from internal and external sources
Maintained military personnel financial and fiscal records, performed related pay computation; prepares reports; trains counsels evaluates and supervises military personnel with a high degree of confidentiality.
Client Services Specialist & Associate Banker at JP Morgan Chase & Chase BankClient Services Specialist & Associate Banker at JP Morgan Chase & Chase Bank