Utilize Excel to analyze energy usage data, ensuring precise WACOE calculation through thorough examination of customer contracts and addendum records
Conduct in-depth analysis of large datasets to identify discrepancies, ensuring both billing accuracy and achievement of days to invoice goals
Generate daily/monthly reports pertaining to customer billing data, actively contributing to the setup of new accounts
Review the accuracy of financial transactions and play a pivotal role in assessing the financial implications of billing errors.
Team Lead
Beyond Finance
07.2022 - 10.2022
Elevated to a leadership position supporting the Sales Manager, overseeing a team of 15-20 members
Generated and reviewed daily, weekly, and monthly reports to monitor and evaluate team performance
Conducted comprehensive analysis of key performance metrics, identifying areas for enhancement, and delivering tailored feedback to boost individual and team efficacy
Contributed significantly to the development and advancement of new hires within the team.
Account Executive
Beyond Finance
03.2021 - 07.2022
Consistently surpassed monthly targets for new client acquisition and revenue throughout tenure
Evaluated prospective lead generation partners to assess the quality and value of various lead sources
Ranked within the top 10% of the company for closing ratio performance
Demonstrated excellence in client relationship maintenance, achieving a top 10% ranking in client retention rates.
Student Intern
Icarus RT
08.2020 - 12.2020
Conducted in-depth research to identify lucrative growth opportunities in potential new markets, pinpointing areas of highest profitability
Formulated comprehensive financial models and forecasts across multiple scenarios, assessing profitability during business scaling
Interpreted and scrutinized financial statements to monitor trends, effectively identifying opportunities within diverse market segments
Developed multiple valuation models employing various methods, utilized by the company in a grant competition
Delivered clear and impactful presentations and written reports, presenting findings and recommendations with precision and effectiveness.
Education
Master of Business Administration (MBA) - Finance
San Diego State University
01.2020
Bachelor of Science in Health Sciences -
University of Cincinnati
01.2016
Skills
MS Excel
Data Analysis
Interpersonal and Verbal Communication
Financial Modeling
Financial Analysis
Certification
Certified Associate in Project Management (CAPM), Project Management Institute (PMI)