Managed key client accounts across assigned territories, driving a 15% increase in new client acquisition, and a 10% lift in revenue through targeted outreach and relationship management.
Developed and delivered detailed sales reports and executive presentations, highlighting KPIs and strategic growth insights that shaped leadership decisions and expanded market share.
Consistently exceeded monthly sales quotas by 15% by leveraging market analysis, lead generation strategies, and strong client rapport to improve conversion rates, and strengthen brand positioning.
Vice President of Membership Experience
Sigma Delta Tau
Tampa, FL
12.2023 - 12.2024
Led initiatives to elevate member engagement and retention, fostering a cohesive culture that supported individual development, and strengthened overall chapter performance.
Mentored a team of chair members, driving operational excellence and increasing leadership applications by 15% through strategic planning and team empowerment.
Implemented targeted onboarding and integration strategies for new members, boosting engagement and retention rates by 8%.
Mediated interpersonal conflicts using active listening and conflict resolution techniques, promoting a collaborative and solution-oriented environment.
Financial Analyst Intern
Long Drink
Boston, MA
05.2024 - 09.2024
Partnered with the CFO to analyze financial statements, using advanced Excel functions and financial platforms (QuickBooks, Sage, Wherefour), to deliver insights that guided executive decisions.
Performed in-depth variance analysis to identify gaps between projected and actual performance, recommending adjustments that improved forecast accuracy by 20%.
Built and enhanced financial models to support budgeting, forecasting, and strategic planning initiatives, increasing the reliability of financial projections.
Strengthened technical proficiency and analytical skillset through financial workshops and continuous feedback from senior analysts, accelerating growth and performance.
Vice President of Programming
Sigma Delta Tau
Tampa, FL
12.2022 - 12.2023
Directed strategic planning and execution of executive board events, partnering with leadership to align initiatives with organizational goals, driving a 30% increase in event attendance, and a 21% rise in member engagement.
Delivered weekly presentations to an audience of 140+ members, using data-driven insights to inform and motivate, resulting in an 18% increase in satisfaction scores, and higher overall participation.
Education
Bachelor of Science - Finance
The University of Tampa
Tampa, FL
05.2025
Skills
Excel and Microsoft Office
Market analysis and research
PowerPoint presentations
CRM software proficiency
Financial analysis and reporting
Accounting and financial software
Cash flow management strategies
Bond valuation techniques
Financial modeling expertise
Bloomberg Terminal usage
Risk management practices
Monte Carlo simulation application
Client relationship management
Strategic planning and execution
Budgeting and forecasting
Affiliations
Personal Finance Club
Sales Institute and Student Sales Advisory Board
Certification
FINRA - Securities Industry Essentials
Mastering the Basics of Microsoft Excel
Excel for Business Analysts
Salesforce CRM
Core Excel skills for Accountants and Financial Professionals