Worked closely with various affiliated countries to coordinate internal reinsurance settlements, booked affiliated reinsurance transactions where necessary, and maintained the reconciliation of corresponding subledgers.
Assisted with the preparation of monthly, quarterly, and year-end financial closings requiring booking of PeopleSoft journal entries, prepared financial reporting packages, reconciliation of cash activity, and intercompany transactions.
Ran queries to update Excel templates monthly and analyzed current month’s actual reinsurance activity versus expected activity.
Investigated and researched any questions that arose from our various affiliates regarding premiums and losses.
Provided accounting support in the analysis of foreign currency fluctuations across the balance sheet.
Supported the reconciliation and maintenance of collateral instruments related to third party Reinsurance balances.
Provided accounting support for various ad hoc requests when required.
Investment Analyst
Ironhold Capital
New York, NY
03.2021 - 07.2021
Performed extensive analytical investment calculations and developed detailed reports for my team.
Researched market trends and developed strategies to capitalize on emerging opportunities for team evaluation.
Ensured financial and operational performance of the investment funds were closely tracked to maintain portfolio targets.
Monitored and analyzed short and long-term performance of investments against established targets.
Contributed to team's research of new investment opportunities and helped create, implement, and optimize risk management tools for continuous portfolio improvement.
Education
MBA - Finance
Drexel University
Philadelphia, PA
06-2025
Bachelor of Science - Finance and International Business
Drexel University
Philadelphia, PA
12.2022
CFA Level I Candidate - Nov 2024 Exam Date
Skills
Microsoft Excel
Oracle PeopleSoft
Genius Software
Cognos
SharePoint
Facset
Azure
AMORT
GPI Software
Microsoft Teams
Quantum
Blackline
Alturex
Sapiens
Relocation
Willingness to relocate to Boston, MA
Timeline
Financial Analyst
Chubb Insurance
09.2021 - Current
Investment Analyst
Ironhold Capital
03.2021 - 07.2021
MBA - Finance
Drexel University
Bachelor of Science - Finance and International Business