Loden Sherpa
New York,USA
Summary
Dynamic operations leader with proven success at Palyul Retreat Center, adept in logistics and team management. Expert in financial modeling and analysis, leveraging advanced Excel skills to enhance decision-making. Recognized for exceptional communication and problem-solving abilities, driving efficiency and participant satisfaction during high-pressure events.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Retreat Operations Manager
Palyul Retreat Center
McDonough, New York
07.2025 - 08.2025
- Oversaw daily operations for a month-long retreat serving over 250 participants, managing logistics across housing, registration, safety, rota, and support.
- Led a 5-person ops team, delegating across registration, facilities, visitor flow, and schedule management.
- Reported directly to the senior retreat director (SVP-equivalent), turning strategy into real-time decisions and execution.
- Quickly learned internal tools (Jotform, WhatsApp, room-tracking DB), maintaining accurate, up-to-date records.
- Praised for steady leadership during early arrival surges, mid-retreat housing changes, and final weekend peak activity.
Senior Loan Manager Assistant Intern
ACCOMPANY CAPITAL
Queens, NY
06.2022 - 12.2022
- Analyzed financial data to assess loan applicants’ creditworthiness, supporting the senior loan manager in evaluating risk and lending decisions.
- Created and maintained detailed financial reports using Excel and financial models to highlight clients’ financial health.
- Acted as a daily liaison between clients and Loan Officers, ensuring smooth communication and strong customer service.
- Proactively identified discrepancies and flagged potential risks, contributing to faster and more accurate loan assessments.
Quality Control Intern
DOE - LANGUAGE AND INTERPRETATION UNIT
Long Island City, NY
10.2020 - 12.2020
- Worked with cross-functional teams to improve language and interpretation processes.
- Helped maintain quality control records to support compliance with industry standards.
- Collaborated with interpreters and staff to quickly resolve quality issues.
- Supported the development and review of language materials to ensure accuracy and consistency in service delivery.Participated in cross-functional teams to discuss and implement improvements in language and interpretation processes.
Education
Bachelor of Business Administration - Economics
Baruch College, City University Of New York
New York, NY12.2023
Skills
- Financial Modeling
- Valuation Analysis
- Three Statement Model
- DCF Model
- M&A
- Scenario Analysis
- Sensitivity Analysis
- Ratio Analysis
- Budgeting
- Forecasting
- Advance Excel Skill
- VLOOKUP
- XLOOKUP
- PivotTables
- Formulas
Certification
- Security Industry Essential (SIE) Exam - FINRA, 01/08/24
- Financial Modeling and Valuation Analyst CFI
Timeline
Retreat Operations Manager
Palyul Retreat Center
07.2025 - 08.2025
Senior Loan Manager Assistant Intern
ACCOMPANY CAPITAL
06.2022 - 12.2022
Quality Control Intern
DOE - LANGUAGE AND INTERPRETATION UNIT
10.2020 - 12.2020
Bachelor of Business Administration - Economics
Baruch College, City University Of New York
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