Experienced with product development, market analysis, and lifecycle management. Utilizes cross-functional collaboration to drive product success and adaptability to changing market needs. Strong understanding of strategic planning and execution to achieve business objectives.
Work History
Product Consultant
2 Years 1 Month
Bank of America | 07.2024 - Current
Acted as subject matter expert for company-wide credit pricing and profitability platform, enhancing understanding and utilization across commercial lending.
Design and present quarterly Tableau dashboards to senior stakeholders, translating pricing and profitability data into strategic recommendations.
Develop new data interpretation methods and reporting frameworks that improve how relationship managers and executives evaluate deal performance.
Partner with cross-functional product and technology teams to drive platform adoption and shape the roadmap for credit pricing tools.
Field and resolve complex pricing and profitability inquiries, serving as the go-to resource for accurate deal interpretation.
Resolved complex pricing and profitability inquiries, ensuring accurate deal interpretation and supporting informed decision-making.
Commercial Associate III
11 Months
Bank of America | 08.2023 - 07.2024
Sourced and evaluated new business opportunities through market research and prospect analysis, enhancing sales pipeline for Market Executive.
Researched industry trends and prospect financials to equip relationship managers for client meetings and pitches.
Developed strategic presentations and monthly market updates analyzing sales performance, loan growth, and treasury sales.
Built strategic presentations and monthly market updates covering sales performance, loan growth, and treasury sales.
Commercial Associate II
11 Months
Bank of America | 09.2022 - 08.2023
Conducted prospect and industry research to identify sales opportunities, enhancing relationship manager outreach.
Built prospect vetting questions and talking points used by relationship managers to qualify and win new business.
Conducted prospect and industry research to identify sales opportunities and support relationship manager outreach.
Partnered with Relationship Managers to prepare targeted client and prospect research for effective meeting engagements.
Land Acquisition Analyst
11 Months
K. Hovnanian Homes | 10.2021 - 09.2022
Conducted market research and developed pro forma financial models to evaluate land acquisition opportunities, determining feasibility against target IRR and margin thresholds.
Collaborated with legal, engineering, and land development teams to evaluate entitlement risk and ensure compliance with zoning, permitting, and municipal code requirements.
Created and delivered acquisition packages to investment committee, detailing deal economics, comps, and go/no-go recommendations.
Managed daily cash positioning and liquidity across 200+ operating and security deposit accounts spanning corporate and property-level entities, ensuring accurate visibility into available funds.
Executed bank reconciliations and recorded journal entries for multi-family and commercial property accounting, resolving discrepancies between bank statements and internal ledgers to ensure accurate financial reporting.
Developed Excel-based cash flow and expense allocation models for treasury forecasting and reporting, enhancing financial visibility and decision-making.
Facilitated Yardi system implementation with IT and Accounting, streamlining rent collection and reconciliation workflows.
Treasury Analyst
11 Months
Enel Green Power | 07.2019 - 06.2020
Executed EFTs, wires, and ACH transactions to fund energy project operations, maintaining positive daily cash positions across the portfolio.
Maintained third-party credit database, monitoring counterparty exposure and project-level obligations to mitigate risks.
Supported trading desk with collateral posting and margin requirements, ensuring compliance with hedging and derivative positions.
Assisted in monthly cash forecasting and liquidity reporting for multiple project entities, enhancing financial visibility.
Customer Service Representative
1 Year 10 Months
Bank of America | 02.2017 - 12.2018
Processed client transactions, ensuring accuracy and compliance with banking regulations.
Promoted banking products, generating leads that contributed to achieving monthly sales targets.
Resolved customer inquiries efficiently, enhancing overall satisfaction and retention rates.
Guided clients through account management processes, ensuring accuracy and compliance with banking regulations.
Collaborated with team members to streamline service delivery, contributing to improved operational workflows.
Advisor Development Summer Analyst
2 Months
Merrill Lynch | 06.2018 - 08.2018
Supported financial advisors in updating client profiles and refining wealth projections to enhance client engagement.
Enhanced Excel models for publicly traded business clients' employee stock ownership, improving accuracy and usability.
Researched and modeled data for a cross-functional summer internship project, contributing to project insights and recommendations.