NIYAH WITTER
Wharton,NJ
Summary
Analytical and perceptive Expense Analyst known for producing high-quality work and supporting CFO-level decision-making. Specialized skills include financial data analysis, budget forecasting, and cost reduction strategies.
After transitioning from a New York-based role to pursue NJ-based opportunities, I focused on active trading and entrepreneurial initiatives while working part-time in a family business. This experience sharpened my analytical skills, risk management approach, and financial judgment. I am now eager to apply these skills within a structured corporate finance environment.
Overview
6
6
years of professional experience
Work History
Expense Analyst
Guggenheim Securities
New York, USA
04.2024 - 07.2025
- Reviewed and evaluated 15-20 high-value pre-approval requests per week across client entertainment, internal events, recruiting, CSR, and deal-related expenses, ensuring compliance with firm policy and budget guidelines.
- Analyzed expense proposals of up to $100K+, supporting oversight of multi-million-dollar annual event and client engagement budgets and informing CFO-level decision-making.
- Partnered with the CFO on a weekly basis to prepare and present detailed summaries of proposed expenses, supporting strategic budgetary decisions and policy compliance.
- Evaluated expense requests for 1,000+ firmwide employees and collaborated with bankers and executive assistants to extract key event details and ensure accurate, policy-aligned submissions.
- Tracked budget vs. actual spend for approved events and supported ad hoc financial analyses and reporting for senior finance leadership.
Finance Intern
Wave HDC
Remote
06.2023 - 12.2023
- Formulated a company-wide growth strategy and determined required investment capital to support a 100% revenue increase.
- Spearheaded a trade show finance project, creating budgets for 10+ events to guide participation decisions.
- Built an ROI calculator template for marketing and finance teams using projected MRR and cost assumptions.
General Manager
CycleBar
Denville, USA
06.2022 - 12.2022
- Increased membership base by 16% by improving conversion rates and sales processes.
- Generated 350+ leads through networking events and managed a 5-person sales team.
- Collaborated with franchise owner and corporate to improve profitability and marketing strategy.
Lead Front Desk Sales Associate
CycleBar
Denville, USA
12.2019 - 05.2022
- Exceeded engagement targets by cold calling 35+ leads per shift.
- Resolved customer account issues and trained 5 new associates in sales and operations.
Education
B.S. - Finance
Rutgers Business School
Newark, NJ01-2024
A.S. - Business Administration
County College of Morris
Randolph, NJ12.2021
Skills
- Excel (VLOOKUP, IFs, Pivot Tables, ROI, NPV)
- MS Office Suite
- QuickBooks, Salesforce
- Financial analysis
- Budget management
- Expense analysis
- Attention to detail
- Communication
- Problem solving
Websites
Timeline
Expense Analyst
Guggenheim Securities
04.2024 - 07.2025
Finance Intern
Wave HDC
06.2023 - 12.2023
General Manager
CycleBar
06.2022 - 12.2022
Lead Front Desk Sales Associate
CycleBar
12.2019 - 05.2022
B.S. - Finance
Rutgers Business School
A.S. - Business Administration
County College of Morris