Led all bookkeeping and financial operations for the firm’s brokerage division, including accounts payable/accounts receivable, payroll, and financial statement preparation.
Designed and implemented a custom commission model and payment system for brokers, streamlining calculations, approvals, and payouts.
Oversaw bill pay and treasury functions for property and corporate accounts, ensuring timely disbursements and optimal cash flow management.
Spearheaded the launch of the firm’s investor portal, including data migration and initial setup, improving transparency and investor engagement.
Scaled the firm’s accounting infrastructure, supporting internal holdings and third-party property ownership.
Financial Analyst
First OnSite
Denver, CO
06.2023 - 10.2024
Conducted in-depth financial analysis of potential greenfield opportunities through financial modeling, enabling strategic decision-making and risk assessment.
Prepared comprehensive business decks regarding greenfield opportunities to communicate findings and recommendations to senior management, facilitating clear understanding of the opportunities’ financial viability and potential impacts on the company’s growth.
Assisted in developing and fine-tuning the compensation plan, encompassing commission and bonus structure.
Led the calculation of company-wide carbon emissions, demonstrating a proactive approach to environmental responsibility.
Evaluated and selected optimal carbon emission reduction initiatives, charting a clear path toward achieving carbon neutrality for the organization.
Financial Planning & Analysis Intern
MCA Connect
05.2022 - 08.2022
Analyzed the bill and utilization rates grouped by consultants and clients in order to assure performance targets and profit opportunities were being optimized.
Built a database to track when invoices were sent out and then paid to make sure commissions were paid accurately and timely.
Calculated, summarized, and communicated commission compensation for salesforce bi-weekly and quarter.
Corporate Development Intern
Tall Grass Energy
05.2021 - 07.2021
Assisted in building financial models of various infrastructure related projects.
Analyzed the oil, gas, and sustainable energy industries as well as the strategic pathways towards clean energy.
Participated in implementing a new excess power generation project converting excess power to a cryptocurrency mining system.
Aided in gathering and organizing data for the crude oil trading business.