Performed financial statement audits for asset wealth management clients, including private equity firms and hedge funds, with a focus on investment valuation.
Performed cutoff testing over key revenue, expense, and investment accounts, tracing samples to source documents to verify that transactions were recorded in the correct period.
Completed general ledger and journal entry testing, performing substantive procedures over key accounts to identify unusual or high‑risk activity.
Coordinated and led recurring calls with offshore engagement teams, assigning tasks, tracking status, and resolving open questions to keep audits on schedule.
Used Microsoft Excel (lookups, filters) to analyze large data sets and support risk‑focused testing and variance analyses.
Served on the Asset Wealth Management Well‑Being Committee as the Logistics Coordinator, helping plan and organize a variety of engagement and well‑being events for the practice (venue coordination, scheduling, communications, and day‑of execution).
Housing Manager – University Apartments
University at Albany
Albany, NY
08.2022 - 05.2023
Managed two university apartment buildings of 96 residents
Worked in Empire Community Building office for 36 to 50 hours per month performing duties such as responding to student and staff questions, answering telephones, and operating computers and various office equipment
Worked with four other Housing Managers to discuss and plan upcoming campus-wide university events to engage students and residents
Enforced University and Residential Life rules and regulations, creating a safe and enjoyable living environment
Advance Intern
PricewaterhouseCoopers
New York, New York
06.2022 - 07.2022
Supported year‑end audits for corporate clients by performing substantive testing over revenue, expenses, and balance sheet accounts under the guidance of a Senior Associate.
Assisted with subsequent events and cutoff testing, tracing sampled transactions to source documentation to confirm accuracy and proper period recognition.
Collaborated with engagement teams to prioritize testing, track open items, and communicate status updates, contributing to timely completion of audit milestones.
Gained hands‑on exposure to Excel‑based audit procedures and data analysis techniques used to identify unusual trends and potential misstatements.
Resident Assistant – University Quads
University at Albany
Albany
08.2021 - 05.2022
Managed two university residence hall floors of 43 residents (five freshmen and transfer students; 38 first year-resident sophomores
Ran weekly floor meetings to discuss events, developments, and concerns to ensure that students are kept up to date on all University notices and important information
Worked in Colonial Quad office for 10 to 15 hours per month performing duties such as responding to student and staff questions, answering telephones, and operating computers and various office equipment
Enforced University and Residential Life rules and regulations, creating a safe and enjoyable living environment
START Intern
PricewaterhouseCoopers
New York, New York
06.2021 - 07.2021
Participated in PwC’s START internship program, gaining exposure to Assurance practices and the firm’s culture and workflows.
Collaborated with a team of five on a project for FIRST, analyzing donor data to identify trends and opportunities to improve engagement.
Used data analytics tools and Excel to clean, organize, and summarize donor information, supporting the development of actionable insights for the client.
Floor Sales Associate
J. Crew
Nanuet, New York
07.2020 - 08.2020
Engaged positively with each customer, providing professional and polite support for sales and service needs
Bagged, wrapped, and packaged purchases according to customer needs
Calculated pricing, scanned tags, applied discounts, collected payment, and offered receipts to process transactions
Senior Camp Counselor
Camp Ramaquois
Ramapo, New York
06.2019 - 08.2019
Promoted fun, safe, and inclusive environment by monitoring activity of campers to identify and address behavioral issues
Attended daily meetings to communicate 17 campers' needs, progress, and program benchmarks
Protected safety of every person enjoying recreational activities at Ramaquois by enforcing disciplined and consistent policies