Collect, analyze, and interpret school election data results; report findings using Salesforce Dashboards and Excel
Coordinate high-priority meetings for a committee of 500 members and NYC officials
Review, approve, and enter weekly timesheets for five employees in the organization's timekeeping system, Kronos
Effectively manage department's $30,000 budget.
Scheduled appointments, meetings and events for management staff.
Managed physical and digital files, monitored spreadsheets and updated reports to coordinate project materials.
Outreach Assistant
BRYDGES Inc
Bronx, NY
01.2019 - Current
Coordinate with a team in preparing annual career development activities
Develop annual career programming proposals.
Implemented community outreach and engagement plans to reach vulnerable communities.
Financial Consultant
Sumitomo Mitsui Financing and Leasing
New York, NY
12.2017 - 02.2019
Analyzed 20-plus financial statements and credit requests weekly to determine applicants' creditworthiness
Managed a portfolio of more than 1,500 obligor with the assistance of 4 other credit officers while skillfully prioritizing a heavy workload to fulfill deadlines
Created and provided credit risk analysis to senior management for important transactions
These have included a $250 million syndicated guarantee facility and $500 thousand construction and transportation accounts.
Reviewed capital projects for financial soundness and compliance with internal policies.
Junior Income Tax
SAS Accounting and Income Tax Services
Brooklyn, NY
01.2012 - 04.2013
Prepared Federal and State tax documents by analyzing financial information and completing forms using tax software
Reviewed financial records to maximize tax credits, adjustments, and payments for the returns
Utilized QuickBooks to record expenses and payroll for business clients.
Analyzed information and assessed liabilities and deductions according to relevant tax codes.
Education
MBA - Business Management
SUNY Empire State College
06.2023
Certification in Financial Management & Advance Analysis -
SUNY Empire State College
01.2022
Bachelor of Arts - Economics
Herbert Lehman College
01.2017
Skills
Financial Analysis
Proficient in
Excel (Pivot Table, Sumifs, Vlookup) Power BI, Kronos, Salesforce, and Thompson Reuters
Scheduling and calendar management
Meticulous attention to detail
Operational processes
Timeline
Administrative Assistant
United Federation of Teachers
05.2019 - Current
Outreach Assistant
BRYDGES Inc
01.2019 - Current
Financial Consultant
Sumitomo Mitsui Financing and Leasing
12.2017 - 02.2019
Junior Income Tax
SAS Accounting and Income Tax Services
01.2012 - 04.2013
MBA - Business Management
SUNY Empire State College
Certification in Financial Management & Advance Analysis -