Intern
Preferred Small Business Solutions
Hoboken
06.2025 - 08.2025
- Developed and implemented customized financial dashboards for clients using Reach Reporting.
- Collaborated with team members to plan and execute projects, enhancing team alignment and workflow.
- Prepared comprehensive reports summarizing project progress and results for management review, facilitating informed decision-making.
- Created custom reports, data sheets, and graphs to enhance financial reporting accuracy, providing clients with clearer insights.
- Automated data syncing and report generation, minimizing manual effort and ensuring timely delivery.
