About
Highly analytical and results-driven Finance and Accounting professional with a Bachelor of Science in Finance and a minor in Information Systems. Proven ability to optimize financial operations, enhance forecasting accuracy, and drive significant cost savings across diverse industries. Eager to leverage strong quantitative skills, advanced financial modeling expertise, and leadership experience to contribute to strategic financial success in a dynamic organization.
Work
CesiumAstro
|Finance & Accounting Intern
Austin, Texas, US
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Summary
Spearheaded the development of a critical inventory forecasting model and managed financial operations for an aerospace manufacturing startup.
Highlights
Developed the firm's inaugural inventory forecasting model, projected to reduce procurement inefficiencies by 15-20% and free up $500K+ in working capital.
Maintained an integrated three-statement financial model, enhancing forecast accuracy by ~10% for month-end close, cash flow forecasting, and scenario planning.
Collaborated with the Controller on month-end accounting, performing reconciliations and variance analysis across $2M+ in general ledger accounts.
Automated financial reporting using Power Query and dynamic Excel, reducing delivery time by 75%.
Coordinated cross-functionally with supply chain and engineering to align forecasts with Bill of Materials (BOM) and production timelines within a 120-person startup.
UT Dallas Interfraternity Council
|President
Plano, Texas, US
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Summary
Provided strategic leadership and oversight for a large interfraternity council, enhancing university representation and member collaboration.
Highlights
Represented UT Dallas at the AFLV Central Conference, the largest Greek life conference in the U.S., enhancing university visibility and securing future leadership opportunities.
Led executive operations for nine fraternities and over 300 members, significantly improving collaboration and financial planning.
UT Dallas Interfraternity Council
|Vice President of Finance
Plano, Texas, US
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Summary
Managed the financial operations and budget for the university's interfraternity council.
Highlights
Managed a $3,500 per semester budget, optimizing fund allocation and ensuring financial transparency for the council.
Home Partners of America
|Financial Planning & Analysis Intern
Plano, Texas, US
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Summary
Improved financial forecasting accuracy and optimized cash flow for a real estate investment firm, contributing to significant cost savings.
Highlights
Enhanced forecasting accuracy by 10% and reduced budgeting errors, saving $500K annually through advanced financial modeling.
Increased cash flow precision by 15%, optimizing liquidity planning and saving ~$250K in reserves.
Reduced budget variances and prevented $200K in deviations by strengthening financial controls and enhancing variance analysis.
Streamlined financial reporting, reducing manual work hours and saving ~$50K in labor costs, while improving decision-making efficiency.
Fidelity Investments
|Financial Services Client Experience Intern
Westlake, Texas, US
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Summary
Optimized client service operations and improved client satisfaction for a leading financial services firm.
Highlights
Increased operational efficiency by 30%, saving $150K in labor costs through financial modeling improvements in Excel.
Achieved 100% customer satisfaction and retained over $1M in client assets by resolving 85%+ of 181 client issues.
Streamlined client onboarding, reducing account setup time by 20% and enhancing service speed, which improved client retention.
Kappa Sigma
|Fundraising Chairperson
Plano, Texas, US
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Summary
Led fundraising initiatives for a fraternity, significantly increasing financial contributions.
Highlights
Organized five fundraising events, increasing funds raised by 510% and generating $1,500 within one semester.
Education
The University of Texas at Dallas
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Bachelor of Science
Finance; Information Systems and Technology
Grade: 3.63
Languages
English
Spanish
Skills
Tools
Microsoft Excel (Advanced), Capital IQ, Power BI, Tableau.
Programming
SQL, Python for Finance.
Finance
Financial Modeling, Financial Statement Analysis, Valuation Techniques, Risk Management, Portfolio Management, Asset Management.
Languages
Conversational Spanish, English.
Interests
Organizations
Kappa Sigma, Financial Leadership Association, Interfraternity Council, Real Estate Club.