• Automation: Engineered a two-stage Power Automate workflow, reducing document processing time by 85%.
• Grant Billing: Manage quarterly claims totaling $45K–$100K while maintaining 100% funder compliance.
• Accuracy: Execute daily invoice and PO processing in Microsoft Business Central with 99%+ accuracy.

• Efficiency: Developed custom Excel macros improving processes and saving $1,100 quarterly.
• Volume: Processed 500+ weekly invoices with 100% accuracy and a 124% productivity rate.
• Leadership: Onboarded 7+ associates and audited SOPs to strengthen financial control frameworks.

• Portfolio Management: Managed a $750K portfolio, generating 8% ROI through strategic asset allocation.
• Retention: Maintained 100% retention across 200+ clients with tailored risk-aligned strategies.

GPA: 3.86 / 4.00

Relevant Coursework: Financial Statement Analysis, Corporate Finance, Investment Management, Portfolio Construction, Econometrics

• Comparative analysis of Apple Inc. against S&P 500 and NASDAQ indices using advanced Tableau visualization.
• Developed interactive dashboards to identify correlation trends and volatility patterns.

• Algorithmic back-testing of 50 S&P 500 stocks to identify mean-reversion opportunities.
• Optimized entry/exit parameters to achieve a 16.67% return over the test period.

• Built a comprehensive multi-stage Discounted Cash Flow model using Bloomberg Terminal data.
• Conducted sensitivity analysis resulting in an identified 7% market undervaluation.

Microsoft Power Automate (Workflow Engineering) Advanced Excel (VBA/Macros, Power Pivot) Microsoft Business Central Oracle Cloud Lawson ERP Python (Pandas/NumPy) Tableau Bloomberg Terminal Grant Billing & Funder Compliance High-Volume Invoice Processing Accounts Payable & PO Management Asset Allocation & Portfolio Management GAAP & Internal Controls Account Reconciliation Financial Modeling (DCF) Operational Cost Reduction SOP Auditing & Compliance Associate Onboarding & Mentorship Client Retention Strategy Cross-Functional Collaboration

• Recognized twice for exceptional performance, ownership, and delivery excellence across finance operations.

• Achieved recognition across Equity, Fixed Income, SIP Volume, and New Investor categories for outstanding client outcomes.

• Completed Bloomberg's industry-standard certification covering economics, currencies, fixed income, and equities.

• Completed Harvard's professional program covering consulting frameworks, client engagement, and structured problem-solving.