About
- I’m a sophomore at Emory University majoring in Business Administration with focus areas in Finance and Accounting, and I previously studied at Syracuse University. - I enjoy solving operational and financial problems through a mix of data, strategy, and teamwork, especially when the impact is measurable. - Through student government, I’ve helped evaluate and allocate $800K+ in annual funding across 150+ student organizations, ensuring strategic and compliant distribution. - I’ve supported process improvements that impacted 400+ client accounts and helped increase internal efficiency by 15–20% across several teams in both financial and consulting environments. - My consulting work with local nonprofits has helped increase volunteer participation by 20% and improved program tracking through new KPI dashboards and benchmarks. - I thrive in fast-paced, collaborative environments and love turning messy data into clear decisions, whether that’s in financial services or impact-driven initi…
Experience
Vice President of Finance
Emory University Student Government Association
Present
- Oversaw the auditing of student organization finances, ensuring compliance with fiscal responsibilities. - Collaborated with the Student Governance Services (SGS) Office to maintain accurate financial records. - Compiled detailed financial reports and conducted treasurer workshops to enhance financial literacy among student organizations. - Attended weekly General Body Meetings and Executive Board meetings to uphold the Finance Code and promote transparency.
Consulting Analyst | Power Bi, Powerpoint, Excel & Data Analysis
Emory Social Impact Consulting · Atlanta, Georgia, United States
Present
- Analyzed Habitat for Humanity Atlanta program data and benchmarked 8–10 local nonprofit initiatives, producing actionable recommendations that improved volunteer coordination efficiency by 15%. - Developed dashboards and presentation materials tracking 5 key KPIs, including volunteer retention, home build completion rates, and donor engagement, enabling leadership to make data-driven decisions. - Converged with a five-member team on community initiatives, increasing volunteer participation 20%.
Research Analyst | Market Research, Credit Analysis, & Financial Analysis
Emory Impact Investing Group · Atlanta, Georgia, United States
Present
- Orchestrated market and impact research on 20+ Atlanta-based microbusinesses, analyzing ESG and social impact metrics to evaluate investment readiness and sustainability for microloans ranging from $5,000–$15,000. - Issued quarterly reports on ESG, social impact, and loan performance for the Executive Board, guiding funding decisions. - Liaised with consulting and lending teams to boost portfolio impact tracking 25%, improving accountability.
Disaster Action Team Specialist | Crisis Management & Stakeholder Communication
American Red Cross · Monmouth County, New Jersey, United States
Present
- Selected to support disaster casework and emergency response operations, developing resilience under pressure, a critical skill during fast-paced live deal execution. - Engaged in 5+ response simulations, focusing on rapid assessment and real-time communication with clients and internal teams. - Gained exposure to triaging needs, resource planning, and team-based problem solving, transferable to transaction management.
Assistant Vice President of Budgets | Financial Analysis & Capital Allocation Strategy
Emory University College Council · Atlanta, Georgia, United States
- Lead financial review of $800K+ in student government funding, analyzing budgets for 150+ organizations to support resource allocation and compliance, similar to capital budgeting and resource deployment in corporate finance. - Evaluated $20K+ in funding requests per cycle, applying structured analysis to prioritize ROI and mission alignment. - Streamlined internal budget approval process, reducing evaluation turnaround time by 30% through improved Excel templates and review workflows. - Liaised with student executives and university finance staff to maintain transparency and fiscal responsibility, mirroring stakeholder coordination in deal teams.
Wealth Management Intern | Trade Support, Data Analysis & Client Portfolio Reporting
Allied Wealth Partners · Parsippany, New Jersey, United States
- Executed 100+ fixed income and annuity trades, maintaining zero processing errors and producing audit-compliant documentation, precision required in transaction processing. - Managed and reconciled 400+ client accounts, ensuring accurate reporting, asset allocation tracking, and advisor insights. - Built Excel dashboards that automated portfolio tracking and improved reporting efficiency by 20%, contributing to clearer client communication and faster analysis. - Coordinated advisors in preparing for portfolio reviews, a foundational skill for IB analysts producing client-ready materials.
Administrative Representative | Crm Analysis, Financial Reporting & Account Support
Cetera Financial Group · Parsippany, New Jersey, United States
- Compiled and maintained 150+ client files in Redtail CRM, improving access to data for advisors and internal teams. - Prepared 50+ quarterly reports with performance metrics, risk allocation, and investment summaries, reinforcing accuracy in financial reporting. - Reconciled 100+ investment accounts, ensuring accuracy in client portfolios, a key competency for M&A due diligence and deal support. - Completed 3 national training programs in investment products and financial planning, built foundational understanding of capital markets and client strategy.
Education
Emory University - Goizueta Business School
BBA, Business Administration (Accounting and Finance Tracks)
Syracuse University
Bachelor of Science - BS, Accounting and Finance
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