Description
Federal Credit Union Binghamton, NY Finance Dept. Accounts Payable Clerk May 2018 - August 2018 * Performed daily balancing of A/P general ledger accounts, researching and reconciling excepted balances * Calculated changes in accrued and deferred expense accounts and updated balances to reflect accurate expenses * Processed 2500 approval to pay forms which cleared weeks of backlogged invoices and improved team productivity * Built an index of A/P approval to pay forms, digitizing forms for better file maintenance, easier access, and uniformity Binghamton University, School of Management Binghamton, NY Financial Management Teaching Assistant August 2018 - December 2018 * Supervised two discussion sessions every week, fielding questions about lecture, homework, and textbook reading * Wrote problem sets for students to reinforce fundamental financial concepts * Provided individualized attention to students struggling with course practicum and comprehension Binghamton University Investment Fund Binghamton, NY Analyst, Healthcare Sector August 2018 - Present * Built DCF models in Excel to establish price targets for stock holdings and potential purchases of the student-run portfolio * Monitored Medtronic, HealthEquity, and UHS holdings' price, projections, and relevant news on a weekly basis * Pitched Johnson and Johnson and HealthEquity as potential holdings using comparable analysis and FCF price setting
Work Experience
COMPANY | POSITION HELD | DATES WORKED |
---|---|---|
(Confidential) | Volunteer | 1/2019 - Present |
Cfa Research Challenge Competition | Equity Research Analyst | 10/2018 - 1/2019 |
U Pitt / Dick's Sporting Goods Business Analytics National Competition | Data Analyst | 5/2017 - 10/2018 |
Management Consulting Group | Consulting Development Program Mentee | 2/2017 - 5/2017 |