Financial Reporting Human Resources

SKILLS

Microsoft Office

Communication

Audit Reconciliation

Financial Analysis

Employee Relations

Treasury Management

Financial Reporting

Amazon Web Services

Fund Accounting

PROFESSIONAL EXPERIENCE

Northern Trust Corporation 5/22-Present

Senior Analyst, Unitized Valuation & Reporting Services (UVRS) Chicago, IL (Hybrid)

Managed the accounting and financial reporting for dozens of Fortune 500 clients and their multi-billion dollar portfolios of investment vehicles, including mutual funds, loan, and publicly-traded stock holdings.

Prepared and reviewed daily NAV calculations, ensuring decimal-point accuracy and compliance with regulatory standards.

Manage 100+ institutional accounts with assets exceeding $2 billion, ensuring 99% accuracy in daily financial reporting.

Calculated and reported NAV for assets worth north of $1 billion across equity, fixed income, and alternative investments

Served as financial representative regarding the NAVs of clients ranging from Fortune 500 companies, Investment Management Firms with $1 trillion in AUM, and state/local government retirement holdings.

Reconciled fund accounts and securities, processed wire transactions, and verified fund expenses including management and performance fees.

Generated financial statements and performance reports for internal stakeholders and external auditors on a daily as well as a monthly, quarterly, and annual basis.

Collaborated with custodial recordkeepers to resolve discrepancies and answer queries related to fund performance.

Amazon 3/21-4/22

Senior Human Resources Assistant Shakopee, MN

Senior Human Resources Assistant Waukegan, IL

Served as the first point of contact with employees.

Assisted associates of fulfillment centers with hiring and onboarding as well as routine, day-to-day queries about time, attendance, salary, and payments.

Supported managers with routine, day-to-day HR questions, needs, and inquiries, providing quality and timely solutions 95%+ of the cases.

Helped build an inclusive and diverse relationship between associates and leadership figures.

Worked to maintain facility equipment and engagement, monitor feedback from staff, and drive retention and reward programs.

Became a trusted adviser to leadership teams, a recruiter for a variety of mid-range and senior roles, and a liaison between associates and higher-ups.

Served as investigator into allegations of workplace misconduct and violations of Amazon policy, developing my skills in the occasionally tough tasks of disciplinary action as well as attrition.

Revolutionized the voting process for the fulfillment center's Employee of the Month project. Got nominated as warehousing center Employee of Month four times during 2021.

Financial Guru International 1/18-2/21

Finance Associate (Part-time) Deerfield, IL

Analyzed real estate project budgets including IRR analysis for 3 multi-family projects worth $75 Million.

Researched current economic & market data, such as available stocks and ETFs, to prepare market-linked real-time spreadsheets for about 450 publicly traded commodities and help individual clients manage their order system by replacing order prices timely.

Analyzed a company client’s $4 million portfolio using Fidelity and Robinhood to assist the team with Buy and Sell orders.

Examined real-time data from stock exchange-listed companies and managed investment vehicles to prepare 15 different lists of stocks and ETF symbols to track across Yahoo Finance, E*TRADE, and Robinhood.

Managed family and corporate client portfolios totaling $4 million and invested stocks and $200k+ YTD ROI on a $300k portfolio.

Underwriter Laboratories 5/19-8/19

Life & Health Science Intern Northbrook, IL

Was one of three inaugural finance interns in the LHS department.

Developed my expertise in Microsoft Excel, regularly charting financial activity using functions such as PivotTables and Vlookup.

Collaborated with UL's pricing and marketing departments on projects involving financial data visualization.

Wrote reports on financial news and transactions involving UL, competitors, and target markets.

EDUCATION

Purdue University 8/16-12/20

Bachelor of Science Degree in Management, w/ a Major in Finance & a Minor in History West Lafayette, IN

Treasurer of Purdue Computer Science Women's Network (CSWN), regularly liaising with university staff accountants to report expenses - as well as with local corporations sponsoring the organization’s activities – while managing hundreds in sponsorship funding.

Inaugural member of Advisory Board the year Purdue founded The Data Mine learning community (or DMAB), where I learned to program in R and SQL to forecast financial performance metrics to the Indiana Emergency Medical Services Association (IEMSA).

Experiential Student Analyst the year the Purdue Research Foundation founded the Student Managed Venture Fund, which proposed investments in local startups to university hedge fund managers.

Member of External Communications Committee of Purdue Chapter of Ascend (a leadership association for Asian management students in Purdue).

Contact this candidate