Sign in


Wappingers Falls, NY
July 30, 2020

Contact this candidate



** ****** ***** ********** ***** NY, 12590 845-***-**** OBJECTIVE

To obtain an entry-level position in the field of finance that utilizes my skills and experience in financial statement analysis, financial modeling, markets and investments EDUCATION

Marist College, Poughkeepsie, NY May 2019

Bachelor of Science in Finance, Cum Laude

Minor in Political Science


Wilson Elser Moskowitz Edelman & Dicker October 2019 – Present E-Billing Budget Compliance Analyst

• Analyze budget variances to solve phase and expense level exhaustion issues, working with attorneys to resubmit budgets for approval by clients

• Utilize Excel to create reports on budget approvals for senior management to keep them up to date on the total dollar amount of invoices at issue

• Responsible for creating daily report to be distributed to team members for daily work assignments

• Perform accruals to keep clients informed on total spend for the month and year to date

• Maintain data integrity between numerous spreadsheets, software and billing websites Hudson Valley Federal Credit Union, Poughkeepsie, NY January 2019 – May 2019 Consumer Lending Intern

• Funded and booked over $1 million in loans to drive top line growth

• Processed loan packages by ensuring correct interest rate, finance change, and term all match the contract and all forms are completed to guarantee compliance with the law

• Created credit union membership for borrowers

• Paid off internal loans by debiting proper accounts when outstanding loan was present

• Interacted with clients to correct and complete forms in the event of a fund delay Gold’s Gym, Lagrange, NY October 2014 – January 2019 Front Desk Associate

• Performed administrative tasks including answering phones, filing paperwork and processing payments

• Assisted in sales by completing cold calls, participating in marketing events, and gathering leads on potential new members

• Assisted membership consultants with processing member transactions including canceling and freezing memberships

• Worked with members on all billing questions and discrepancies

• Assisted members with equipment utilizing knowledge of the fitness industry

• Trained new employees on policies and procedures to ensure success upon hire DCH Toyota, Wappingers Falls, NY November 2016 – April 2017 Lot Attendant

• Greeted customers upon arrival for service appointments

• Assisted service writers with uncovering customer needs

• Parked and retrieved cards from designated lots and delivered repair orders as needed

• Ensured organizational goals were met and adhered to company policies at all times to provide an excellent client experience


Bloomberg Market Concepts (BMC)


Member, Political Club, Marist College

Volunteer, March of Dimes and American Heart Association

Contact this candidate