WORK EXPERIENCE

Fidelity Investments – Westlake, TX Jun. 2020 – May 2023

Financial Analyst 3 Jun. 2022 – May 2023

●Leveraged expert level knowledge of Excel, Power BI, and Tableau to update and maintain critical reports used by decision makers across several of the firm's business units to make strategic business decisions

●Assisted in cross-firm data migration to an on-cloud platform; Performed widespread data validation and provided insights to accelerate further useful data standardization

●Researched and reported on several competitors within the marketplace; Presented these findings to provide strategic insight to decision makers on a quarterly basis

●Led the communication of reporting standards and expectations across business units to establish uniform P&L creation for greater transparency, collaboration, and comparison

●Analyzed, documented, and automated complex reporting processes using SQL and Alteryx to provide accurate, simplified outputs with significant labor cost savings

Associate Financial Analyst Jun. 2020 – Jun. 2022

●Created Excel financial models mapping the movement of clients and their assets ranging from $5M-$100M+ into and out of the firm. Summarized key findings into a slide deck and presented to high-level audience on a monthly basis

●Designed and maintained high level DOMO reports for executives, providing key insights into industry wide assets and flows on a product, asset class, and competitor level, and other key metrics

●Taught and collaborated with newer associates to speed onboarding and educate them on best reporting practices, enabling them to quickly begin providing value to the firm

Fidelity Investments Financial Intern Jun. 2019 – Aug. 2019

●Automated several complex billing processes using RPA tool Blue Prism, freeing up dozens of work hours each month

EDUCATION

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●Texas A&M University, College Station, TX May 2020

●Bachelor of Science in Business Administration Honors, Finance (BSBAD)

●Cumulative GPA: 3.5/4.0

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EXTRACURRICULAR EXPERIENCE

Aggie Investment Club – College Station, TX Aug. 2017 – May 2020

●Competed in multiple semester long trading competitions, with regular meetings delving into different strategies and reasoning behind different members decisions

●Attended multiple securities analysis workshops, acquiring valuable skills and insights into financial modeling and how to best approach market events

PROFESSIONAL SKILLS

Business Intelligence: Power BI, Tableau, Alteryx, DOMO, Business Objects, Salesforce, Microsoft Office

Development/Programming: SQL, Python, VBA, HTML

Financial: Passed CFA Level 2. Extensive experience in Financial Modeling, Asset Valuation, Sensitivity Analysis, NPV/IRR Analysis, Financial Statement Analysis, Journal Entry

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