Experience
Capital Markets Associate
Above Lending
January 2025 - Present
- -Streamlined reporting processes by consolidating redundant workbooks and improving SQL code clarity, reducing reporting prep time by 30%
- -Visualized loss curves and forecasted monthly vintage performance for $100MM+ loan portfolios to inform internal decision-making
- -Interpreted credit agreements and corrected report logic, creating $500,000 in leverage at company credit facility
- -Enhanced loan allocation tools and aligned processes with legal documents to ensure regulatory compliance
- -Collaborated cross-functionally to support strategic initiatives across Capital Markets and other teams
Structured Finance Analyst
Golub Capital
September 2022 - December 2024
- -Monitored and analyzed 10+ multi-million dollar asset-backed securities to ensure compliance with covenants
- -Proposed trades of underlying assets to structured products after modeling forecasted performance and risks
- -Advised external teams on compliance by interpreting governing indentures and applicable laws
- -Negotiated terms with rating agencies and presented financial data to bolster our position
Examiner
CME Group
January 2022 - September 2022
- -Reconciled firm-produced and third-party documentation to confirm accuracy of financial statements
- -Organized and disseminated information regarding examinations and abided by CFTC regulations
- -Assisted in testing judgmentally selected samples and researching regulations as part of examination team
Examiner Intern
CME Group
May 2021 - July 2021
- -Prepared workpapers for examinations under guidance of senior examiners
- -Researched relevant CFTC rules for FCMs to support examinations
- -Participated in educational events about CME Group's marketing, trading, legal, and other corporate functions
Regional Tax Intern
EY
January 2020 - March 2020
- -Fulfilled client needs by documenting international tax rules to provide Global Compliance & Reporting tax team
- -Prepared and organized client workpapers and performed substantive analytical procedures
- -Received training regarding corporate tax return preparation and computation of tax liability for different entities
Accounting Intern
R.J. O'Brien & Associates LLC
June 2019 - August 2019
- -Monitored internal controls and utilized XML schema to streamline reporting of monthly regulatory reports
- -Created and analyzed rolling charts in Excel for tracking trends of account balances and ratios
Education
Master of Accountancy
Case Western Reserve University
January 2021 - December 2021
Bachelor of Science in Accounting
Case Western Reserve University — Applied Data Science Minor
August 2017 - December 2021
Skills
ExcelRPythonJavaTableauPowerBIPower AutomateData Analysis
Interests
IllustrationAnimationFluteVolunteeringRunning
Interested in connecting?
Get in Touch→