Ensure timely settlement of $50MM+ in mutual fund shares by serving as a vital liaison directly between clients, managers, and internal teams. Evaluate reconciliation data...more and trade activity for New Jersey and Krakow offices to deliver robust financial overview for upper management. Restructured Excel reporting procedures to reduce time required for morning reporting processes by over 30%.
Presented financial models and projected earnings to venture capital investors in an effort to secure seed funding. Recommended and implemented a key change in go-to-market...more strategy to better position product to succeed at scale. Collaborated with designers and engineers to update the company’s digital presence and deliver a more intuitive user experience.
Integrated a new collections service into nationally established processes to maximize efficacy and profit as the VP of Finance at Pi Lambda Phi. Received best return on investment award in a Rutgers Business School case competition by maximizing a $2,500 marketing budget.