Featured Project
Home Affordability Calculator
A comprehensive tool that helps you understand exactly how much home you can afford. Features detailed mortgage calculations, interactive visualizations, and personalized affordability analysis based on your income, debts, and financial goals.
Launch Calculator→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
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