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Work Background
Municipal Credit UnionSr. Financial Analyst
Jan. 2023New York, NY• Power BI modeling Develop pricing model to evaluate and determine benchmark loan rates, utilized by credit union on a daily basis. • Manage annual budgeting process and forecasting. • Implement profitability model and analyze loan and deposit product profitability. • Develop financial plans and reports to present to senior leaders. • Ad hoc financial analysis for departments across the enterprise.
Customers BankSr. Data Analyst- Business Intelligence
Dec. 2021 - Jan. 2023Malvern, PA• Manage team of 2-3 data analysts. • Develop actionable templates for data analysis. • Serve as product/change advocate to work with internal and external partners. • Manage key relationships with external vendor/partner. • Develop ad-hoc reports across the enterprise. • Manage key relationships and communications with internal stakeholders, including risk, compliance, controls, operations, and marketing.
Customers BankProject Risk Analyst
Feb. 2020 - Dec. 2021Phoenixville, PAManage business intelligence projects across the enterprise. • Develop data review process for deep-dive into business unit data needs. • Establish process flow to communicate data requirements for third-party vendor, allowing for timely project completion. • Present analytical findings in a clear and concise manner. • Develop documentation standards. • Point-of-contact for government agency.
VanguardFund Financial Associate
Jan. 2016 - Jan. 2019Malvern, PA
VanguardBrokerage Associate (Stock Broker)
Jan. 2011 - Jan. 2012Malvern, PA
Randstad USACost Basis Contractor at Vanguard
Jan. 2010 - Jan. 2011Wayne, PA
Capstone RealtyProperty Manager
Jan. 2003 - Jan. 2005Potomac, MD
SodexoCompetitive Intelligence Manager - North America
Jan. 2000 - Jan. 2001Gaithersburg, MDGathered, analyzed and distributed information on industry competitors. Provided actionable recommendations. Communicated to senior management through weekly newsletter.
SodexoProject Manager
Jan. 1998 - Jan. 2000Gaithersburg, MDManaged multiple projects for two senior directors Monitored and summarized progress of projects. Prepared reports and presentations for senior management. Developed spreadsheets to document project needs.
SodexoRetail and Area Support Manager
Jan. 1997 - Jan. 1999Gaithersburg, MDOrganized and oversaw audits for retail units within district to ensure adherence to company standards. Made recommendations to implement new systems, employee roles and team structures. Created reports and action plans to assist managers in implementing change. Responsible for daily operations of cafeteria at Holy Cross Hospital in Silver Sprig, MD. Hired, trained and scheduled 25 direct reports. Ensured compliance to health and food safety standards.
SodexoFood Service Manager
Jan. 1996 - Jan. 1997Gaithersburg, MDManaged food service at Hood College, Frederick, MD. Hired, trained and scheduled student workers. Oversaw food preperation and menu planning. Managed weekly and monthly catering specials to include annual President's Dinner.
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