Experience

• Valeo Financial Advisors                                                                                                                                                              August 2021- Present

• Financial Advising Intern​

  • Supported advisors with all required follow-up items from client meetings.

  • Reviewed client financials throughout the year to maximize deductions and credits, reduce tax liabilities, and manage credit.

• Prepared reports for regular analysis of client investments, risk management, cash flow, taxes, and estate planning.

• Aon                                                                                                                                                                                                        June 2021-August 2021

• Financial Leadership Program Intern | Controllership Department​​

  • Contributed and created both a community outreach event and a plethora of finance deliverables alongside other colleagues and presented to senior management. 

  • Rehabilitated excess cost center accounts to ease quarter-end financial statement consolidation.

• Navigated risk management and legal reserves to allow company-wide departments to continue accumulating revenue. 

• Langham Logistics                                                                                                                                                                                                      May 2021 

• Case Competiton Winner

  • Collaborated with five-member team to develop growth strategies for Langham to implement in its pharmaceutical and life sciences division.

  • Conducted extensive industry research, identifying key customers and competitors in the market.

  • Presented market research and competitor analysis to track and manage customer relationships.

• Barret Paving Material                                                                                                                                                             June 2020-August 2020​

• Accounting Intern​

  • Created regression model for all plant sites to support accurate month end expense accruals.

• Completed internship project focused on the value of transitioning to electronic invoicing of accounts receivables; presented final analysis and recommendations to corporate Finance leadership.

• Performed and analyzed weekly job cost reports; partnered with field project managers to ensure accuracy. 

• Earth Charter Indiana                                                                                                                                                             June 2020-January 2021

• ​Finance Intern

  • Executed the transitioning of all current and historical financial information to QuickBooks.

  • Handled month end reconciliations, developed an appropriate and organized chart of accounts, and posted journal entries for monthly payroll.