Experience
My experience spans financial and investment analysis, public policy, government, risk and compliance, operations, and strategic research. Below is a closer look at the work and experiences that have shaped my interests and approach to solving problems.
Financial Analyst II
- Oversee performance and reporting for four multibillion-dollar investment funds, working with external consultants to evaluate returns, valuations, liquidity, portfolio developments, and risk.
- Research prospective investment managers and strategies and participate in meetings with firms seeking portfolio inclusion, evaluating performance, risk, strategic fit, and long-term value.
- Prepare presentations and briefing materials for senior leadership, translating investment performance, financial implications, and other complex issues into clear information for decision-making.
- Support financial analysis for strategic initiatives, including Alabama Power's multibillion-dollar U.S. Department of Energy financing.
- Research financial, regulatory, and policy issues and develop white papers and briefing materials used to communicate complex topics to company leadership and external stakeholders.
- Work across teams on projects involving financial analysis, research, regulatory considerations, and broader business strategy.
Grant Coordinator | Financial Analyst — Municipal Finance
- Researched more than $500,000 in public and private funding opportunities for municipal infrastructure and community development projects.
- Evaluated funding programs based on eligibility requirements, project needs, community impact, deadlines, and financial considerations.
- Prepared grant applications, financial analysis, supporting narratives, and compliance documentation for municipal projects.
- Worked with municipal leadership to identify funding options and determine which opportunities best aligned with the town's priorities.
- Developed Excel and Power BI tracking tools for applications, awards, expenditures, reporting requirements, and deadlines.
Graduate Assistant | Operations and Financial Analyst
- Managed staffing, payroll, and scheduling for more than 20 employees while supporting day-to-day department operations.
- Designed scheduling and tracking tools that improved staff coverage efficiency by 16% and helped reduce administrative errors.
- Prepared financial and operational reports covering staffing, safety metrics, resource needs, and program performance for department leadership.
- Supported operational planning, program communications, and projects requiring coordination across staff and university departments.
Risk & Compliance Accounting Intern
- Evaluated internal controls, compliance processes, and operational risks for clients across financial services, healthcare, technology, and life sciences.
- Reviewed client data, processes, and documentation to identify control gaps, regulatory considerations, and areas of operational risk.
- Prepared reports and presentations explaining findings, risks, and recommendations to senior managers and client stakeholders.
- Applied financial modeling and data analysis to support client engagements, risk assessments, and process reviews.
- Worked with engagement teams to develop practical control and process improvements based on issues identified during reviews.
Young Quality Professional Panelist
- Selected to participate in national industry discussions on workforce recruitment, retention, mentorship, and leadership development in the space and defense sectors.
- Shared an early-career perspective and participated in discussions with professionals from across the industry on workforce development, organizational leadership, and the future of the technical workforce.
- Helped facilitate conversations connecting early-career priorities with broader organizational and industry challenges.
Investment Banking Virtual Experience
- Completed a virtual investment banking experience focused on company valuation, financial modeling, and transaction analysis.
- Built discounted cash flow models and evaluated different valuation and forecast scenarios.
- Prepared presentation materials explaining valuation results, assumptions, and investment considerations.
Internal Comptroller
- Maintained financial records and supporting documentation for student organizations within the Associated Student Body.
- Supported reconciliations, financial reporting, and audit preparation while helping maintain compliance with university policies.
- Communicated financial information and account activity to student leadership and organization representatives.
Political Campaign Experience
- Supported field operations, community outreach, and voter engagement across local, state, and federal political campaigns.
- Used voter and field data to help identify outreach priorities and support grassroots campaign activity.
- Assisted with voter contact, campaign events, communications, and get-out-the-vote efforts.
- Built relationships with community members and local organizations while helping campaigns expand awareness and engagement.
Office Page
- Supported day-to-day activity within the Governor's Office by delivering legislative materials, correspondence, and other time-sensitive documents.
- Gained firsthand exposure to state government operations and the legislative process.