New York, New York, United States
• Delivered analytic projects to clients • Researched and implemented new methods to solve client's needs
• Partnered with managers across the company with the daily operations and administration duties to ensure everything ran smoothly • Liaised with relevant business teams to make sure customer expectations were being met including with instructors / teachers to satisfy the need of users and students • Solved urgent and unexpected day-to-day business needs
• Performed industry research and generated reports which were communicated to senior management and crucial in their decision-making and in securing multiple investment deals • Networked extensively with 30+ entrepreneurs to find new deals with First Capital Securities and expand the company’s book of business • Assisted senior investing managers with the valuation of 10+ private companies to determine whether the investment opportunity was worth pursuing
-Prepared tax returns for individuals , not-for-profit organizations, and corporations. -Assessed and researched difficult tax situations to identify solutions for clients. -Worked closely with clients to obtain personal information regarding potential deductions, educational grants or allowances. -Offered support during audits.