Buffalo, New York, United States
Are you looking for someone who is passionate about their work, thrives in a fast-paced environment, and never shies away from a challenge? Look no further! As a driven and experienced professional, I bring a wealth of skills and expertise to the table. Whether it's developing innovative strategies to drive business growth, leading cross-functional teams to deliver outstanding results, or leveraging data to make informed decisions, I excel at finding creative solutions to complex problems. But what really sets me apart is my commitment to building strong relationships with colleagues, clients, and partners. I believe that collaboration and communication are the keys to success, and I pride myself on being an excellent listener and communicator. So, if you're looking for a dynamic and results-driven team player who is dedicated to delivering outstanding outcomes, let's connect and explore how we can work together to achieve your goals!
• Conducts thorough financial analysis for loan and grant underwritings for CDFI’s under $25MM asset size by leveraging quantitative and qualitative factors (CAMEL analysis) to assess the credit and financial strength of clients, contributing to informed decision-making. • Manages loan covenant compliance, including financial statement collection, and borrow base compliance with loan agreement, perform quarterly covenant compliance checks, and follow up with borrowers in the case of covenant violations and prepare waivers. • Analyses portfolio trends by interpreting payment data, financial ratios, and economic influences, proactively identifying and addressing potential credit issues to enhance risk management strategies. • Delivers monthly and quarterly portfolio analyses to the investment committee, employing Salesforce, MS Excel, and Tableau to craft detailed dashboards and reports. This process supports data-driven decision-making and the assessment of risk appetite. • Develops expertise in annual credit reviews, financial statement spreading, and credit information exchange with CDFIs
• Interacted with 650+ alumni to raise funds worth $3,500 for the university. Awarded for ranking among the top 5 in terms of pledge rate. • Managed and supervised 4 new hires in utilizing calling software, providing practical instruction to ensure optimal performance. • Networked and cultivated meaningful relationships with over 60 prospects to strengthen the association.
• Focused on comprehending the concept of stock compensation theory, SAS programming, and insight into the industry landscape. • Worked on a case study to better understand the grants/stock options data as well as other features of the data sets and used SAS data mining techniques to get meaningful results.
• Invested and managed $700,000 worth of funds with 17 other top performing students in the School of Management, aiding in the oversight of operations and the fund’s performance. • Regularly monitored the performance of the portfolio's financial stocks and updated the group, keeping the portfolio's performance above the S&P500 index.