Boston, Massachusetts, United States
Strategic financial professional with expertise in enterprise planning and financial modeling within the P&C insurance industry. Skilled in consolidating financial insights, conducting complex analyses, and creating executive-level content for leadership, including the CEO, CFO, and board. With experience in venture strategy, I’ve researched and evaluated startups, analyzed market trends, and synthesized insights into actionable recommendations for venture teams. I am passionate about leveraging technology, collaboration, and analytical rigor to drive financial excellence and shape strategic direction. Experienced in mentoring talent, driving cross-functional collaboration, and streamlining planning processes to align financial strategies with organizational goals. Technical Skills: Anaplan, Excel, Oracle Essbase, PowerBI, PowerPoint, SQL, Word
Supporting financial planning and analysis for the U.S. Retail Markets business unit, driving insights that inform strategic decisions.
I graduated from the Financial Management Program into a senior financial analyst role. Drove enhancements in financial reporting and analytics, leveraging technology to streamline processes and improve decision-making. Supported strategic planning and forecasting by delivering actionable insights through modernized reporting tools and robust financial models. Collaborated across teams to ensure accurate, timely financial reporting and alignment with enterprise objectives.
Worked in collaboration with ACS Industries and its Chinese factory through Bryant University's International Business Practicum. Our team advised ACS Industries on potential go-forward strategies for their logistics operation in China.
Interned from May 2017 - August 2017 & from December 2017 - January 2018 • Assisted in streamlining the purchasing process for the R&D facility through the implementation of MRP principles to determine optimal inventory levels and deliver long-term cost savings • Analyzed data on raw materials and intermediates to formulate statistical models that forecast expected demand, highlight trends in consumption, and perform inventory analysis • Optimized storage space at the R&D facility by minimizing order quantities and recommending alternative vendors • Created and updated contact information, source lists, vendor sub-ranges, and purchase-info-records in SAP • Surveyed 150+ vendors to compile manufacturing and R&D information for raw material utilization
• Supervised up to 17 cashiers • Resolved customer disputes and cashier problems • Trained new employees in store policies and transaction procedures • Directed marketing promotions and in-store specials from store management to the customers and workers • Assigned work to ensure the front-end store operations remained organized and performed satisfactorily