- Assisted in implementing a new treasury management system (Kyriba), enhancing efficiency by 20% and populating it with the requisite company financial data
- Utilize advanced Excel functions and financial modeling techniques to analyze cash flow projections, liquidity ratios, and investment opportunities
- Apply knowledge of treasury principles and practices to optimize cash flow, manage banking relationships, and mitigate
- Conduct in-depth research and analysis on market trends and interest rate fluctuations, providing valuable insights to support
- Effectively manage short and long-term liquidity while producing treasury reports for internal and Limited Partners' use at a
Financial Analyst
Fairfield, CT, US
March 2023 - present
S
Stagonomics
Freelance Author/Editor
Fairfield, CT, US
November 2022 - present
U
Union Park Capital
Private Equity Intern
Boston, MA, US
September 2023 - December 2023
Skills
Languages
EnglishSpanish
Skills
AccountingAccounting ControlBanking ServicesBusiness Relationship ManagementCash ManagementCommunication SkillsCompetition AnalysisComputer ProgrammingCorporate FinanceData ManagementDecision Making SkillsDiscounted Cash FlowDue DiligenceEconomyExit StrategiesFinancial AnalysisFinancial Data AnalysisFinancial ModelingFinancial SecuritiesFinancial StocksInterpersonal SkillsInvestment DecisionsKnowledge of FinanceKyribaLeveraged BuyoutMacroeconomicsManagement SystemsMarket DataMarket LiquidityMarket ResearchMarket TrendsMemosMergers and AcquisitionsMetricsMicrosoft ExcelMicrosoft OfficeMicrosoft OutlookMicrosoft PowerPointMicrosoft WordMoney InvestmentsPortfolio ManagementPresentationsPrivate EquityRecruitmentRisk AnalysisSalesforce.ComStandard Accounting PracticesStreamlineSuccess Driven PersonTeam Working