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Click here or scroll down to respond to this candidateCandidate's Name
EMAIL AVAILABLE PHONE NUMBER AVAILABLEhttps://LINKEDIN LINK AVAILABLE EDUCATIONWestern Carolina University (WCU) - Cullowhee, NC December Street Address B.S.B.A. in Finance Minor in Accounting Concentration in General FinanceRelevant Courses: Financial Accounting, Managing Money for Financial Success, Financial Management, Using Account Info for Management Decisions, Mathematical Concepts, Applied Statistics, Intro to Microeconomics, Intro to Macroeconomics, Investment Analysis. Proficient Work Space Platforms:Microsoft- Excel, Word, Outlook, PowerpointGoogle: Docs, Sheets, Slides, CalendarTableau- AdvancedWebexCertifications :American Bankers Association; Deposit ComplianceAmerican Bankers Association; Digital BankerAmerican Bankers Association; Fiduciary Relationship Management INTERNSHIP EXPERIENCESouthState Bank Charlotte, NCCommerical Banking Intern June 2024-Present Completed the underwriting process, including spreading financials, writing credit memos, and conducting annual reviews. Engaged in learning sessions with local bank leaders to retain information on various aspects of banking, including consumer banking and commercial real estate. Leveraged Excel and gained exposure to nCino and Navigator banking software. Participated in partner and client meetings to learn how to establish and maintain client relationships FELLOWSHIP EXPERIENCEGood People Technologies LLC Asheville, NCIntern March 12th- May 7th Engaged in weekly meetings with the CEO to provide progress updates on various projects and initiatives, demonstrating strong communication skills and professionalism. Demonstrated ability to read, analyze, and interpret financial statements, including Profit & Loss (P&L) and balance sheets, spanning a 10-year history, showcasing keen attention to detail and analytical prowess. Utilized QuickBooks to categorize accounts and streamline financial processes, contributing to increased efficiency and accuracy in financial reporting, highlighting proficiency in accounting software management. Conducted thorough financial health ratios and Key Performance Indicator (KPI) analysis to aid the CEO in understanding the company's financial position, identify improvement areas, and provide insights for cost-saving measures. Developed a comprehensive financial proposal outline and contingency plan for the next three years, offering strategic insights and recommendations to support the CEO in making informed business decisions and achieving long-term objectives. Successfully organized and optimized QuickBooks accounts to enhance financial transparency and accessibility, facilitate smoother auditing processes, and aid in informed decision-making RELEVANT EXPERIENCEWestern Carolina University (WCU) Cullowhee, NCDirector of Finance ( SGA ) May 2023- Present Created a comprehensive Supplemental Funding Manual, streamlining the allocation process for registered student organizations and ensuring greater transparency in financial procedures. Developed, managed, and analyzed the annual Student Government Association budget using Microsoft Excel, totaling $125,000, to allocate resources effectively and sustain financial stability Orchestrated the distribution of over $35,000 in supplemental funding to registered student organizations, fostering a vibrant campus community and supporting diverse extracurricular initiatives. Conducted rigorous reviews of funding requests submitted by student organizations, implementing a fair and equitable allocation strategy while maintaining fiscal responsibility. Established and conducted one-on-one meetings with student organization representatives to address their funding needs, provide guidance, and ensure they complied with financial policies and guidelines. Facilitated weekly meetings with supervisors and colleagues, delivering clear and concise budget updates, discussing financial strategies, and ensuring alignment with organizational goals and objectives.Western Carolina University ( WCU) Cullowhee, NCTreasurer Of Alpha Phi Alpha Frat Inc NZ Chapter April 2023- Present Hosted and managed monthly fundraising initiatives, orchestrating creative and successful events that generated essential funds to support chapter activities, programs, and community outreach efforts. Conducted bi-weekly meetings to provide the chapter with detailed financial updates, ensuring transparency and accountability in managing chapter funds. Conducted two financial literacy presentations each academic semester for the school community, imparting essential knowledge and practical skills related to personal finance, budgeting, and financial planning to attendees. Assumed responsibility for setting chapter dues, and meticulously determining the appropriate amount and deadline for payments, thereby ensuring the chapter's financial sustainability and members' participation. Maintained a comprehensive file of all financial documentation, diligently recording receipts, purchases, and financial transactions to establish a clear and auditable financial history for the chapter. Collaborated with chapter leadership to strategize and implement financial policies and procedures that promote fiscal responsibility and the attainment of financial goals for the Alpha Phi Alpha NZ chapter. Western Carolina University ( WCU) Cullowhee, NCFinance Committee National Pan-Hellenic Council ( NPHC) August 2023- Present Played an integral role in managing the budget and financial resources of the National Pan-Hellenic Council, ensuring responsible allocation of funds to support various council initiatives and events. Collaborated with council members to review and assess funding requests from member organizations, employing a fair and equitable approach to grant allocations while maintaining fiscal prudence. Conducted comprehensive financial analyses and presented detailed budget reports during council meetings, offering transparent insights into financial performance and budgetary needs. Contributed to developing and implementing financial policies and procedures to enhance financial accountability and sustainability within the National Pan-Hellenic Council. Participated in fundraising efforts and financial planning, working closely with council members to identify opportunities to secure additional resources to support the council's mission and objectives. Maintained accurate records and documentation of financial transactions, receipts, and expenditures, ensuring meticulous financial record-keeping and facilitating audits or financial reviews as needed. Western Carolina University ( WCU) Cullowhee, NCPresident of Finance Club August 2022- May 2023 Orchestrated and led monthly meetings, creating a platform for in-depth discussions on the club's budget, financial planning, and upcoming opportunities for members to engage with real-world finance scenarios. Hosted engaging and informative presentations on financial literacy, equipping club members with essential knowledge about personal finance, investment strategies, and financial decision-making. Navigated club operations with a sharp focus on fiscal responsibility, effectively managing the club's budget to optimize resource allocation for activities, events, and educational initiatives. Fostered collaboration and networking opportunities by establishing connections with finance professionals and organizations, allowing club members to gain insights and access to industry expertise. Organized and executed successful financial literacy workshops and seminars, enriching the club's educational offerings and providing valuable financial knowledge to the broader campus community. ON-CAMPUSFinance Committee for National Pan-Hellenic Council August 2023-Present Project CARE Executive Board May 2023- PresentDirector of Finance SGA May 2023-PresentTreasuer Of Alpha Phi Alpha Frat Inc NZ Chapter April 2023- Present Vice President of Alpha Phi Alpha Frat Inc NZ Chapter April 2023- Present Alpha Phi Alpha Fraternity Incorporated April 2023-Present President Finance Club August 2022- May 2023Member Senator of SGA September 2022 - May 2023Member Global Black studies August 2022- May 2023Member African Culture Experiences August 2022- May 2023 Member Project CARE Mentor August 2022 -April 2023 Member Project CARE August 2021- May 2022Member Intramural Football August 2021- Nov 2021 |
