Accounting, Finance, and Marketing Intern
Center for Community Innovation
Total years of experience :2 years, 1 Months
• Wrote budgets for grant proposals resulting in increase of grant funding revenues for CCI
• Analyzed financial data for direct and indirect program costs followed by recommendations for new prices resulting with increase in revenues and improved financial sustainability for the remaining fiscal year
• Researched and contacted professional speakers for CCI training programs, and was credited for efficiency
• Developed a marketing plan to expand awareness for CCI services and increase community involvement
Collaborated with portfolio management team in developing investment strategies for a $450, 000 fund
• Researched U.S. companies in different industries and developed macro-economic and firm financial valuation models using Excel and R to evaluate investment opportunities
• Researched global and domestic economic, financial and political developments and trends to provide purchase and sell recommendations
• Analyzed asset allocation of fund and managed risk resulting on a twelve percent alpha return
Assisted Guy F. Atkinson Professor of Economics and Finance Michael Dothan in teaching over 20 MBA candidates in Financial Analysis
• Communicated with students on a weekly basis to improve their understanding of course concepts and providing timely feedback on their work
• Held students accountable for producing quality work by establishing high standards for deliverables and setting firm deadlines
Worked in a diverse team to create, and promote “Wander Walks”, a portable map designed to encourage recreational exploration of Salem, reduce the use of cars, and enhance community livability
• Conducted primary and secondary research, and data analysis to provide demographic and marketing insight to deepen results and ensure a quality product
• Assisted on selecting routes included in the map, and designing the criteria that served as foundations for designing the map
• Responsible for updating Cherriots on progress of mapping phase of project
Responsible for managing a portfolio of business clients and providing banking services
• Performed accounting analysis for client companies, such as, liquidity analysis, profitability analysis, and capital structure analysis
• Performed in-depth financial and operational analysis on client companies, competition and market trends to forecast long-term financial position, and provide financial consulting
• Conducted quantitative and qualitative analysis of credit potential on clients’ applications for credit services, evaluated applications and prepared for loan proposals
Focused on finance. Relevant courses include: Accounting for Managers, Data Analysis, Financial Analysis, Strategic Finance (Financial Engineering), Investments, Real Estate Enterpreneurship
Relevant courses include: Financial Accounting, Managerial Accounting, Financial Management, Business Informatics