💼 Halliday Financial
I designed a custom incubator program using a trusted custodian platform, with automated rebalancing and periodic investing to manage the investments in financial accounts while upholding fiduciary standards. I helped create a scalable framework for integrating small accounts into professionally managed advisory portfolios. I worked with senior management to help nurture client relationships and preserve the firm's reputation.
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I collaborated with the CEO and CFO to analyze weekly sales exceeding $100,000 and insights from operations and finance meetings, providing senior management a snapshot of the entire organization. I developed a program using Java that drew on the data collected and created metrics designed to assess the efficacy of the sales team, the stability of the cash flow, the strength of supplier relations and the efficiency of the field teams. I used complex data to project company revenues to be $5.5 million by analyzing multiple variables.
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I engaged with over 250 golfers daily, answered a wide range of inquiries, and provided personalized services to ensure a positive experience while collaborating with the team to maintain a smooth operation.
Visit PJ Country Club📈 SikShot
Contributed to recording financial transactions for Sikshot, an online store selling over 1,000 lacrosse nets yearly. This includes tracking sales and inventories, as well as tax reporting of the $175,000 in sales from the nets. I reconciled the company's financial books with their operating bank accounts, ensuring accurate reporting for the investors in the company, and provided insights that helped streamline the financial process.
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