Junior Financial Analyst
Piedmont Capital Partners · Charlotte, NC
Jul, 2023 · Present
Build monthly FP&A packs covering revenue, OpEx, and headcount for a $48M portfolio of operating companies
Own weekly variance analysis that cut unexplained budget swings 31% within two quarters
Maintain rolling 13-week cash forecasts and partner with controllers on close-week reconciliations
Automate recurring Excel/Power BI dashboards used by leadership in board prep
Finance Intern
Queen City Bank · Charlotte, NC
Jan, 2023 · Jun, 2023
Supported commercial credit analysts with covenant tracking and borrrower financial statement spreadsower financial statement spreads
Built a loan-book dashboard that reduced manual pull time for weekly risk reviews by ~4 hours
Documented SOP updates for the credit ops SharePoint library
Student Investment Fund Analyst
UNC Charlotte Belk College of Business · Charlotte, NC
Aug, 2021 · Dec, 2022
Covered consumer discretionary names; presented thesis memos to the fund’s investment committee the fund’s investment committee
Built DCF and comps models; fund returned +11.4% vs benchmark in the 2022 academic year