Junior Financial Analyst
Piedmont Consumer Brands · Atlanta, GA
Jul, 2024 · Present
• Own monthly P&L variance analysis for a $95M branded CPG portfolio; deliver flash packs within 2 business days of close with driver commentary that finance leadership reuses in exec reviews.
• Built a rolling 13-week cash and working-capital model that improved forecast accuracy from ±9% to ±3.5% on inventory and A/R over two quarters.
• Partnered with sales ops on promo ROI tracking; flagged underperforming deals that recovered ~$1.1M in annualized trade spend while protecting volume targets.
• Automated SKU-level margin bridges in Excel/Power Query, cutting weekly reporting prep from ~6 hours to under 90 minutes.
• Support annual budget and mid-year reforecast for three business units; reconcile actuals to plan within $25k materiality and document assumptions for audit readiness.
Finance Intern
Atlantic Ridge Capital · Atlanta, GA
May, 2023 · Aug, 2023
• Supported middle-market credit and equity research on Southeastern industrials and consumer names; built 3-statement models and comps used in IC memo appendices.
• Prepared weekly portfolio dashboards (returns, sector exposure, liquidity) for two PMs covering ~$420M AUM; reduced manual refresh errors by standardizing source ties.
• Ran scenario and sensitivity analysis on leverage and coverage for two live deals; surfaced covenant headroom risks adopted into diligence checklists.
• Cleaned and mapped historical financials from 10-K/10-Q and company packs into analysis-ready workbooks reviewed by senior associates.
Student Accountant
Emory University Student Business Office · Atlanta, GA
Sep, 2021 · May, 2024
• Processed student organization reimbursements and journal entries (~80–120 tickets/month) with 99%+ coding accuracy against university chart of accounts.
• Reconciled campus club cash accounts monthly; resolved outstanding items within 5 business days and prepared audit schedules for internal review.
• Built a shared Google Sheets tracker for pending invoices that cut average reimbursement cycle time from 12 days to 6 days during peak semester periods.
• Trained 4 new student staff on AP procedures, receipt standards, and month-end checklist discipline.