Financial professional with over 10 years of experience supporting high-level executives. Demonstrates strong interpersonal skills, accounting expertise, and data analysis capabilities. Effectively manages high-volume workloads in dynamic environments, contributing to team success and business growth.
Overview
14
14
years of professional experience
Work History
Executive Assistant /Account Manager
HMP Properties LLC
Williamsburg
02.2016 - Current
Oversee financial data and compliance by maintaining accurate books on accounts payable and receivable, payroll, and daily financial entries for multiple hotels that are owed by company.
Communicate with hotel General Managers to ensure daily audit is complete and any issues are being addressed.
Collect and analyze data to present financial information and results to upper management on weekly basis.
Reconcile bank statements for multiple accounts on monthly basis.
Assist construction and opening of several new Marriott and Hilton Brand Hotels.
Train junior office staff in correct procedures and reporting requirements.
Produce accurate office files, update spreadsheets and craft presentations to support executives and boost team productivity.
Organize and coordinate conferences and weekly meetings.
Prepared documents, reports and presentations for executives and board members using advanced software proficiencies
Executive Assistant /Financial Analyst
Interlink Capital Strategies LLC
Arlington
05.2011 - 10.2015
Assisted in structure of project finance by analyzing financial reports, summarizing company information and financial status as well as liaison with government funding institutions (including U.S. Export-Import Bank, Development Banks, and Small Business Administration).
Wrote and executed documents for clients (e.g., business plans, proposals, MOUs, executive summaries).
Published articles on economic analysis in developing countries.
Participated in project development, with focus on emerging markets (Middle East, Africa, Asia).
Worked on various projects as well as structure financial models and communicate with clients.
Prepared financial summary and reports for internal and external use covering specific subject areas (Green Energy, Agriculture, and Waste Management).
Assisted senior staff to reach target revenue of $1 million for project financing.
Intern
JP Morgan Chase & Company
Salt Lake City
01.2011 - 04.2011
Presented macro-economic analysis for investment opportunities in Russia, China, India, Brazil, and Mexico (Subjects include current economic activities, political events/background, and major industries for investment opportunities).
Compared investing environment in one country to another and presented those results to JP Morgan senior staff members with goal of identifying the best U.S. investment partner among listed countries.
Researched and monitored Hedge Fund Research Index (HFRI) and its different strategies (Equity Hedge, Macro, Event Drive, and Relative Value) by comparing different financial ratios such as average annualized return, volatility, and Sharpe Ratio with result of finding optimal allocation to distribute $100 million funds.
Analyzed investing environment in private equity sector in foreign countries, forecasted trend of private equity in each individual country, and also recommended portfolio of potential growing markets.
Education
Master's Degree - Accountancy
University of Phoenix
Virginia Beach, VA
09.2019
Bachelor's Degree - Finance
Brigham Young University
Provo, UT
04.2011
Skills
Accounts receivable and payable
Payroll administration
Business management
Data archiving
Financial analysis
Microsoft Office proficiency
Accomplishments
Published the following articles on the Manzella Report and Chicago Chamber of Commerce:
“Is the U.S.-China Export Framework Agreement Still Relevant?”
“Is Africa the Missing Continent to the U.S.?”
Created detailed budget & forecast excel spreadsheets and funding application packages for potential investing projects.
Used Microsoft Excel to develop inventory tracking spreadsheets.
Planned corporate meetings, lunches and special events for groups of 250+ employees.
Received total over $1 million government funded Covid loans and grants for small companies that are managed by HMP Properties through detailed preparation of loan applications and effective tracking of loan process.
National Music Award for performing Chinese musical instrument Pipa.
CEO and President at Kelman Properties LLC and McKenzie Properties InternationalCEO and President at Kelman Properties LLC and McKenzie Properties International