Resume & Experience

California State University, Sacramento — GPA: 3.7 (in progress)

Relevant coursework and skills gained:

• MSBA 201 Programming for Business Analytics — Python, R
• MSBA 202 Data Management for Business Analytics — SQL, relational databases
• MSBA 203 Data Visualization and Communication — Tableau, dashboards, data storytelling
• MSBA 204 Decision Analytics — Python, R, linear-programming optimization
• MSBA 205 Data Analytics for Business — Python, R, statistical analysis
• MSBA 206 Data Mining for Business — Python, R, data mining techniques
• MSBA 207 Machine Learning for Business — Python, R, logistic regression and predictive modeling
• MSBA 214 Big Data Technologies for Business — AWS, big data tools
• MSBA 213 Financial Analytics — quantitative analysis of financial data
• MSBA 500 Culminating Experience: Advanced Topics in Business Analytics (formerly MSBA 208 Capstone Project)

California State University, Sacramento — Summa Cum Laude • GPA: 3.95

• Dean's List every semester. Graduated in 3 years while working multiple jobs.
• Coursework: Investment analysis, corporate finance, financial econometrics, risk management & insurance, portfolio management.
• Scored 97% in FIN 138 Risk Management & Insurance — highest in a class of 55, earned final exemption.

Student Affairs Business Office — California State University, Sacramento

• Support budgeting, reconciliation, and financial reporting for the entire Student Affairs division, covering approximately 50 departments and accounts.
• Perform monthly financial reconciliations across Student Affairs departments, comparing financial activity with budget records and investigating variances, coding mistakes, data‑entry errors, and other discrepancies.
• Retrieve financial data from Oracle Financial Data Warehouse, filter records by department, fund, account, and reporting period, and export data to Excel for further review.
• Combine multiple financial reports and use PivotTables, lookup formulas, SUMIFS, conditional formatting, and charts to analyze departmental spending.
• Monitor departmental budgets and account balances, identify over‑ and underspending, and forecast future expenses.
• Prepare monthly reconciliation results and budget summaries for management, explaining significant variances and financial findings.
• Compare planned budgets with actual financial performance to support monthly and fiscal‑year reviews.
• Provide limited assistance with budget transfers between accounts or funds.
• Prepare an internship budget template to support planning and monitoring of internship‑related expenses.
• Maintain supporting financial records using PeopleSoft/CFS, Oracle Financial Data Warehouse, Excel, Adobe Acrobat, SharePoint, Teams, and OneDrive.

CalPERS — Private Debt Program • Sacramento, CA

• Provided procurement, travel, expense, document, and administrative support to the Private Debt Program while coordinating with vendors and internal CalPERS divisions.
• Researched potential vendors, contacted providers, compared pricing and services, and collected supporting quotes for procurement requests.
• Prepared business justifications and reviewed statements of work to support vendor and contract selection.
• Coordinated contract‑review activities with procurement, legal, vendors, and internal stakeholders.
• Tracked procurement requests, approvals, documentation, and deadlines through completion while verifying compliance with CalPERS requirements.
• Supported travel and conference arrangements and processed related travel, expense, and invoice activity through Concur.
• Assembled training and informational documents received from internal teams and distributed finalized materials throughout the Private Debt team.
• Scheduled meetings and collected information between the ESG and Private Debt teams to support cross‑divisional coordination.
• Organized shared files, followed up with stakeholders, monitored project deadlines, and independently completed assigned business‑services projects.
• Participated in discussions related to investment and Private Debt program activities.

Sand Hill Global Advisors — San Francisco & Palo Alto, CA

• Conducted fundamental, market, sector, and ESG research to support the firm’s investment‑analysis process.
• Researched individual public companies and potential investment opportunities using Bloomberg, company financial statements, market data, and macroeconomic information.
• Conducted fundamental analysis of Eaton in the industrial sector and developed an investment‑recommendation presentation.
• Evaluated revenue growth, profitability, earnings, cash flow, debt, valuation multiples, dividend yield, historical returns, volatility, correlation, and ESG scores.
• Created financial models and performed peer and competitor comparisons to assess company performance and relative valuation.
• Monitored macroeconomic indicators, sector developments, market news, and events that could influence investment performance.
• Extracted Bloomberg data into Excel and cleaned and validated financial and market information before analysis.
• Created Excel charts, Tableau visualizations, dashboards, investment presentations, and written research summaries.
• Presented findings and investment conclusions to analysts, portfolio managers, the CIO, and the CEO and responded to questions about the analysis.
• Attended investment‑team meetings and supported analysts with ad‑hoc research assignments.

Associated Students, Inc. — California State University, Sacramento

• Managed high‑volume accounts‑payable activity and supported the complete invoice‑to‑payment process using MIP Fund Accounting and Microix Workflow.
• Processed more than 50 invoices per week, including transactions exceeding $5,000.
• Received invoices, matched them with supporting documents, verified authorized signers, checked available balances, and reviewed accounting codes.
• Entered transactions into MIP Fund Accounting and routed invoices and reimbursements through Microix Workflow for approval.
• Monitored approvals, assisted with check preparation and distribution, and maintained complete final documentation.
• Reconciled accounts‑payable activity, matched invoices against purchase orders, investigated discrepancies, and corrected transaction information.
• Identified missing receipts and signatures, incorrect accounting codes, insufficient balances, duplicate invoices, purchase‑order mismatches, and unallowable expenses.
• Assisted with month‑end close, reviewed outstanding invoices, and prepared organized documentation for audit purposes.
• Responded to vendors, students, employees, and student organizations through email, telephone, and in‑person communication.
• Researched delayed or missing checks, answered invoice‑status questions, explained reimbursement requirements, and resolved payment problems.
• Reviewed Dollars for Organizations and Clubs grant expenses for compliance with ASI policies.
• Helped coworkers navigate MIP Fund Accounting and Microix Workflow.

Student Investment Fund (SIF) — California State University, Sacramento

• Analyzed the university's student-managed investment fund, evaluating portfolio performance, risk exposure, and asset allocation under faculty supervision.

Code for America — Remote

• Assisted more than 100 low‑income individuals through an online tax‑benefit screening service.
• Reviewed client information to determine potential eligibility for federal tax benefits.
• Helped clients complete required tax forms through an online chat environment.
• Protected confidential personal and financial information while following standardized screening procedures.
• Referred questions and cases outside the volunteer role’s scope to qualified specialists.
• Helped clients obtain approximately $15,000 in combined tax refunds.