Download PDF

Skills

  • Analytical and rational mindset. Ability to think at the margin and handle complex logic based operations enhanced by analyst experiences as well as university coursework in economics, mathematics and computer information systems.
  • Capable and resourceful. Motivated to seek new solutions to existing data reporting and analysis processes to increase efficiency, accuracy and best utilize available technologies. 
  • Confident communicator and team player. Collaborative nature with a passion for being involved in the sharing of ideas. Intermediate fluency in Spanish and German.

Work History

4/2016Present

IB Tax Onboarding Analyst

UBS AG represented by The Tuttle Group
  • Executed tax documentation review and validation for new/enhancement account opening requests in compliance with IRS Chapter 4 FATCA and OECD Common Reporting Standard requirements.
  • Worked closely with multiple departments to advise onboarding and withholding team staff on the necessary tax documentation required in respect to varying financial products and UBS entities.
  • Provided support to the front office and to external clients for tax documentation related queries or static data setups of client tax details, withholding and reporting codes.
  • Built a comprehensive knowledge of UBS' internal systems related to investment bank client onboarding, including tax, KYC, ISDA master agreements, etc.
  • Oversaw projects on behalf of Tax Onboarding team and UBS' clients to minimize issues in client onboarding, manage client relations and facilitate accurate documentation of tax information for high value accounts.
  • Utilized knowledge of advanced Excel tools to improve efficiency of internal data reporting processes and provide support to coworkers, including preparing and delivering presentations on various Excel tools.

2/201511/2015

Operations Analyst

Driveline Retail Merchandising
  • Maintained a working knowledge of client programs, objectives and expectations to assist Account Executives in merchandising oriented project management for the company's largest client, Dollar General.
  • Analyzed field data to identify issues, advise field personnel and generate reports used to achieve project goals and provide clients with routine updates regarding project status.
  • Identified issues and communicated with field personnel to resolve problems such as incorrect planogram assignment, material and fixture reorders and duplicate work orders.
5/20141/2015

Line Cook

Drifter's BBQ
  • Cooked and delivered high quality food in a fast-paced 60-seat BBQ restaurant, working both preparation shifts smoking meats and preparing sauces as well high volume shifts at peak dining hours.
  • Adapted quickly to food service industry after entering with no prior professional cooking experience.
10/20135/2014

Sales and Marketing Intern

Curian Capital LLC
  • Produced ad-hoc and regularly scheduled reports regarding sales desk staff and product performance using Excel, Avaya CMS, and Morningstar software.
  • Streamlined report templates and reduced turnaround time by updating preexisting spreadsheets with more efficient Excel functions and tools (i.e. VLOOKUP's, nested IF functions, PivotTables). 
  • Updated and maintained documents used by sales team on company shared network and Salesforce.

Education

20102013

B.Sc Economics

Georgia State University
  • Graduated summa cum laude with a 3.97 GPA.
  • Minor in Computer Information Systems.