My mission is to help small businesses set tangible & actionable goals for their business with easy-to-use Excel tools.
Why Am I Doing This?
Helping small businesses has become a passion of mine, and I’m doing it by combining two of the things I’m best at- managerial accounting and excel. With this, I want to help businesses set and achieve goals, track your financial performance, understand what is truly driving your business from a sales & marketing perspective, and visualize the components of your cost structure
Some things I’ve been involved with
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Moneythink
Moneythink is an organization where college students travel to local high schools to mentor students about personal finance and the college journey. While I was a member I served as VP of Curriculum and wrote lesson plans, VP of Finance where I managed reimbursements for our drivers each session, VP of Operations where I managed the mentoring groups/schedules and ensured they arrived on time as well as President where I oversaw our board and increased membership each semester.
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Small Business Initiative Fellowship
The Small Business Initiative is a student-led consulting program serving local small businesses in St. Louis. During my time, I was both a student and helped run the program as a fellow. As a fellow, I ran recruitment for students/businesses to create pipelines for enrollment and client applications by hosting student/client info sessions. I also develop a tool in excel to help streamline the department’s marketing strategy and help with planning and execution.
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Find Your Farmer
Find Your Farmer is an online farmers market that provides last-mile home delivery that I Co-founded. As COO I develop our operations/logistical strategies by creating floor plans, learning food operations/economics, working with vendors to develop logistic schedules, and performing deliveries myself. As CFO I managed finances, developed & implemented our financial strategy, performed product sales analysis, analyzed marketing (customer acquisition/retention with cohort analysis) and fulfillment KPIs
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Ernst & Young Consulting
At EY I work with some of the largest firms in the world across pharmaceuticals, entertainment and communications. I’m a consultant helping companies streamline their finance operations and tech/data usage with their customers (OTC), vendors (PTP), financial planning (FP&A) and financial reporting (RTR) by analyzing & improving their processes. I have also helped develop global strategies for employee placement across these operational areas to ensure services are performed as efficiently as possible.