Kori Szabo-Smith
Financial Analyst | MACCT Candidate | Research Assistant | Learning Through Performing | 9+ Years Speech & Debate | Explore More 📈
- Role
- Financial Analyst at Sunward
- Location
- Albuquerque, NM, US
- LinkedIn followers
- 500 followers
About Kori Szabo-Smith
Hi, my name is Kori. I was born into the promise of prosperity, grew up under adversity…
Experience
Financial Analyst
Jun 2023 — Present · Albuquerque, NM, US
On the Accounting & Finance team, I play a pivotal role in powering Sunward to become the economic engine of the Southwest. Through dedicated teamwork, proactive organization, careful planning, and strategic reasoning, I generate critical financial information that transforms brainstorming into decision making and potential initiatives into real community impacts.• Performs portfolio analytics and CECL modeling through administration of quantitative data insights platform• Contributes to the preparation of monthly financial statements through providing M&A and budget analyses• Assists in the preparation of quarterly call reports through gathering and organizing loan and deposit statistics• Collaborated in implementation of organizational budgeting and forecasting platform through software testing, data integration, and facilitation of user trainings• Develops, produces, and communicates loan and deposit product pricing updates in alignment with organizational strategic objectives
Education
Missouri Valley College
Bachelor of Science - BS, Finance, General; Political Science and Government
2019 — 2020
The University of New Mexico
Bachelor of Business Administration - BBA, Finance, General
2022 — 2024
The University of New Mexico
Master's degree, Accounting
2024 — 2027
Owensboro Community and Technical College
Associate of Arts - AA; Associate of Science - AS, Business Administration; Speech Communication
2015 — 2018
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