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Financial Analyst

CANDIDATE NAME

 

WORK EXPERIENCE

 

Higher Education Company – Malvern, PA

Financial Analyst (2021-present)

  • Conducted comprehensive financial forecasting and budgeting to support strategic decision-making processes
  • Analyzed actual and forecast variances identifying key drivers and recommending corrective actions
  • Prepared detailed corporate reports, providing insights into performance metrics for executive review
  • Utilized advanced Excel functions and financial software to streamline analysis processes and enhance efficiency
  • Collaborated cross-functionally to gather relevant data and ensure accuracy in financial models and reports
  • Led budget, forecast, and reconciliation process for $14M annual user conference

 

Financial Services Company – Jamison, PA

Financial Representative Intern (Summer 2019)

  • Executed direct marketing efforts to source potential clients and secured meetings to discuss company products
  • Reviewed financial statements across a wide variety of clients and presented financial strategies to achieve both short and long term goals
  • Implemented financial recommendations and sold over $3,000 in annual premiums through various policies
  • Utilized proprietary software programs to develop illustrations to assist clients in their understanding of company products such as life insurance, disability insurance, and long-term care insurance

 

Food and Beverage Services – Ocean City, NJ

Assistant Manager (Summers 2014-2016)

  • Oversaw 3-5 employees in front and back of store to ensure compliance with company’s policies
  • Managed monetary deposits and administered payroll
  • Conducted opening and closing procedures and created weekly schedules to ensure efficiency

 

EDUCATION

 

Big 10 University  

Bachelor of Science: Finance

Graduation: December 2020

GPA: 3.81                                                                                                           

Dean’s List all semesters

 

Relevant Course Work:

  • Advanced Financial Management
  • Financial and Managerial Accounting
  • Financial Institutions and Markets
  • Financial Mgmt of Business Enterprise
  • Excel Skills for Business Specialization
  • Basic Management Concepts

 

LEADERSHIP & ACTIVITIES

 

University Finance Society                                                                                                          

Secretary (2018-2020)

  • Acquired industry knowledge from seminars held by consulting, corporate finance, and investment banking firms
  • Composed opinionated articles based on corporate news and earnings in the market
  • Generated bi-weekly emails regarding meeting recaps and new club information

 

University Allocation Committee                                                                                                

Member (2018-2020)

  • Allocated over $4M to over 500 organizations and clubs at university
  • Decided appropriate funding after listening to organizations’ pitches and engaging in questions

 

University Charity                                                                                                                      

Charity Chair (2018-2020)

  • Organized fundraising events for university’s charity day
  • Facilitated monthly Shabbat dinners for community members at Rabbi’s house

 

SKILLS & LICENSING

 

  • Advanced in Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Google Sheets
  • Insurance and Annuity License

 

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