Financial Analyst
MBA graduate with BBA in Finance, possessing a strong background in data analysis, financial operations, and client interaction. Actively seeking a corporate finance or FP&A opportunity to apply these competencies to drive financial success and strategic decision-making.
Core Competencies
This section provides a visual overview of my key skills. The chart highlights my key skill areas, while the tooltips provide more detail on proficiency. This demonstrates a well-rounded skill set ready to tackle complex financial challenges.
Financial & Analytical
Technical Skills
Professional
Career Timeline
My professional journey demonstrates a consistent growth in responsibility and financial acumen. Click on each role to see a detailed breakdown of my accomplishments and responsibilities, showcasing my direct impact in each position.
Staff Accountant
Novogradac | Dover, OH
- Develop and maintain complex financial models to forecast project returns and analyze waterfall distributions for renewable energy tax credit partnerships.
- Analyze financial statements and investment documents to ensure accuracy and compliance for multi-million dollar community development projects.
- Conduct comprehensive business-specific research by gathering and analyzing data, interpreting results, and compiling reports to support principal and partner recommendations.
- Manage tax and/or audit engagements for a diverse client portfolio, identifying and communicating potential problem areas to ensure engagement integrity.
Head-Server
Swensons Drive-in Restaurants | Akron, OH
- Held responsibility for all cash collections and end-of-shift payouts for curb attendants.
- Oversaw daily financial procedures, including setting up and closing stands and ensuring all cash deposits were accurate and fully accounted for.
- Delivered high-level customer service, answered menu inquiries, and provided effective conflict resolution to maintain a positive dining experience.
Financial Intern
Group Management Services (GMS) | Richfield, OH
- Utilized advanced Excel tools to perform data cleansing on large corporate datasets, successfully identifying and resolving erroneous and duplicate entries that standard IT tools could not.
- Operated with a high degree of autonomy on self-directed projects, providing regular progress updates to management and taking initiative on new tasks.
Previous Roles
- Baker and Closing Manager: Bruegger’s Bagels, Columbus, OH
- Valet Attendant: Citrin, Multiple Locations (Included cash collection and nightly deposits)
- Self-Employed Lawn Care Service: Served 8-10 private customers and a local HOA.
Education & Portfolio Management
My academic background in finance is complemented by significant hands-on experience. A key highlight of my MBA program was my role in the Golden Flash Asset Management Group, which provided a real-world platform to apply financial theories and strategies.
Kent State University
Kent, OH
Master of Business Administration (MBA)
Finance Concentration | May 2024
Bachelor of Business Administration (BBA)
Finance | May 2023
Leadership & Initiatives
- Founding member of YSPK: Young Scholars Pursuing Knowledge.
- Brotherhood Chair, Phi Delta Theta: Fall 2021 - Spring 2022
- Chaplain, Phi Delta Theta: Fall 2022 - Spring 2023
Golden Flash Asset Management Group
Hands-On Portfolio Management
As a selected member of this prestigious group, I had the opportunity to actively manage a portfolio of over:
$1.3 Million
This experience involved rigorous market analysis, security selection, and performance tracking, providing invaluable, practical experience in asset management and strategic investment.