Summary
Overview
Work History
Education
Skills
Websites
Additional Information
Other Skills
Pre College Employment
Certification
References
Timeline
Generic

Grant Baker

Kent

Summary

MBA-educated financial analyst with hands-on experience in financial modeling, forecasting, and auditing portfolios exceeding $100M in assets. Proficient in advanced Excel, skilled in identifying financial risks, and adept at communicating complex data to stakeholders. Seeking to contribute a strong understanding of financial operations to a forward-thinking FP&A team.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Staff Accountant

Novogradac & Company
Dover
05.2024 - Current
  • Executed full-cycle audit engagements for complex, multimillion-dollar tax credit deals, and prepared tax returns for client entities with portfolios exceeding $100M in assets.
  • Conducted in-depth business research by analyzing complex financial data, interpreting results, and compiling reports with actionable recommendations for firm partners.
  • Analyzed financial statements and operational data to identify, communicate, and resolve potential risks, compliance issues, and areas needing financial improvement.
  • Assisted in preparing multi-year financial forecasts and pro forma statements to assess the long-term viability and profitability of multimillion-dollar tax credit deals.

Curb Attendant/Head-server

SWENSONS DRIVE-IN RESTAURANTS
Akron
03.2022 - 05.2024
  • Oversaw daily cash flow and financial reconciliation for the shift, managing all collections, staff payouts, and auditing final bank deposits to ensure 100% accuracy.
  • Directed all opening and closing procedures, including financial setup and end-of-day accounting, to maintain operational and fiscal integrity.
  • Handled customer relations and billing inquiries, applying conflict resolution skills to resolve discrepancies and maintain a positive client experience.

Financial Intern

GMS (GROUP MANAGEMENT SERVICES)
Richfield
06.2020 - 08.2021
  • Spearheaded a critical data integrity project, independently leveraging advanced Excel functions to cleanse datasets and resolve complex errors that standard IT tools could not, thereby ensuring data reliability for financial analysis.
  • Reported project milestones and analytical findings directly to management, ensuring strategic alignment and facilitating a continuous workflow of new data-focused tasks.

Education

MBA -

Kent State University
Kent, Ohio
05.2024

BBA - Finance

Kent State University
Kent, Ohio
05.2023

Skills

  • Advanced Microsoft Excel: Pivot Tables, VLOOKUP, Conditional Formatting, Goal Seek analysis
  • Financial software: CaseWare Working Papers, CCH Access Tax
  • Data visualization - financial modeling
  • Microsoft Office
  • Budgeting & forecasting
  • Financial reporting
  • Risk assessment
  • Due diligence
  • Stakeholder communication - presenting complex financial information clearly to both financial and non-financial audiences
  • Problem solving
  • Attention to detail
  • Cross-functional collaboration
  • Self-direction and initiative

Additional Information

Phi Delta Theta alumni, Kent State University alumni

Other Skills

  • Video/audio capture and editing
  • SQL
  • CAD software
  • 3-D printing

Pre College Employment

  • Baker and Closing Manager, Brueggers Bagels, Columbus, Ohio, 2014 - 2021
  • Valet Attendant, Citrin, Cash collection, Accounting, Night deposits, 2014 - 2021
  • Self-Employed, Lawn mowing service, typically serving 8-10 customers from March - November., 2014 - 2021

Certification

  • QC 1000 - Risk Assessment Process - 7/22/2025
  • Excel Capital Budgeting - 6/27/2025
  • Accounting and Auditing Digital Currency - 5/13/2025
  • Accounting and Attest Engagements for ESG - 7/16/2024

References

References available upon request.

Timeline

Staff Accountant

Novogradac & Company
05.2024 - Current

Curb Attendant/Head-server

SWENSONS DRIVE-IN RESTAURANTS
03.2022 - 05.2024

Financial Intern

GMS (GROUP MANAGEMENT SERVICES)
06.2020 - 08.2021

MBA -

Kent State University

BBA - Finance

Kent State University

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