Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Adrian Cook

Westerville,OH

Summary

Motivated Financial Operations professional promoting more than 5 years of proficiency in identifying and analyzing trends and partnering with other departmental leaders. Action-oriented individual with experience in various components that make a financial institution and business run. Offering great attention to detail and analytical skills.

Overview

7
7
years of professional experience

Work History

Director of Finance & Budgeting

Next Gen Camps
03.2023 - Current
  • Calculated planned, current, and actual expenses and revenue for 70+ camps
  • Handled budgeting and forecasting for future camps
  • Assisted owner with advertising, marketing, contacts, and overall planning of camps
  • Oversaw multiple football/basketball camps as organizer and point of contact

Business Analyst

ADS Pipes
03.2022 - 03.2023
  • Created charts/reports tracking multiple plants production over time using Excel, Power BI & Oracle
  • Updated daily/weekly charts that highlight escalations/issues that needed resolved
  • Communicated with over 30 plant/production managers daily via email/phone
  • Assisted managers with different projects in timely manager

Wealth Management Operations

Morgan Stanley
03.2020 - 03.2022
  • Analyzed and communicated trends from 50-100 daily workflow reports
  • Monitored & reconciled incoming and outgoing client assets
  • Verified case information with precise deadlines to process for trades
  • Trained new employees on daily tasks & responsibilities.

Financial Services Representative

Nationwide Financial
03.2018 - 08.2019
  • Created & renewed over 50 Life Insurance & Annuity applications daily to verify all information
  • Quality checked contract funding information to ensure good order
  • Collaborate with different departments to resolve issues with contracts/applications

Financial Representative Intern

Northwestern Mutual
05.2016 - 01.2017

● Worked with clients to build secure financial future by working to understand their goals

● Conducted daily meetings alongside experienced Financial Advisor

● Presented different financial services to individuals and reached out to expand market daily

Education

Bachelor of Science - Finance

Ashland University
Ashland, OH
05.2017

Skills

  • Financial and Operational Reporting
  • Financial Analytics
  • Financial Modeling
  • Business Operations
  • Wealth Management
  • Expense and Revenue Analysis

Accomplishments

    Member of Ashland Men's Basketball Team-Team Captain

Timeline

Director of Finance & Budgeting

Next Gen Camps
03.2023 - Current

Business Analyst

ADS Pipes
03.2022 - 03.2023

Wealth Management Operations

Morgan Stanley
03.2020 - 03.2022

Financial Services Representative

Nationwide Financial
03.2018 - 08.2019

Financial Representative Intern

Northwestern Mutual
05.2016 - 01.2017

Bachelor of Science - Finance

Ashland University
Adrian Cook