Adrian Cook
Westerville,OH
Summary
Highly motivated professional promoting more than 5 years of proficiency in identifying and analyzing trends and partnering with other departmental leaders. Seeking Financial Analyst and Business Analyst positions that help further advance my career. Detail oriented with experience in various components that make a financial institution and business run. Offering great attention to detail and analytical skills.
Overview
6
6
years of professional experience
Work History
Director of Finance & Budgeting
Next Gen Camps
03.2023 - Current
- Advised on the format of the camp expenses/revenue, budget and forecast for over 70+ camps.
- Prepared overall company payroll: camp coaches, facilities, and athletes.
- Organized and directed youth basketball camps in collaboration with collegiate and professional athletes.
- Assisted owner of the company with advertising, marketing, lead generation, and organization of camps.
Business Analyst
ADS Pipes
Columbus, OH
03.2022 - 03.2023
- Created charts/reports tracking multiple plants production over time using Excel, Power BI & Oracle.
- Updated daily charts that highlight risks/issues and strategies to resolve them issues.
- Communicated with over 30 plant/production managers daily via email/phone.
- Collaborated with stakeholders to define project objectives and criteria.
Business Analyst, Wealth Management Operations
Morgan Stanley - Columbus, OH
03.2020 - 03.2022
- Analyzed and communicated trends from 50-100 workflow reports daily.
- Reconciled and reviewed customer bank/mail statements & customer online accounts to ensure accuracy.
- Executed trades in collaboration with Wealth Management advisors.
- Trained new employees on daily tasks & responsibilities.
Financial Services Representative
Nationwide Financial - Columbus, OH
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.
- Applied funding for high-net-worth Life Insurance & Annuity contract.
- Collaborate with different departments to resolve issues with contracts/applications.
Education
Bachelor of Science - Business Administration (Finance)
Ashland University
Ashland, OH05.2017
Bachelor of Science - Business Administration (Sports Management)
Ashland University
Ashland, OH05.2017
Skills
- MS Excel/MS Office
- Pivot Tables
- CRM Systems
- Power BI
- Business Operations
- Wealth Management
- Expense and Revenue Analysis
- Data Analysis
- Preparing Budgets
- Financial/Investment Analysis
- Attention to Detail
- Critical Thinking
Timeline
Director of Finance & Budgeting
Next Gen Camps
03.2023 - Current
Business Analyst
ADS Pipes
03.2022 - 03.2023
Business Analyst, Wealth Management Operations
Morgan Stanley - Columbus, OH
03.2020 - 03.2022
Financial Services Representative
Nationwide Financial - Columbus, OH
03.2018 - 08.2019
Bachelor of Science - Business Administration (Finance)
Ashland University
Bachelor of Science - Business Administration (Sports Management)
Ashland University