Alexandria Jackson
Atlanta,GA
Summary
Results-driven leader with a positive attitude and passion for providing high-quality advice and guidance to clients. Proven ability to identify customer needs, improve process and build strong relationships. Possesses excellent problem-solving, analytical and communication skills.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Advisor, Financial Operations
Cardinal Health (Healthcare)
04.2022 - Current
- Implementing a new data analysis process for a 5-person team, to enhance research accuracy and establish key performance metrics
- Conducts a quarterly financial analysis of over one hundred customers, identifying potential areas of monetary loss and opportunities for revenue growth
- Utilizes financial modeling to analyze the performance of our top-purchasing customers over the past year and creates budget plans based off projected financial results
- Collaborating with the Data Engineering team to develop four fiscal impact analysis reports that highlight our strategic partnership with twenty of our premier customers
- Leads a large-scale cross-functional project involving fourteen teams across three departments to implement process improvement methods aimed at optimizing our company's financial performance
- Assisting with the development of a new Alteryx workflow designed to auto-generate financial research onto the customer reports, resulting in time savings of six hours per week.
Financial Analyst
Cushman & Wakefield (Commercial Real Estate)
02.2021 - 04.2022
- Managed an investment portfolio for the southeast region of a top tier health insurance company
- Prepared and delivered ten client presentations, consisting of the most optimal asset allocation strategies and data analysis of their current financial performance
- Completed a monthly analysis of our client’s financial report to identify areas for revenue growth and cost savings through merger and acquisitions opportunities
- Led a project that identified the most profitable office spaces within their portfolio.
Portfolio Management Analyst
Stream Realty Partners (Commercial Real Estate)
01.2019 - 02.2021
- Undertook the financial management of over 750,000 square feet of commercial office properties & maintained client relationships
- Completed a market analysis project on the Atlanta area and forecasted the financial performance of our competitors to determine our business profitability
- Prepared monthly funding requests for the asset management team to assist with budget planning
- Created a presentation for senior leadership utilizing Mapline to analyze market trends within the commercial office space over the past 5 years.
Education
Bachelor of Science - Finance
Auburn University Honors College | Harbert College of Business
05.2018
Skills
- Data Analysis
- Budgeting
- Forecasting
- Financial Modeling
- Excel
- Alteryx
- Power BI
- SAP
- Critical Thinking
- Communication
- Detailed-Oriented
- Leadership
- Problem-Solving
- Process Improvement
Certification
CSSC Lean Six Sigma Yellow Belt
Timeline
Advisor, Financial Operations
Cardinal Health (Healthcare)
04.2022 - Current
Financial Analyst
Cushman & Wakefield (Commercial Real Estate)
02.2021 - 04.2022
Portfolio Management Analyst
Stream Realty Partners (Commercial Real Estate)
01.2019 - 02.2021
Bachelor of Science - Finance
Auburn University Honors College | Harbert College of Business