Summary
Overview
Work History
Education
Skills
Websites
AWARDS/ RECOGNITION
Timeline
Generic

ANDREW DAVIS

Canton

Summary

MBA Graduate with exceptional analytical skills, adept at assessing complex business challenges and financial implications. Proven ability to collaborate effectively within teams, coupled with excellent communication skills to present financial information with clarity and impact. Demonstrated dedication and resilience by financing my education through academic and athletic scholarships. Highly motivated to leverage my knowledge and experience to drive organizational success and contribute to achieving strategic objectives.

Overview

2
2
years of professional experience

Work History

SALES ANALYST

Walor North America
01.2025 - 07.2025
  • Analyzed sales data to provide actionable insights and recommendations to senior management, enhancing decision-making processes.
  • Managed surcharge calculations and data entry into SAP on a quarterly basis to ensure accurate pricing and financial records.
  • Facilitated weekly coordination meetings with account managers and product development teams to review customer profiles and open quotes.
  • Performed monthly and annual forecasts for customer parts.
  • Collaborated with Mutares to successfully execute a comprehensive data migration to a new SAP platform, ensuring seamless integration and minimal disruption to operations.

INVESTMENT ANALYST

Spartan Wealth Management
06.2024 - 11.2024
  • Used financial modeling software to build many different types of investment portfolios based on a client’s risk tolerance and investment goals.
  • Created financial plans for clients that calculate what a client can and can’t afford, given their current financial situation until death.
  • Built cash reports weekly to notify financial advisors when client accounts have over 5% cash that can be reinvested.
  • Presented PowerPoint slides for the monthly Investment Committee Meeting which informed employees about market trends, attractive investments, and outside forces that may positively or negatively influence the economy.

FINANCIAL ANALYST

Troy Design & Manufacturing
10.2023 - 05.2024
  • Created weekly financial reports by extracting data from various platforms and analyzing coding transaction history to verify billing accuracy.
  • Generated detailed reports to senior leadership and worked to improve weekly reporting process.
  • Built effective relationships with project managers while performing monthly billing reviews for invoicing and checkbook updating.
  • Facilitated meetings with different departments and program managers to resolve financial issues.
  • Conducted month-end closings within tight deadlines, creating many invoices with detailed commentary and accounting codes.

Education

MASTER OF BUSINESS ADMINISTRATION -

Northwood University
01.2023

BACHELOR OF ARTS - FINANCE

Northwood University
01.2022

Skills

  • Financial Analysis
  • Analytical and Critical Thinking
  • Adept and Adaptive
  • Relationship Management
  • Negotiation
  • Problem-Solving
  • Time and Work Management
  • Presentation & Communications
  • Software Proficiency: Word, Excel, PowerPoint, Outlook, M2M, SAP, MICS, MoneyGuidePro, Kwanti, Redtail

Websites

AWARDS/ RECOGNITION

Academic scholarship, 2 Athletic scholarships, Multiple Dean’s List, NCAA Division 2 All-American

Timeline

SALES ANALYST

Walor North America
01.2025 - 07.2025

INVESTMENT ANALYST

Spartan Wealth Management
06.2024 - 11.2024

FINANCIAL ANALYST

Troy Design & Manufacturing
10.2023 - 05.2024

BACHELOR OF ARTS - FINANCE

Northwood University

MASTER OF BUSINESS ADMINISTRATION -

Northwood University

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