Antonio Gilbert
Phoenix,AZ
Summary
As a hardworking analyst with a deep passion of finance and the market; seeking to transfer strong organizational and team-oriented skills to a company within the financial sector through the analyst role.
Overview
4
4
years of professional experience
Work History
Business Operations Specialist
Arizona State University, Tempe Campus
02.2023 - Current
- Managed/processed 75+ procurement contracts between the university and supplier's from start to finish.
- Performed monthly account reconciliations for 12 accounts with balances ranging $15k - $2.3m
- Managed and processed payroll for over 70 pro-staff and student employees biweekly
- Coordinated event reservations for company's available meeting & ballroom spaces, processing payment and invoices for over 250 events
- Assisted in cross-departmental procurement of supplies, contracts, and payment agreements.
Associate Advisor
Brighton Jones
06.2021 - 11.2022
- Provided wealth management services to 50+ clients; each with $1.5m+ sized portfolios
- Navigated 6 data/financial systems and programs to assist managing client portfolios
- Created and ran 60+ financial models, simulations, and projections for client portfolios; all presented alongside leadership in client-facing meetings
Executive Assistant
Northern Arizona University, ASNAU
01.2020 - 04.2022
- Formed & managed three $800k+ budgets for university's student body government; met all government's needs with $20-40k for rollover each year
- Organized and gathered content for 50 leadership meetings; while insuring completion of all items from prior meetings
Resident Assistant
Northern Arizona Univ.
08.2019 - 05.2022
- Supported leadership in maintaining ideal living & resident experience; enabling deeper team bonding and trust formation
- Created and ran 25+ communal events for residents; fostering both inclusivity and connections
- Practiced and provided conflict resolution & emotional trauma support for 20+ residents; all resolved positively beyond measures set forth by the university and supervisors
Education
Bachelor of Science - Finance
Northern Arizona University
Flagstaff, AZ05.2022
Skills
- Customer/Client Relationship Management
- Modeling & Analysis Proficiency
- Interpersonal Communication Skills
- Excel & Access Proficiency
Timeline
Business Operations Specialist
Arizona State University, Tempe Campus
02.2023 - Current
Associate Advisor
Brighton Jones
06.2021 - 11.2022
Executive Assistant
Northern Arizona University, ASNAU
01.2020 - 04.2022
Resident Assistant
Northern Arizona Univ.
08.2019 - 05.2022
Bachelor of Science - Finance
Northern Arizona University
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