Benjamin Bonitz
Beacon,NY
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
4
4
years of professional experience
Work History
Engagement Financial Advisor (Consultant)
Deloitte
06.2024 - Current
- Collaborate closely with client engagement teams, providing robust financial analysis and logistical support
- Prepare and present comprehensive financial summaries, analyzing life-to-date financial metrics, and offering actionable insights for performance improvement
- Utilize project management skills to oversee and support a wide range of projects, ensuring timely completion and adherence to financial goals
- Proactively manage budgeting, forecasting, and client billing, optimizing financial services for project teams.
Engagement Financial Advisor (Analyst)
Deloitte
07.2022 - 06.2024
- Collaborate closely with client engagement teams, providing robust financial analysis and logistical support
- Prepare and present comprehensive financial summaries, analyzing life-to-date financial metrics, and offering actionable insights for performance improvement
- Utilize project management skills to oversee and support a wide range of projects, ensuring timely completion and adherence to financial goals
- Proactively manage budgeting, forecasting, and client billing, optimizing financial services for project teams.
Operational Finance Intern
Crown Castle
05.2021 - 08.2021
- Conducted financial modeling for various projects, transactions, and forecasts, leveraging Excel for data interpretation and analysis
- Developed and delivered presentations to communicate financial results, forecasts, and strategic insights to senior stakeholders
- Monitored industry trends, estimates, and commentary to benchmark performance and support strategic decision-making
- Contributed to quarterly forecasting processes, projecting gross and net capex, monthly recurring revenue, and future sales.
Computer Generated Ordering Clerk (CGO)
Shoprite
03.2020 - 01.2021
- Assisted the store in optimizing inventory levels to enhance customer satisfaction and reduce capital costs
- Streamlined the ordering process, coordinating with vendors to ensure accurate inventory procurement for maximizing profits.
Education
Bachelor of Science - Mathematics And Business Economics
University At Albany
05-2022
Skills
- Financial Analysis and Modeling
- Budgeting and Forecasting
- Project Management
- Data Analysis and Interpretation
- Advanced Microsoft Excel
- Oracle
- Strong Mathematical and Statistical Skills
- Financial Modeling
Timeline
Engagement Financial Advisor (Consultant)
Deloitte
06.2024 - Current
Engagement Financial Advisor (Analyst)
Deloitte
07.2022 - 06.2024
Operational Finance Intern
Crown Castle
05.2021 - 08.2021
Computer Generated Ordering Clerk (CGO)
Shoprite
03.2020 - 01.2021
Bachelor of Science - Mathematics And Business Economics
University At Albany
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