Summary
Overview
Work History
Education
Skills
Certification
Academic Recognitions
Business Experience
Timeline
Generic

Blake Shepherd

Mobile

Summary

Dynamic finance professional with experience at PGIM Global Services, excelling in financial forecasting and analysis. Proven ability to enhance reporting capabilities and streamline operations while establishing strong interpersonal relationships. Adept at utilizing advanced tools, like Oracle, to drive insights and support strategic decision-making.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Server

Coastal
02.2024 - Current
  • Practices proper cash handling procedures by addressing the register/point-of-sale system after every transaction, collecting payment from guests and processing according to prescribed check-out procedures.
  • Demonstrate excellent service in a high-volume environment while entertaining guests.
  • Screens guest identification in accordance with alcohol sale and consumption guidelines.
  • Communicated effectively with kitchen staff regarding customer allergies or special requests.

Analyst, Investment Operations

PGIM Global Services
04.2023 - 04.2024
  • Responsible for the validation of portfolio and transaction level activity including income payments, acquisitions, distributions, corporate actions, and deal restructurings in sub-ledger systems (Investran).
  • Accurately completed quarterly and annual GAAP Supplementals in a timely manner to ensure valid reporting information for our investors.
  • Supported partners by preparing, analyzing, and distributing activity, income, and holdings reports on a daily, weekly, monthly, quarterly, and annual basis sourced from various internal data warehouses.
  • Supported regulatory reporting, accounting, ledger (ORACLE) entries, cash settlement, calculation and collection of fees, revenue reporting, AUM reporting, various reconciliations, and audit support.

FP&A Intern

BBB Industries
09.2022 - 12.2022
  • Further develop, automate, and utilize spreadsheets, databases, and various applications to assist with monthly tasks such as:
  • Generate reporting schedules that feed into management discussion and analysis packages presented to the CEO and Board of Directors.
  • Produce detailed variance analysis reports on departmental expenses, used to assist department leaders in managing costs.
  • Assist in improving reporting capabilities by gathering and uploading information to the reporting database including monthly inventory details, distribution center productivity metrics, and various historical capital investments.
  • Utilize Microsoft’s Power BI reporting tool to generate a daily sales report.

Education

Bachelor of Science - Business Administration

University of South Alabama
Mobile, AL
12.2022

Skills

  • Establishing and Maintaining Interpersonal Relationships
  • Making Decisions and Solving Problems
  • Organizing, Planning, and Prioritizing Work
  • Financial Forecasting and Analysis

Certification

  • Microsoft Excel Essential Training
  • Excel: Advanced Formulas and Functions
  • SQL Essential Training
  • Financial Modeling and Forecasting Financial Statements
  • Bloomberg: Market Concepts

Academic Recognitions

  • President’s Scholars List, Fall 2021, Spring 2022, Summer 2022, Fall 2022
  • Dean’s Scholars List, Summer 2021
  • GLO-BUS, Developing Winning Competitive Strategies Industry Champion
  • Outstanding Student Award, for Business Policy and Strategy Capstone Course
  • Theodore High School, 2016, Valedictorian, 4.5 GPA

Business Experience

  • Establishing and Maintaining Interpersonal Relationships
  • Making Decisions and Solving Problems
  • Organizing, Planning, and Prioritizing Work
  • Financial Forecasting and Analysis

Timeline

Server

Coastal
02.2024 - Current

Analyst, Investment Operations

PGIM Global Services
04.2023 - 04.2024

FP&A Intern

BBB Industries
09.2022 - 12.2022

Bachelor of Science - Business Administration

University of South Alabama

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