Summary
Overview
Work History
Education
Skills
Additional Information
References
Timeline
Generic

Caleb Bulcha

Alexandria,VA

Summary

Finance professional with expertise in financial analysis, asset management, and data analytics seeking roles in finance, operations, data analysis, project management, and consulting. Skilled in financial modeling and cross-functional collaboration to drive business insights and operational efficiency.

Overview

3
3
years of professional experience

Work History

Assistant Asset Manager

Virginia Tech
Blacksburg, United States
01.2024 - Current
  • Played a pivotal role in the identification, tracking, and reconciliation of over $38 million in previously unaccounted assets, improving the institution's financial accuracy and asset oversight.
  • Developed and maintained relationships with stakeholders to ensure optimal asset performance.
  • Monitored budgets for all assets to ensure compliance with university policies.
  • Maintained accurate records of all transactions relating to assigned assets and their locations.

College of Business Market Researcher

Virginia Tech
Blacksburg, United States
06.2023 - 08.2023
  • Received hands-on training and advanced techniques in analyzing market trends at a top university.
  • Built a SQL database that compiled and would live update with changes in ticker price for the selected stocks we were tracking.
  • Developed research plans, including objectives, methodology and data collection techniques.
  • Collected, analyzed and interpreted market research data to identify trends.
  • Utilized artificial intelligence in collaboration with Professor Raman Kumar and peers to forecast stock movements
  • Created reports on findings from market research studies.
  • The most accurate week was 78% accurate.

OFRP: Financial Analyst Intern

Amazon
Seattle, United States
06.2022 - 08.2022
  • Worked with the Global Transportation Team to calculate Cost Per Package (CPP).
  • These efforts were utilized to support business partners working to increase U.S. supply chain efficiency and overall profits.
  • Built financial models and calculators to support business partners in their efforts to understand operational costs.
  • Presented weekly metrics on composition of and drivers of cost per package to 30+ business partners.
  • Received Amazon SQL training for database building.

Student Intern

The Takeoff Institute
Alexandria, United States
06.2021 - 08.2021
  • Received hands-on training and advanced Excel and PowerPoint techniques using Wall Street Prep.
  • Collaborated with Dean McArdle, COO of Incandescent, on a detailed analysis of workplace mental health.
  • Participated in weekly team meetings, providing research and data collection updates.
  • Developed a comprehensive report summarizing the findings of the research.
  • Designed graphic elements for presentation using Adobe Photoshop software tools.
  • Research in this study was published by Virginia Tech and even cited in the Harvard Business Review.

Education

Bachelor of Science - Finance (FinTech) , Minor in Political Science

Virginia Tech, Pamplin College of Business
Blacksburg, VA, United States
12.2023

Skills

  • Financial Modeling & Valuation
  • Data Analytics
  • Project Management
  • Financial Reporting & Analysis
  • Microsoft Office Suite
  • Communication & Collaboration
  • Operational Efficiency
  • Cost Control

Additional Information

Community Involvement: Mentor at UJIMA LLC, guiding underrepresented students to ease the difficult transition many minorities and first-generation students face entering college.

Leadership: Head of Outreach for Pamplin Leadership Development Team, organized student-industry leader engagement events.

Interests: Competitive running and athletics, fashion & design, film photography, and music production.

References

References available upon request.

Timeline

Assistant Asset Manager

Virginia Tech
01.2024 - Current

College of Business Market Researcher

Virginia Tech
06.2023 - 08.2023

OFRP: Financial Analyst Intern

Amazon
06.2022 - 08.2022

Student Intern

The Takeoff Institute
06.2021 - 08.2021

Bachelor of Science - Finance (FinTech) , Minor in Political Science

Virginia Tech, Pamplin College of Business
Caleb Bulcha