Carson S. Staples
Nashville,TN
Summary
An ever-growing individual with a rare amount of unique business experience who is exploring potential opportunities to enhance his career. A mindset that dives deeper to find out why something works, not just accepting that it does. Versatile and very strong with financial analysis, establishing and maintaining relationships, and exceeding goals. Never content with results and always looking for ways to improve. Exceptional communication skills centered around listening then acting as needed.
Overview
4
4
years of professional experience
Work History
Senior Financial / Investor Relations Analyst
Delek US Holdings / Delek Logistics Partners
Brentwood, TN
08.2022 - Current
- Participate in outreach to sell-side analysts and discuss with them as needed, trends in the industry
- Maintain analysis of analysts' forecasts to understand the trends modeled into expectations
- Using NASDAQ IR Insight and regular review of published reports, maintain an updated summary of analysts' quarterly and annual earnings estimates, opinions and price targets for DK and DKL
- Track analyst research on peers and general industry topics: distribute to senior management and Board of Directors as appropriate
- Identify and evaluate analyst earnings estimates, opinions and research
- Analyze stock performance, valuation relative to peer group
Financial Analyst
Cummins Business Services, Kelly Services, INC, Cummins
Nashville, TN
12.2020 - 08.2022
- Capital Invoices- Lead on actioning highest priority invoices that need to be paid out in a timely manner for stakeholders to meet forecast
- Escalations- Working directly with supervisors to action anything that is needed
- Invoice Entry Requests- Research and key escalated invoices for prompt payment
- Back End Scanning Project- Lead for a year-long project that pulls invoices currently without backup documentation - research and ensure proper audit control
- SaaS Escalation Point of Contact- Listed as the point of contact on my team for all local issues with SaaS
- Back up for email and call center teams
Financial Advisor
Shoemaker Financial
Nashville, TN
11.2019 - 12.2020
- Acquire and maintain clients and give investment recommendations suitable for each individual
- Give presentations to existing and potential clients through professional meetings
- Professional Services include, but are not limited to: Financial Needs Analysis, Life Insurance, Disability Insurance, Long-Term Care Insurance, Variable/Fixed Annuities, Suitable securities
- Licenses (expired) include: Life and Accident Health Insurance, SIE, Series 7
Finance and Internal Controls Intern
Kentucky Housing Corporation
Lexington, KY
12.2018 - 05.2019
- Assist with developing, maintaining, and analyzing data as needed for research projects, map preparation, internal data requests, and strategic planning
- Perform geospatial analysis of housing data, including use of ESRI ArcGIS mapping software and Tableau data analytic software
- Assist with researching and analyzing potential sources of funding for new and existing program initiatives
- Prepares financial and forecasting reports for management, as needed
- Assists in the collection of housing and financial information for annual reports and other required documents
Education
Bachelor of Business Administration - Finance, Minor in Communications
University of Kentucky, Gatton College of Business And Economics
08.2019
Skills
- Strong intrapersonal skills and relationship management experience
- Proven presentation skills and experience presenting in front of Executives and Board of Directos
- Proficient in Microsoft Office- Excel, Word, Powerpoint, OneNote
- Financial budgeting and forecast in Power BI
- Oracle SaaS
- SalesForce
Hobbies
- Avid Kentucky sports fan
- Horse racing junkie
- Golfer with an 8 handicap
- Plays tennis and basketball a few times a year to be able to add it here
Timeline
Senior Financial / Investor Relations Analyst
Delek US Holdings / Delek Logistics Partners
08.2022 - Current
Financial Analyst
Cummins Business Services, Kelly Services, INC, Cummins
12.2020 - 08.2022
Financial Advisor
Shoemaker Financial
11.2019 - 12.2020
Finance and Internal Controls Intern
Kentucky Housing Corporation
12.2018 - 05.2019
Bachelor of Business Administration - Finance, Minor in Communications
University of Kentucky, Gatton College of Business And Economics
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