CASEY REYNOLDS
Bothell,WA
Summary
Experienced analyst currently working in private equity at Standish Management. I honed my analytic skillset through various client work as a freelance analyst in the SaaS and Real Estate sectors. I then worked as a Financial Analyst intern at Uwajimaya, where I further developed my analytic skillset, focusing more on finance. While in these experiences I've also worked as an educator, providing equitable and thoughtful instruction strengthening students' analytical and programming skills.
Overview
6
6
years of professional experience
Work History
Private Equity Associate
Standish Management
08.2023 - Current
- Developed and Maintained data models for capital call and distribution calculations.
- Created and distributed quarterly reporting workbooks, leveraging data visualization tools.
- Analyzed and calculated pro-rata investment splits across multiple funds.
- Managed and Calculated foreign investment data for limited partners, using data analytic tools.
- Conducted audit confirmations and prepared capital account statements, utilizing Allvue to streamline data analysis and reporting.
- Recorded investment journal entries, employing ETL data pipelines to maintain and update financial records.
- Utilized CRM to update investor data and manage investor communications, including PCAPs, quarterly reports, K1s, capital calls, and distributions.
Financial Analyst Intern
Uwajimaya
10.2022 - 06.2023
- Collaborated directly with CFO to develop and maintain quarterly financial workbooks.
- Created detailed budget reports for real estate development ventures, using Tableau to communicate financial performance.
- Developed and implemented financial models to support budgeting and forecasting, leveraging SQL and Tableau to communicate insights.
- Analyzed sales and expense data using SQL and Tableau to provide insights and boost financial performance.
Freelance Analyst
08.2019 - 06.2023
- Analyzed datasets in small and medium-sized startups in the SaaS niche.
- Launched and optimized marketing campaigns through Facebook and Instagram for SaaS and Real Estate sectors, utilizing SQL and Tableau to analyze and present data.
- Utilized SQL and Tableau to examine user experience across sites, providing actionable insights.
Education
Master of Science - Data Science
University of Arizona
Tucson, AZ08-2026
Bachelor of Arts - Business Administration, concentration Finance
University of Washington
Bothell, WA06.2023
Skills
- Financial modeling and analysis
- Excel proficiency
- SQL expertise
- Tableau visualization
- ETL pipeline development
- Ark and Allvue knowledge
- Effective communication
- Data analysis skills
- Attention to detail
- Python programming
- CRM management
Timeline
Private Equity Associate
Standish Management
08.2023 - Current
Financial Analyst Intern
Uwajimaya
10.2022 - 06.2023
Freelance Analyst
08.2019 - 06.2023
Master of Science - Data Science
University of Arizona
Bachelor of Arts - Business Administration, concentration Finance
University of Washington
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