Summary
Overview
Work History
Education
Skills
Professional Development
Timeline
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Chance Carroll

Grand Rapids,MI

Summary

Experienced Financial Analyst with a background in managing and interpreting financial data to support business decision-making. Strong skills in budgeting, forecasting, and financial modeling paired with the ability to communicate complex financial concepts clearly. Notable impact made on previous work through identifying cost-saving opportunities and enhancing operational efficiency.

Overview

3
3
years of professional experience

Work History

Financial Analyst

Puremex
Grandville, MI
01.2025 - Current
  • Generated comprehensive income statements by analyzing and consolidating data like net sales, labor costs, and inventory expenses.
  • Implemented efficient systems for tracking expenses and sales to streamline data organization.

Private Equity Intern

Monroe Equity Partners
Grand Rapids, MI
08.2024 - 10.2024
  • Organize and track investment pipeline for FY 2024, categorizing and managing deal flow, improving project management, and supporting strategic business decisions
  • Conducted research on AI-driven aviation startups, identifying predictive maintenance and ancillary revenue tools for potential investment opportunities, supporting strategic portfolio decisions
  • Generate and maintain an executive contact database for business development outreach, facilitating direct engagement with key industry decision-makers

Shift Leader

Tropical Smoothie
Brighton, MI
11.2021 - 08.2024
  • Helped store management verify daily income and receipts totaling over $5,000 in daily sales
  • Trained over 20 new employees, improving team productivity and operational efficiency
  • Led shifts as the senior employee at the 2nd highest-grossing store in Michigan, overseeing daily operations and maintaining a consistent flow of 300+ orders during peak hours

Education

Bachelor of Business Administration - Finance

Grand Valley State University - Seidman College of Business
Grand Rapids, MI
04.2026

Skills

  • Microsoft Office
  • SAP
  • Capital IQ, PitchBook
  • Salesforce

Professional Development

Portfolio Manager

Treasurer

Timeline

Financial Analyst

Puremex
01.2025 - Current

Private Equity Intern

Monroe Equity Partners
08.2024 - 10.2024

Shift Leader

Tropical Smoothie
11.2021 - 08.2024

Bachelor of Business Administration - Finance

Grand Valley State University - Seidman College of Business

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Chance Carroll