Summary
Overview
Work History
Education
Skills
Timeline
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Courtney Schmaltz

Farmington,MN

Summary

Detail-oriented financial assistant with excellent communication skills and proficiency in Excel and Outlook. Skilled in providing support to finance teams in fast-paced environments.

Overview

5
5
years of professional experience

Work History

Audit Logistics / Pre-Auditor

Tena Company
06.2020 - 11.2023
  • Selected appropriate loans for lender according to lenders’ guidelines
  • Received loan documents from lenders using various sites
  • Checked files for missing documents and sent out reverification's of assets and income
  • Completed various assignments as needed.

Financial Analyst Intern

Tennant Co.
05.2019 - 06.2020
  • Created visual reports for the manufacturing plant on shipments, production and efficiency with Microsoft Power BI
  • Attended meetings that dealt with the daily operations of the company
  • Reported out to business leaders about reports with Microsoft Power BI and gave personal recommendations to continue to build and utilize the software
  • Was asked to stay on throughout the school year to continue building visual reports with Microsoft Power BI.

Education

B.S. - Finance

Winona State University

Skills

  • Microsoft Office
  • Adaptability
  • Customer Service
  • Time Management
  • Leadership
  • Microsoft Power BI
  • Critical Thinking

Timeline

Audit Logistics / Pre-Auditor

Tena Company
06.2020 - 11.2023

Financial Analyst Intern

Tennant Co.
05.2019 - 06.2020

B.S. - Finance

Winona State University

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Courtney Schmaltz