Summary
Overview
Work History
Education
Skills
Certification
International experience
Timeline
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Daniel Francis

Daniel Francis

Midlothian

Summary

Results-driven finance educator with over 5 years of experience teaching and mentoring high school students in personal finance, investment strategies, and economic principles. Skilled in financial planning, analysis, and fostering a strong understanding of personal budgeting and investment options. Eager to transition into a financial advisory role and pursue a CFP designation, utilizing my financial expertise and passion for helping clients achieve their financial objectives.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Coach/Teacher

Midlothian High School
01.2013 - Current
  • Financial Math- Plan and build in-person and online Financial Math courses.
  • Provide guidance to students in overcoming challenges and identifying opportunities.
  • Instruct classes using Google Suite, and Excel and analysis of student data.
  • Built strong relationships with students and communicate with other stakeholders
  • Basketball Coach- 2018 Regional Champion/ State Semifinalist, 2 District Titles
  • Cross Country- Associate Head Coach 2018 State Team Qualifier, 2019-24 State Individual Qualifiers, 4 District Titles
  • STAR TEACHER Award 2017-18, 2021-22

Financial Clerk

The Church of Jesus Christ of Latter Day Saints
01.2017 - 01.2021
  • Budgeting, Accounting, Processing Expenses, Auditing, Communication
  • Improved financial accuracy by performing meticulous account reconciliations and identifying discrepancies.
  • Safeguarded church assets by establishing robust financial control mechanisms.
  • Streamlined financial processes for increased efficiency by implementing automated systems and software tools.

Basketball Graduate Student Manager

UTA Mens Basketball
01.2012 - 01.2013
  • Scout opposing team and simulate gameplay and personnel traits
  • Managed multiple projects simultaneously while prioritizing tasks according to urgency and importance in achieving institutional goals.

Data Management Team

Brigham Young University
01.2008 - 01.2009
  • Managed Student Teacher Cohorts for College of Education
  • Prepared Reports with Data Sets in Excel
  • Self-motivated, with a strong sense of personal responsibility.
  • Skilled at working independently and also collaboratively in a team environment.

Education

MBA -

Texas A&M Corpus Christi
08-2023

Bachelor of Arts - Exercise Science, Pedagogy, Math

University of Texas Arlington
Arlington, US
12.2012

Skills

  • Group leadership
  • Personable and friendly
  • Building relationships
  • Financial Planning
  • Communication & Client Relations
  • Analytical Thinking
  • Excel, Financial Software (eg, QuickBooks, Excel modeling)
  • Public Speaking / Presentation Skills

Certification

  • Securities Industry Essential Exam June 2024
  • Texas Educator Certificate
  • Physical Education (EC-12)
  • Math (8-12)
  • Bus Driver CDL

International experience

Attended school in Korea for 3 years and Germany for 1 year. Immersed in diverse cultural environments, gaining proficiency in adapting to new social settings. Enhanced global perspective through travel, professional exposure, and language immersion.

Timeline

Financial Clerk

The Church of Jesus Christ of Latter Day Saints
01.2017 - 01.2021

Coach/Teacher

Midlothian High School
01.2013 - Current

Basketball Graduate Student Manager

UTA Mens Basketball
01.2012 - 01.2013

Data Management Team

Brigham Young University
01.2008 - 01.2009

MBA -

Texas A&M Corpus Christi

Bachelor of Arts - Exercise Science, Pedagogy, Math

University of Texas Arlington

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Daniel Francis