Experienced Financial Analyst with a background in managing and interpreting financial data to support business decision-making. Developed skills in budgeting, forecasting, and financial modeling paired with the ability to communicate complex financial concepts clearly. Notable impact made on enhancing operational efficiency.
Overview
6
6
years of professional experience
Work History
Financial Analyst
Penn Entertainment
Columbus
02.2024 - Current
Partnered with over 25 departments to develop and oversee annual casino budgets, ensuring alignment with PENN Entertainment’s strategic and financial objectives.
Produced detailed financial reports to monitor key performance indicators such as profitability, historical trends, and compliance, providing senior leadership with actionable insights.
Analyzed large datasets using SQL and Excel to uncover financial and market share trends, assess marketing event impact, and identify opportunities to improve overall property performance.
Delivered data-driven presentations to senior and corporate leadership, highlighting revenue growth opportunities and supporting strategic decisions with marketing proformas and performance insights.
Valuation Analyst
Colliers International
Columbus
08.2021 - 12.2023
Appraised a wide range of property types, with a primary focus on RV parks and manufactured housing communities, while also working on office buildings and apartment complexes; developed a nuanced understanding of the valuation factors unique to these asset classes.
Collaborated directly with lenders and private investors to ensure appraisal reports met their specific requirements, tailoring deliverables to support financing and investment decisions.
Collected and analyzed key data sources—including financial statements, tax records, and purchase agreements—sourced primarily from property contacts and lenders, to inform accurate valuations.
Utilized Microsoft Excel and Word to develop detailed, standardized appraisal reports, applying a data-driven approach to evaluate comparables, rental income, expenses, and market conditions.
Conducted on-site property inspections to verify physical condition and compliance with expected standards, identifying potential issues and validating assumptions used in the valuation process.
Loan Officer Assistant
The Aric French Team-Guild Mortgage/Academy Mortgage
Columbus
08.2020 - 06.2021
Guided clients through the homebuying process, aligning loan options with their financial goals and assisting with the completion of mortgage applications to ensure a smooth and informed experience.
Reviewed and analyzed clients’ personal and financial information to structure tailored loan solutions that met their short- and long-term objectives.
Delivered exceptional customer service, maintaining clear, proactive communication, demonstrating empathy, and fostering trust to create a positive experience—even in high-pressure situations.
Built and nurtured relationships with local real estate agents, coordinating networking events alongside the branch manager to generate referrals and increase branch visibility.
Risk Analyst Apprentice (Internship)
First National Bank
Hermitage
05.2019 - 08.2019
Supported a new, organization-wide risk assessment framework, developing improved methods for processing, interpreting, and rating risk indicators across all 53 departments at First National Bank.
Collaborated with corporate department managers to collect and analyze quarterly data, contributing to the creation of risk assessments and helping address department-specific concerns, while ensuring deadlines were met with a strong focus on accuracy and quality.
Reviewed procedural documentation for select business units to identify critical operational steps and translated findings into comprehensive process maps using Microsoft Visio.
Designed high-level visual process maps to enhance risk identification and provide executive leadership with clear, end-to-end overviews of core operations, enabling more effective audits and process optimizations.
Education
B.S. - Finance, Marketing
Youngstown State University
Youngstown
12.2019
Skills
Microsoft Office
Teamwork
SQL proficiency
Data analysis
Business Intelligence Tools
Affiliations
Running
Toastmasters
Graduate of the Emerging Leaders Program
International Travel Enthusiast
Timeline
Financial Analyst
Penn Entertainment
02.2024 - Current
Valuation Analyst
Colliers International
08.2021 - 12.2023
Loan Officer Assistant
The Aric French Team-Guild Mortgage/Academy Mortgage