Davis Nielsen
Mapleton
Summary
Highly motivated finance and operations professional seeking a merit-driven environment where high performance and dedication align with career progression. Analytical and operational experience across a FinTech startup and at Goldman Sachs provides me a strong foundation for success.
Overview
5
5
years of professional experience
Work History
Customer Operations Analyst
Auxilius
12.2024 - Current
- Supported customers monthly by processing financial statements for period end/close - ensuring an accurate accrual.
- Helped implement customers financial budgets and contracts into an FP&A software and supported ongoing customer needs such as change orders and contract expansion tasks.
- Managed multiple projects simultaneously, delivering results within tight deadlines while maintaining high-quality standards.
Private Banking Analyst
Goldman Sachs
08.2023 - 12.2024
- Collaborated closely with advisors and clients to establish and manage securities-based lines of credit (SBLOC).
- Assisted high net-worth clients with investment account and portfolio needs.
- Provided direct communication between advisors, sales reps, clients, technical and operations personnel.
Sales Development Representative
DigiCert
08.2021 - 05.2023
- Prospected and developed leads in efforts to set up online sales meetings
- Developed pipeline and executed strategies to close sales
- Consistently met sales quotas.
Education
Bachelor of Science - Finance
Utah Valley University
Orem, UT08-2024
Skills
- Educated and experienced in finance and accounting
- Proficient with Excel
- Proven in SAAS sales and post-sales
- Passionate about improvement and growth
- Confident and effective communicator
- Driven self-starter
Timeline
Customer Operations Analyst
Auxilius
12.2024 - Current
Private Banking Analyst
Goldman Sachs
08.2023 - 12.2024
Sales Development Representative
DigiCert
08.2021 - 05.2023
Bachelor of Science - Finance
Utah Valley University