Elijah Brooks
Summary
Finance graduate with experience in financial analysis, risk evaluation, business operations, and regulatory compliance within fast-paced corporate environments. Skilled at analyzing complex data, improving operational efficiency, and collaborating across cross-functional teams. Strong foundation in financial modeling, capital markets, and Excel, with a passion for leveraging technology, AI, and data-driven solutions to improve financial decision-making. Eager to contribute analytical thinking, adaptability, and a continuous learning mindset in a dynamic organization.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Claims Representative
Sedgwick
Rocklin, CA
10.2025 - Current
- Analyze financial and operational documentation to evaluate risk exposure, identify issues, and support business decision-making.
- Review complex case documentation to ensure compliance with regulatory requirements, internal policies, and documentation standards.
- Manage high-volume operational workflows by prioritizing competing responsibilities while consistently meeting deadlines and quality standards.
- Administer financial benefit transactions with a strong focus on accuracy, compliance, and timely processing.
- Prepare detailed reports and maintain accurate documentation to support business operations, risk management, and audit readiness.
- Collaborate with cross-functional teams and external stakeholders to resolve operational issues, improve workflow efficiency, and deliver positive customer outcomes.
Seasonal Fulfillment Expert
Target
06.2022 - 09.2024
- Handled order fulfillment tasks, ensuring accuracy in processing and packing shipments while upholding safety and quality standards.
- Collaborated with front-end teams to enhance customer interactions and streamline workflow.
- Delivered excellent customer service, swiftly resolved inquiries, and supported cashier operations during peak periods.
Student Operations Assistant
San Jose State University
08.2022 - 12.2023
- Delivered information on program services and facilities, enhancing customer satisfaction.
- Educated customers on policies and procedures, ensuring compliance and promoting safety.
- Conducted orientations and health education, contributing to improved member engagement.
- Supported marketing and customer service initiatives, enhancing program visibility and member engagement.
- Enforced recreation center policies consistently, maintaining a safe and well-organized environment.
- Executed administrative tasks and proactively addressed facility needs, ensuring smooth operations.
- Processed monthly membership payments accurately to uphold service continuity for members.
Education
BACHELOR OF SCIENCE - BUSINESS FINANCE
San Jose State University
05-2025
Skills
Finance & Analytics
- Financial Analysis
- Business Analysis
- Data Analysis
- Financial Reporting
- Financial Modeling (DCF, Valuation Fundamentals)
- Risk Assessment
- Market Research
Technical
- Microsoft 365 (Excel, Word, PowerPoint, Outlook)
- Google Workspace (Sheets, Docs, Slides, Drive)
- Advanced Excel (Pivot Tables, XLOOKUP/VLOOKUP, IF Formulas, Financial Functions)
- AI Productivity Tools (ChatGPT, Claude, Microsoft Copilot)
- Case & Workflow Management Systems
- Data Review & Documentation Standards
Financial Markets
- Capital Markets
- Financial Institutions
- Equity, Futures & Options Markets
- Risk & Return Analysis
- Hedging Concepts
- Interest Rate & Market Structure Analysis
Business Operations
- Process Improvement
- Project Coordination
- Cross-Functional Collaboration
- Problem Solving
- Business Documentation
- Regulatory Compliance
- Time & Priority Management
Projects
Personal Finance & Portfolio Dashboard
- Built a custom financial dashboard to monitor investments, budgeting, savings allocation, and portfolio performance by leveraging AI tools including ChatGPT, Claude, and Perplexity.
Market Research & Investment Analysis
- Performed market research using statistical analysis, technical analysis, and risk management principles to evaluate investment opportunities.
Certification
- Corporate Finance: Environmental, Social, and Governance (ESG) – LinkedIn Learning (2024)
Interests
- FinTech
- Artificial Intelligence
- Financial Markets
- Data Analytics
- Process Automation
Timeline
Claims Representative
Sedgwick
10.2025 - Current
Student Operations Assistant
San Jose State University
08.2022 - 12.2023
Seasonal Fulfillment Expert
Target
06.2022 - 09.2024
BACHELOR OF SCIENCE - BUSINESS FINANCE
San Jose State University