Gavin Cox
Salt Lake City
Overview
3
3
years of professional experience
Work History
Financial Analyst II - FP&A
Zions Bancorporation
Salt Lake City
05.2024 - Current
- I provide daily support to Zions Bancorporation affiliate CFOs, upper management, and loan officers. This includes creating financial reports and providing important analyses.
- I provide month-end reporting, commentary, and research on income statement and balance sheet items for our banking affiliates.
- I assist and support yearly budget planning, quarterly forecasting, and quarterly budget recasting. This includes providing support on various levels of the budget process, with affiliate-planned and centrally planned items.
- I conduct variance analysis to compare budgeted figures against actual results, and I identify the causes of discrepancies.
- I prepare a quarterly slide deck financial presentation, with full commentary and research, and present it to the Retail Executive Vice President and top retail management. I illustrated concepts with charts and graphs, showing historical and forecasted trends.
- I analyze complex financial information to offer recommendations to management, driving decision-making.
Financial Analyst I
Zions Bank
Salt Lake City
01.2023 - 06.2024
- Worked directly under the Zions Bank CFO to provide financial reporting and research.
- Utilized financial software and advanced Excel functions to streamline data analysis and reporting processes.
- Developed financial analysis reports and presentations by applying acquired financial principles.
- Conducted variance analysis to compare budgeted figures against actual results and identified causes of discrepancies.
- Analyzed complex financial information to offer recommendations to management, driving decision-making.
- Prepared monthly, quarterly and annual financial reports for management review.
Financial Wellness Peer Coach
Southern Utah University
Cedar City
01.2022 - 12.2022
- I was tasked with helping current students who were struggling financially, and providing them with the tools they needed to succeed and stay enrolled in classes.
- I met one-on-one with students to create budgets, helping them apply for scholarships and grants, talking them through the student loan issuance and repayment process, and answering other personal finance-related questions.
- I did outreach to students who had large balances on their accounts to offer help in decreasing those balances.
Education
Bachelor of Science - Finance
Southern Utah University
Cedar City, UT12-2022
Skills
- Financial analysis
- Variance analysis
- Budgeting
- Forecasting
- Financial reporting
- Microsoft Excel
- SAP Business Objects
- Power BI
- Presentation skills
- SQL
- Written communication
- Interpersonal skills
Languages
Portuguese
Professional
Timeline
Financial Analyst II - FP&A
Zions Bancorporation
05.2024 - Current
Financial Analyst I
Zions Bank
01.2023 - 06.2024
Financial Wellness Peer Coach
Southern Utah University
01.2022 - 12.2022
Bachelor of Science - Finance
Southern Utah University
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