Summary
Overview
Work History
Education
Skills
Timeline
Generic

Grant Allen

Little Rock,AR

Summary

I am seeking a role in financial planning where I can apply my financial acumen, client service skills, and passion for helping individuals achieve their long-term financial goals. I aim to contribute to a dynamic team by providing tailored investment strategies, building strong client relationships, and continuously developing my expertise in financial planning and portfolio management. I am looking for a place that will provide sound training while supporting my pursuit of financial certifications.

Overview

2
2
years of professional experience

Work History

Assurance Staff

HoganTaylor LLP
06.2023 - Current
  • Identified potential risks and areas for improvement through thorough analysis of financial statements and records.
  • Managed deadlines effectively, completing assignments on time while maintaining a focus on accuracy and quality.
  • Supported senior auditors in various tasks such as data gathering, analysis, testing procedures, and report preparation.

Education

Bachelor of Arts - Accounting And Finance

Ouachita Baptist University
Arkadelphia
05-2023

Skills

  • Data analytics
  • Teamwork and Collaboration
  • Relationship Building
  • Problem-solving
  • Effective communication
  • Time management

Timeline

Assurance Staff

HoganTaylor LLP
06.2023 - Current

Bachelor of Arts - Accounting And Finance

Ouachita Baptist University

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Grant Allen