Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Isaiah Dunham

Chandler,IN

Summary

Self-driven individual with business acumen and proven interpersonal skills. Built a multi-unit franchise business while simultaneously studying economics at Yale University. I am eager to apply my relational, detail-oriented, and high work ethic skillset to make a positive impact in an associate advisor role.

Overview

6
6
years of professional experience

Work History

Financial Analyst

Gibbs Die Casting
Henderson, KY
04.2024 - Current
  • Partner with the various company departments to develop the Annual Operating Plan.
  • Analyze and present monthly financial results to executive leadership.
  • Monitor and report customer sales trends monthly, highlighting variances from forecast to budget.
  • Work with members of the finance team to complete the monthly and quarterly profit reports.
  • Train financial analysts on company standards and practices.

Franchise Owner/Operator

Parlor Doughnuts
Fort Worth, TX
08.2020 - Current
  • Transitioned to a passive ownership role beginning 04/2024.
  • Oversaw all operations of two Parlor Doughnuts locations.
  • Built a 35-person team member across both restaurant locations.
  • Reviewed financial statements and conducted market research to inform pricing decisions.
  • Created, innovated, and trained team members on internal restaurant systems to increase customer satisfaction, minimize waste, improve productivity, and reduce turnover.
  • Consistently analyzed sales to inform hours of operations and staffing decisions.

Supply Chain Managing Intern

Mark's Fireworks and Mattresses
Evansville, IN
04.2020 - 08.2020
  • Oversaw all warehouse operations for the Midwestern fireworks and mattress chain during the companies busiest season of the year.
  • Worked personally with the company owner on a daily basis, further developing business acumen.
  • Oversaw scheduling and operations of a 12 man team, ensuring attention to detail in all daily responsibilities.

Financial Representative Intern

Northwestern Mutual
Evansville, IN
05.2019 - 09.2019
  • Worked with experienced financial advisors to develop personalized financial plans for prospective and existing clients.
  • Gathered potential clients socioeconomic data and personal preferences to use companies proprietary technology to create personalized financial plans.
  • Scheduled appointments, conducted meetings, and provided services for clients with varying personal and economic status.
  • Clientele ranged from young six figure income producing professionals to more established high net worth clients.

Education

Bachelor of Arts - Economics

Yale University
New Haven, CT
05-2022

Skills

  • Relationship Building
  • Business Acumen
  • Financial Planning
  • Finance
  • Microsoft Excel
  • Microsoft Powerpoint
  • Analytical
  • Budget Development

Affiliations

Member of the Yale Football team from 2018-2019.

Member of the Yale Club Basketball team from 2019-2022

Timeline

Financial Analyst

Gibbs Die Casting
04.2024 - Current

Franchise Owner/Operator

Parlor Doughnuts
08.2020 - Current

Supply Chain Managing Intern

Mark's Fireworks and Mattresses
04.2020 - 08.2020

Financial Representative Intern

Northwestern Mutual
05.2019 - 09.2019

Bachelor of Arts - Economics

Yale University
Isaiah Dunham