Jack Allan
Charleston,United States
Summary
Detail-oriented accounting and management student skilled in Excel and data interpretation. Experienced intern with a passion for strategy and problem resolution. Committed to delivering strong results through effective task management and building valuable relationships.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Internship
Moonah Capital Partners
05.2024 - 08.2024
- Worked and was involved in the processes of raising funds pre-IPO
- Approached fee/background report issues diligently
- Involved in the production of documents for clients/investment firms.
Bartender/Waiter
Samphire restaurant at the Cape Schanck RACV resort
12.2021 - 01.2022
- Delivered customer service and served across numerous food and beverage roles for up to 300-person events
- Relished in quick-paced environments requiring immense attention to detail.
Landscaping
12.2021 - 01.2022
- Supported the creation of sporting fields throughout inner and outer Melbourne
- Guided the seamless introduction of grass fields into urban environments.
Education
Bachelor of Science - Accounting And Management
University of Charleston
Charleston, West Virginia, USA05.2026
Skills
- Interpersonal and Social Skills
- Research and analysis
- Problem-Solving
- Comparison Analysis
- Client Relationships
- Teamwork and Collaboration
- Report Preparation
- Excel proficiency
Extracurricular Activities
University of Charleston’s Men’s Varsity Soccer player, 2022 - Present JP Morgan Chase & Co. Asia Analyst Development Program (AADP), Mapped a client's needs to multiple departments in the bank, Analyzed excess cash flow and managed short-term investments. Citi Investment banking Job simulation, Completed a job simulation where acting as a buy-side analyst for a hypothetical client, Big Box Retail, who was looking to acquire a small retail company. Created a company profile for the target. Developed a five-year financial projection using an income statement model in Excel. Drafted a comparative company analysis.
Volunteer Experience
- Red Cross, 01/23, 12/24, Enabled free access to fire alarms for those in disadvantaged areas with the support of the Red Cross. Personally implemented equipment into households. Instilled valuable fire-safe information to residents and homeowners.
- Labor of Love, Charleston, West Virginia, USA, 01/22, 12/24, Revitalized YMCA buildings & improved social areas for disadvantaged youth in downtown Charleston, WV.
Certification
- Microsoft Office Specialist – Excel associate, 01/24
- Truist leadership certificate, 01/23
- HubSpot Search Engine Optimization, 01/24
- HubSpot Sales Management, 01/24
- HubSpot Sales Enablement, 01/24
Timeline
Internship
Moonah Capital Partners
05.2024 - 08.2024
Bartender/Waiter
Samphire restaurant at the Cape Schanck RACV resort
12.2021 - 01.2022
Landscaping
12.2021 - 01.2022
Bachelor of Science - Accounting And Management
University of Charleston
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