Hi, I’m
JACK PATTERSON
Financial Practitioner
San Diego,CA
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
4
years of professional experience
1
Certification
Work History
University Accounting & Reporting
Student Assistant
06.2021 - 08.2023
Job overview
- Posted, printed, imaged, and scanned journal entries
- Contributed to budget forecasting, asset management, and accrual reconciliation projects
- Worked with Peoplesoft, Excel, Outlook, and Perceptive Content ImageNow software
Big Al's at the Beach
Store Associate
06.2021 - 10.2021
Job overview
- Practiced customer service skills behind the register and developed barista & custodial skills at Avila Beach's favorite Hawaiian shave ice shop
Associated Students Inc.
Intramural Soccer Official
01.2020 - 03.2020
Job overview
- Ensured co-ed intramural soccer and futsal games I officiated were conducted in a safe and orderly manner and communicated effectively with other officials to make timely decisions
Welbe Health
Project Assistant
07.2019 - 08.2019
Job overview
- Supported a site launch for a community-based healthcare organization caring for the elderly
Education
California Polytechnic State University - Orfalea College of Business, San Luis Obispo, CA
Bachelor of Science in Business Administration from Financial Management
06.2023
University Overview
- Dean's list: [Fall 2019, Winter 2021, Spring 2022, & Winter 2023]
- GPA: 3.42
- Relevant Coursework: Advanced Corporate Finance, Security Analysis & Portfolio Management, Fixed Income Securities Market, Intro to Futures & Options, Money Banking & Credit, Real Estate Finance, International Trade Theory, Econometrics
- Senior Project: Analysis of Silicon Valley Bank's 2023 Collapse with Jake Salomon
Francis Parker High School, San Diego, CA
High School Diploma
06.2019
University Overview
- GPA: 4.2
- Varsity Soccer
- Water Polo
- Woodworking
Skills
- Accounts Payable and Accounts Receivable
- Ledger and Journal Entries
- Monthly Reconciliations
- Microsoft Excel
- Budgets and Forecasting
- Financial Statements Expertise
- Bookkeeping Principles
- Attention to Detail
- Cash Flow Analysis
- Financial Assessment
Volunteer Experience
- Volunteer at Sports 4 Exceptional Athletes, a San Diego non-profit organization that creates enhanced opportunities for people in our community living with disabilities to engage with others through sports.
- DJ & Sports Chair (2022) of the Zeta Phi Chapter of Theta Chi Fraternity at Cal Poly San Luis Obispo
Certification
- Lean Six-Sigma Green Belt Certification (12-week study)
- Emerging Leaders Series Certification (10-week program)
Timeline
Student Assistant
University Accounting & Reporting
06.2021 - 08.2023
Store Associate
Big Al's at the Beach
06.2021 - 10.2021
Intramural Soccer Official
Associated Students Inc.
01.2020 - 03.2020
Project Assistant
Welbe Health
07.2019 - 08.2019
California Polytechnic State University - Orfalea College of Business
Bachelor of Science in Business Administration from Financial Management
Francis Parker High School
High School Diploma
- Lean Six-Sigma Green Belt Certification (12-week study)
- Emerging Leaders Series Certification (10-week program)
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