Jack Watkins
Oxford,MS
Summary
Dynamic Financial Analyst with a proven track record at Warren Averett LLC, enhancing forecasting accuracy and optimizing budgets. Expert in cash flow analysis and portfolio management, blending teamwork orientation with meticulous attention to detail. Demonstrated success in strengthening client relations and driving financial planning strategies.
Positive, driven, and analytical with deep understanding of financial principles and market trends, combined with advanced skills in data analysis and financial modeling. Proficient in utilizing financial software and Excel for accurate reporting and forecasting. Committed to leveraging these abilities to support clients in achieving their financial goals and optimizing their investment strategies.
Offering solid background in financial principles and market analysis, eager to learn and grow in dynamic environment. Brings foundation in economic theories and financial regulations, coupled with strong analytical and problem-solving abilities. Ready to use and develop financial modeling and data analysis skills in any role.
Overview
2
2
years of professional experience
Work History
Financial Representative Intern
Northwestern Mutual
05.2024 - 08.2026
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Maintained accurate, up-to-date financial spreadsheets and databases for reliable reference.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Discussed financial options with clients and provided informed suggestions.
Financial Analyst
Warren Averett LLC
05.2024 - 06.2026
- Collaborated with cross-functional teams to optimize budgets, resulting in improved resource allocation.
- Played a key role in annual audits by preparing detailed schedules, supporting documentation, and assisting auditors throughout the process.
- Enhanced forecasting accuracy through the development of sophisticated financial models and tools.
- Strengthened relationships with external partners through timely communication and collaboration.
Education
MBA - Accounting
University of Mississippi
University, MS05-2028
Skills
- Teamwork orientation
- Cash flow analysis
- Retirement planning
- Portfolio management
- Investment strategies
- Attention to detail
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Timeline
Financial Representative Intern
Northwestern Mutual
05.2024 - 08.2026
Financial Analyst
Warren Averett LLC
05.2024 - 06.2026
MBA - Accounting
University of Mississippi