Jacob Drexler
Summary
Dedicated Business Analyst with a robust background in economics seeking a position as an FP&A Analyst. Proficient in financial analysis with Power BI and adept at using data transformation tools like Alteryx. Demonstrated success in identifying trends within businesses and enhancing operational efficiency. A keen eye for detail, coupled with refined interpersonal skills and the ability to eloquently communicate intricate financial nuances. Proven track record of cross-functional collaboration, delivering actionable insights to inform strategic decision-making.
Overview
4
4
years of professional experience
Work History
Business Analyst
Carlisle Construction Materials
Scottsdale, AZ
01.2023 - Current
- Collaborated to integrate data streams from multiple ERPs, resulting in the creation of consolidated and streamlined reporting
- Conducted comprehensive year over year analysis on sales bookings and billings, extracting vital metrics for business insights
- Formulated and implemented Analytics processes to establish a scalable and sustainable environment, fostering the growth of the analytics team
- Assumed the role of system administrator for the Alteryx service, overseeing system setup, user onboarding, and ensuring adherence to gallery best practices.
- Enabled data-driven decision making with advanced analytics tools, generating valuable insights for the organization.
Mortgage Loan Officer
Wells Fargo
Phoenix, AZ
06.2020 - 01.2023
- Originated a diverse range of mortgage loans, including FHA, VA, Conventional, and Non-Conforming, of up to $2MM while strictly adhering to loan compliance requirements
- Employed consultative techniques and needs-based selling strategies to effectively communicate the advantages of various loan options to clients
- Demonstrated exceptional performance by closing over $40MM in loans within a 2-year period, averaging 12 deals closed per month in 2021
- Conducted thorough analysis of projected total loan payments for current loans, comparing them to alternative options in order to identify opportunities for enhancement and provide optimal solutions.
- Increased loan approval rates by efficiently managing pipeline of up to 110 clients and maintaining strong cross-functional relationships with realtors and underwriters.
Education
Bachelor of Arts - Economics
The University of Arizona, Eller College of Management
Tucson, Arizona05.2020
Skills
- Power BI
- Workflow Analysis
- Financial Modeling
- Management Reporting
- Dashboard Creation
- Alteryx
- Cross-functional Collaboration
- Data Analysis
- Negotiation
- Sales
Languages
German
Limited Working
Timeline
Business Analyst
Carlisle Construction Materials
01.2023 - Current
Mortgage Loan Officer
Wells Fargo
06.2020 - 01.2023
Bachelor of Arts - Economics
The University of Arizona, Eller College of Management