Jaden Vaughan
Raleigh,NC
Summary
Analytical Finance graduate with experience managing client processes, forecasting demand, and driving strategic business decisions through data analysis. Demonstrates strong relationship management and effective stakeholder communication while navigating complex workflows. Offers a consultative approach adaptable to roles in Talent Acquisition, Asset & Wealth Management, and strategic business initiatives.
Overview
2
2
years of professional experience
Work History
Tax Professional
H&R Block
Raleigh, NC
10.2025 - Current
- Serve as a primary client contact, managing expectations, timelines, and outcomes through consultative communication.
- Manage end-to-end client lifecycle across 300+ cases in a high-volume, deadline-driven environment.
- Maintain strict adherence to confidentiality, compliance, and regulatory standards.
- Forecast seasonal demand with 98% accuracy, supporting staffing, workflow planning, and capacity optimization.
- Track productivity metrics, turnaround times, and pipeline volume using Excel dashboards and reports.
Manager In Training Internship
Republic Finance
Greensboro, NC
01.2025 - 05.2025
- Presented summarized insights and trend analysis to leadership, facilitating informed strategic decisions.
- Developed Excel tracking tools for monitoring application pipelines, approvals, and volume trends, improving visibility into processing workflow.
- Partnered cross-functionally with operations and compliance teams to align capacity with demand forecasts.
- Analyzed financial, credit, and applicant data, informing risk evaluation and enhancing operational decision-making.
AI Data Analyst Internship
Outlier
Greenville, TX
05.2024 - 01.2025
- Reviewed analytical models and datasets to ensure accuracy and consistency, enhancing overall quality control.
- Coordinated multiple concurrent workstreams, effectively prioritizing tasks to meet project deadlines.
Future Leadership Program
CVS Health
Cumberland, RI
10.2023 - 01.2024
- Analyzed operational trends impacting performance and resource allocation.
- Communicated insights to cross-functional stakeholders to support data-driven decisions.
- Developed budgeting and forecasting models to support planning and variance analysis.
Education
Bachelor of Science - Accounting & Finance
North Carolina A&T State University
Greensboro, NC05.2025
Skills
- Understanding tax certificate
- Financial modeling
- Market analysis
- Bloomberg Finance Fundamentals
- Bloomberg Marketing Concepts
- ESG Certified
- Excel reporting
- Microsoft Excel Certified
- Bloomberg Terminal
- PowerPoint Word
- Process management
- Stakeholder management
- Pipeline tracking
- Advisory support
Affiliations
TRIO Program Member | North Carolina A&T State University
Timeline
Tax Professional
H&R Block
10.2025 - Current
Manager In Training Internship
Republic Finance
01.2025 - 05.2025
AI Data Analyst Internship
Outlier
05.2024 - 01.2025
Future Leadership Program
CVS Health
10.2023 - 01.2024
Bachelor of Science - Accounting & Finance
North Carolina A&T State University