Jadon Hackl
Estero
Summary
Financial Analyst with 2+ years of experience in financial data analysis, reporting, and providing insights to support business decisions. Skilled in financial modeling, forecasting, and asset valuation. Proficient in financial software and Excel for data analysis. Strong communicator with the ability to present complex financial information to both technical and non-technical stakeholders. Detail-oriented and committed to accuracy and efficiency.commitment to accuracy, efficiency, and continuous improvement.
Overview
2
2
years of professional experience
Work History
Financial Analyst
LTC Global
05.2023 - Current
- Conducted detailed financial analysis to identify and evaluate changes, trends and potential areas of improvement or concern in value of receivables.
- Determined most valuable location of assets to be used for collateral among 4 different loans, shifting assets based off covenants of loans and characteristics of receivables
- Managed contracts with agencies, calculating biweekly payments based on production
- Tracked profitability of contracts and agency acquisitions through excel by building financial models
- Created quarterly valuations of carrier commissions account receivables, and determined value off of projected cash flows and termination rates
- Responsibilities also included monthly accounting, training new hires, and external representation of the firm
Financial Analyst Intern
LTC Global
11.2022 - 05.2023
- Maintained databases by verifying information and recording new information when needed.
- Used Excel to calculate profitability and persistence of alternative insurance based assets.
- Became very proficient in writing SQL queries in order to export large amounts of financial data from internal databases
- Participated in conference calls and meetings and interacted with key leaders.
Education
BS - Financial Analysis And Management
Florida Gulf Coast University
Fort Myers, FLCertified in Bloomberg Market Concepts -
Bloomberg Market Concepts
Fort Myers, FL04.2022
Skills
- Analyze complex technical information and data bases
- Skillful and proactive with Excel pivot tables and formulaic models
- Management accounting
- Auditing procedures
- Strategic planning based on
- Proficient in SQL Query writing
- Familiarity with Python
- Coordinating with other departments and teams
Leadership Experience
Warden, Executive Board Position, Phi Delta Theta Fraternity
- Philanthropy
- Leadership Conference
- Event Planning
- Recruitment
- Leader of Ethics Board
- Internal Relations
- Keeper of Ritual and Justice
Timeline
Financial Analyst
LTC Global
05.2023 - Current
Financial Analyst Intern
LTC Global
11.2022 - 05.2023
BS - Financial Analysis And Management
Florida Gulf Coast University
Certified in Bloomberg Market Concepts -
Bloomberg Market Concepts
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