Jahquil Watson
Philadelphia,PA
Summary
Financial analyst with over five years of experience in financial management and operational reporting. Proven expertise in automating data processes, leading to enhanced reserve accuracy and more efficient decision-making. Strong analytical skills utilized to deliver actionable financial insights that drive organizational success.
Overview
1
1
Certification
7
7
years of professional experience
Work History
Financial Analyst
United States Liability Insurance Company
12.2018 - 07.2025
- Prepared monthly financial reports to expedite review cycles and enhance decision-making. Automated data consolidation processes, reducing manual reconciliation time and errors.
- Analyzed liability claim trends to refine financial models, enhancing reserve accuracy.
- Created and maintained financial models, charts, and reports using SAP, Microsoft Excel, and Books to provide actionable insights.
Investment Research Analyst Internship
RizqX (Singapore, Remote)
01.2024 - 08.2024
- Presented research findings to stakeholders, influencing allocation decisions and increasing portfolio exposure to key sectors.
- Developed financial models to forecast performance and support data-driven investment recommendations.
- Conducted market analysis identifying high-conviction investments, enhancing portfolio returns significantly.
- Streamlined research workflows, reducing analysis cycle time and accelerating decision-making.
Account Receivable Executive
OCF Realty
Philadelphia, PA
01.2022 - 08.2022
- Resolved billing discrepancies with clients, recovering outstanding amounts and improving collection rates.
- Implemented standardized invoicing procedures to expedite payment cycles and increase accuracy.
- Processed client invoices and reconciled accounts receivable, significantly reducing aged balances and improving cash flow.
- Generated weekly receivable reports to monitor cash flow and support informed management decisions.
Education
Bachelor of Science - Business Management/ Finance
Devry University
Philadelphia, PASkills
- Financial analysis
- Financial oversight
- Budgeting support
- Analytical research
- Proficient in Microsoft Excel
- Proficient in SQL, Python
- Organizational skills
- Team collaboration
Certification
- Entry Level Financial Analyst, Citi Bank
Hobbies and Interests
- Backpacking and Hiking
- Exploring famous landmarks, historical sites, and cultural attractions in a new destination.
- Team Sports
- Youth mentor, providing guidance and support to empower the next generation of leaders.
- Youth Development Programs
Volunteer work
- As a basketball youth coach I mentored junior participants providing guidance and support to promote personal development, team building, and emphasis on health.
Timeline
Investment Research Analyst Internship
RizqX (Singapore, Remote)
01.2024 - 08.2024
Account Receivable Executive
OCF Realty
01.2022 - 08.2022
Financial Analyst
United States Liability Insurance Company
12.2018 - 07.2025
Bachelor of Science - Business Management/ Finance
Devry University