Summary
Overview
Work History
Education
Skills
Leadership/Athletics
Certification
Timeline
Generic

Jake Allen

State College,,PA

Summary

Driven student-athlete with a passion for finance. Currently studying in the STEM designated Master in Finance program at Penn State, while working through the Kaplan-Schweser CFA level 1 exam curriculum. Combines real life and classroom experience with finance and accounting which includes, financial statement analysis, company valuations, and financial modeling.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Analyst Intern

Cost Control Associates
Lisle, IL
05.2023 - 08.2024
  • Served as the primary analyst for two major clients: Patrick Industries, and Extenet Systems.
  • I was tasked with reviewing company data, preparing financial reports for clients, fixing and processing invoices, and working as the lead customer service representative.

Accounting Intern

Extenet Systems
Naperville, IL
05.2022 - 09.2022
  • Worked in the Accounts Payable department and reported to the Director of Accounting.
  • Managed bank reconciliations, split and disposed of fixed assets, completed insurance allocations, and received/processed invoices.

Education

Master of Finance -

Penn State University
State College, PA
05.2025

Bachelor of Science - Accounting, Finance

University of Kentucky
Lexington, KY
05.2024

Skills

  • Microsoft Excel
  • Financial statement analysis
  • Company valuation
  • Portfolio management
  • Stock Valuation
  • Financial modeling

Leadership/Athletics

University of Kentucky - Track and Cross-Country, Division 1 Student-Athlete, 4x Academic All-Conference, SEC All Freshman team, Chairman of the Kentucky Cross-Country alumni association during the 2023-2024 seasons.

Certification

  • Currently registered and studying to take the CFA level one exam.
  • Advantexe CEO Simulation certification.

Timeline

Analyst Intern

Cost Control Associates
05.2023 - 08.2024

Accounting Intern

Extenet Systems
05.2022 - 09.2022
  • Currently registered and studying to take the CFA level one exam.
  • Advantexe CEO Simulation certification.

Master of Finance -

Penn State University

Bachelor of Science - Accounting, Finance

University of Kentucky
Jake Allen