Jake Caldwell
Bernardsville
Summary
Positive and detail-focused, excelling in analytical thinking and problem-solving. Possess foundational knowledge in financial principles and proficient in data analysis and Excel. Capable of driving meaningful insights and contributing to financial decision-making processes.
Overview
3
3
years of professional experience
Work History
Financial Data Analyst Intern
BlueWorld
12.2024 - 01.2025
- Analyzed costs from previous years to prepare Budget Forecasts using Excel for 2025.
- Assisted in the Financial section of company's bylaws including the valuation.
Business Operations Intern
Sideline Swap
09.2024 - Current
- Analyzed the market for business growth.
- Produced content & grew Instagram account to 108k+ followers.
Founder
Caldwell Sports
04.2022 - Current
- Founded a resale business online and in person specializing in sports gear.
- Generated $43,000+ Recorded Revenue at 49% PM.
Co-Founder
SmartSip
08.2024 - 05.2025
- Started a non-profit water filter company aiming to contribute to solving global water crisis by donating over $1,000 to water.org
Founder
NextUp Lax Training
06.2024 - Current
- Created and ran the marketing, operations, and financing for group training events and several camps.
Education
Bachelor of Science - Business Administration (BSBA), Concentration: Computational & Mathematical Finance
Babson College
Boston, MA05-2028
Skills
- Financial Analysis: Created Budget Forecasts in Excel for a multi-million-dollar construction company And provided a valuation for the company Bloomberg Market Concepts certificate Excel Essential Training course certificate
- Artificial Intelligence (AI): Generative AI & Information Literacy Certificate
- Leadership: Voted by my teammates to be a captain in football, wrestling and lacrosse Eager to learn and improve on anything
Timeline
Financial Data Analyst Intern
BlueWorld
12.2024 - 01.2025
Business Operations Intern
Sideline Swap
09.2024 - Current
Co-Founder
SmartSip
08.2024 - 05.2025
Founder
NextUp Lax Training
06.2024 - Current
Founder
Caldwell Sports
04.2022 - Current
Bachelor of Science - Business Administration (BSBA), Concentration: Computational & Mathematical Finance
Babson College
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