Jalen Brim
Atlanta,GA
Summary
I am a highly motivated and results-driven financial professional with other 8 years of experience in comparative analysis, financial planning, and investment relations. My expertise spans across private equity, risk assessment, budgeting, and capital allocation, with a proven track record of driving business growth and maximizing profitability. I have worked with diverse clients and portfolio companies, leveraging my analytical skills to provide actionable insights, support data-driven decision-making, and enhance financial performance.
Overview
8
8
years of professional experience
Work History
Financial Analyst
Empower
01.2023 - 02.2025
- Developed comprehensive budgets and ensured adherence, which resulted in minimized overspending or underfunding of crucial projects.
- Assisted in mergers and acquisitions by conducting due diligence, valuation, and analyzing financial risks involved in potential deals.
- Analyzed profit margins across products or services that allowed me to recommend pricing strategies, or cost-cutting measures, that boosted profitability by 20%.
- Identified and mitigated financial risks through data analysis, and recommended changes to safeguard the company's assets and finances.
- Created detailed financial models to forecast revenue, expenses, and profitability that led to informed business decisions.
- Accurately predicted the company’s cash inflows and outflows, which ensured the company had maintained liquidity to meet its obligations.
Private Equity Associate/ Financial Analyst
First Horizon Bank
Memphis, TN
02.2021 - 01.2023
- Built and maintained relationships with intermediaries, investment bankers, and industry professionals, which helped identify potential acquisition targets that increased the pipeline of quality deals.
- Created a robust model that accurately projects future cash flows, returns, and financial health for the company.
- Supported senior members in executing deals, which included negotiating terms, working with lawyers, and helping to finalize transactions.
- Assisted with the sale and public offering of a portfolio company that contributed to a successful exit, generating high returns for the firm.
- Conducted comprehensive market research and competitive analysis to understand industry trends, growth opportunities, and potential threats for both target companies and portfolio companies.
Marketing Analyst
ST JUDE CHILDREN'S RESEARCH HOSPITAL
Memphis, TN
10.2019 - 10.2020
- Developed successful fundraising and awareness campaigns using data analytics to target the right audience.
- By analyzing past donor behavior and demographic data, it improved donor acquisition and retention strategies.
- Analyzed the effectiveness of various digital marketing channels (social media, email, website traffic) and allocated resources to the highest-performing areas, which led to increased visibility and support for the company.
- Identified cost-effective marketing tactics by analyzing ROI from different campaigns we implemented, which in turn helped the company achieve its goals while maximizing a limited budget.
- Applied marketing data to identify the types of events or activities that attract the most volunteers, and optimized outreach strategies for future campaigns to increase participation.
Financial Representative
BancorpSouth
Tupelo, MS
02.2018 - 09.2019
- Built trust with customers by offering personalized advice and financial solutions based on their needs.
- Identified additional financial products or services that meet the client's needs, thereby increasing the value of each customer relationship.
- Helped clients manage their finances better by offering budgeting advice, debt management strategies, and retirement planning tools.
- Ensuring all transactions and services provided are compliant with our banking regulations, and minimizing financial risk for the company and clients.
- Actively grew the number of clients through networking, referrals, and marketing efforts.
- Prepared annual reviews for existing clients regarding their current portfolio performance compared against established benchmarks.
Financial Representative
Renasant Bank
Tupelo, MS
12.2016 - 01.2018
- Completed all given tasks on time, in accordance with legal requirements, and negotiated deadlines.
- Boosted revenue, cultivating client relations, resolving issues and executing proficient account maintenance to develop new customer accounts.
- Tactfully recommending bank products that meet a customer's precise needs.
- Eliminated financial discrepancies, accurately ensuring correct reporting to senior leadership.
- Elevated new business opportunities by implementing aggressive industry networking strategies.
Education
Bachelor's degree - Business Administration
University of Mississippi
Oxford, MS07-2023
Associate - Business
Itawamba Community College
Fulton, MS05.2016
Skills
- Private equity
- Client service
- Investment relations
- Business development
- Financial planning
- Comparative analysis
Timeline
Financial Analyst
Empower
01.2023 - 02.2025
Private Equity Associate/ Financial Analyst
First Horizon Bank
02.2021 - 01.2023
Marketing Analyst
ST JUDE CHILDREN'S RESEARCH HOSPITAL
10.2019 - 10.2020
Financial Representative
BancorpSouth
02.2018 - 09.2019
Financial Representative
Renasant Bank
12.2016 - 01.2018
Bachelor's degree - Business Administration
University of Mississippi
Associate - Business
Itawamba Community College