Summary
Overview
Work History
Education
Skills
Extracurricular Activities
Timeline
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Jared Klein

Milwaukee,Wisconsin

Summary

Motivated and results-driven Commercial Business Analysis seeking a position as a Business/Financial Analyst, offering a strong foundation in business strategy and data analysis, with a proven ability to drive efficiency, deliver successful outcomes and collaborate within cross-functional teams.

Overview

3
3
years of professional experience

Work History

Commercial Business Analyst

Heartland Business Systems, Inc.
04.2025 - Current
  • Mentor and support fellow teammates in communications within the sales organization
  • Serve as the subject matter expert for ERATE orders and USAC requirements; manage and communicate ERATE orders with the sales organization
  • Prepare and analyze profitability for commercial segments and verticals of the company.
  • Develop data tools/modeling to improve and increase the efficiency and value of reporting
  • Provide actionable accurate analysis and recommendations to support company projects and initiatives to include spend as well as revenue data
  • Assist in resolving batching errors between ConnectWise and company financial reporting.
  • Develop financial models and documents to support commercial business activities.

Financial Analyst

Heartland Business Systems, Inc.
06.2023 - Current
  • Mentor and support fellow teammates in communications within the sales organization
  • Analyze data and prepare journal entries for the preparation of financial statements
  • Develop data-modeling tools using Solver for current reporting processes to increase the efficiency and value of reporting and decrease monthly turn-around time
  • Provide timely, insightful, actionable, and accurate analysis and recommendations to support company projects and initiatives.
  • Analyze general ledger account balances using Microsoft Dynamics Great Plains software and prepare journal entries for month-end close and compile notes for P&L reporting.
  • Serve as the subject matter expert for ERATE orders and USAC requirements; manage and communicate ERATE orders with the sales organization
  • Prepare sales out reporting for procurement state contracts
  • Present monthly and annual P&L statements to business unit leaders along with top level management

Corporate Finance Intern

American Packaging Corporation
06.2022 - 06.2023
  • Prepare monthly and quarterly sales and use tax returns
  • Handle daily loan activity and cash management functions
  • Effectively manage and run weekly inventory reports
  • Create decks for use by executive management
  • Experience with Harris Data and IBM AS400 software

Education

Bachelor of Arts - Finance, Management

Wisconsin Lutheran College
Milwaukee, WI
05.2023

Skills

  • Data analysis
  • Microsoft Office Suite
  • Microsoft Excel mastery
  • Pivot tables
  • Workflow Analysis
  • Strategic planning
  • Business process improvement
  • Team collaboration
  • Database management
  • Gap analysis
  • Business process modeling
  • Problem-solving

Extracurricular Activities

WLC Investment Club Member: Aug 2019 - May 2023

Timeline

Commercial Business Analyst

Heartland Business Systems, Inc.
04.2025 - Current

Financial Analyst

Heartland Business Systems, Inc.
06.2023 - Current

Corporate Finance Intern

American Packaging Corporation
06.2022 - 06.2023

Bachelor of Arts - Finance, Management

Wisconsin Lutheran College

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