Summary
Overview
Work History
Education
Skills
Affiliations
Languages
Timeline
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Jaxon Stevens

Summary

Analytical, organized, and detail-oriented finance graduate with additional coursework in accounting seeking a position as a Financial Analyst in a dynamic environment that fosters professional growth and development. Former collegiate swimmer with exceptional time management and discipline focused on being a collaborative team player to deliver high-quality strategic solutions to overcome challenges and propel business growth.

Overview

4
4
years of professional experience

Work History

Accounts Receivable Assistant

Roadrunner Restoration
01.2025 - Current
  • Managed live company projects and streamlined accounts receivable operations using platforms such as XactAnalysis, Salesforce, Alacrity, Excel, and proprietary systems.
  • Supported the Accounts Receivable Specialist by processing payments, reconciling accounts, and resolving discrepancies, ensuring accurate financial reporting.
  • Managed high-volume workload while maintaining attention to detail, resulting in reduced errors in financial documentation.
  • Maintained and updated tracking spreadsheets for company projects, particularly in the "Completed Without Paperwork" phase, to keep records current and accessible.
  • Collaborated with cross-functional teams to ensure compliance with client billing requirements, resolve payment-related issues, and facilitate the closure of completed projects.
  • Conducted data entry, quality control, and documentation validation for financial records, maintaining accuracy and adherence to company policies and accounting standards.

Head Coach

Mills Branch Swim Team
04.2024 - 06.2024
  • Led and managed a swim team of 150+ swimmers, aged 4 to 18, ensuring a high level of performance and team cohesion.
  • Supervised and mentored assistant coaches, ensuring consistent coaching techniques, and fostering a collaborative coaching environment.
  • Planned and coordinated swim meets, including managing entries, organizing logistics, and communicating with other teams and officials.
  • Communicated effectively with parents and guardians, addressing concerns, providing updates, and discussing swimmer development.
  • Achieved measurable improvements in swimmers' performance metrics, including personal best times and qualification for higher-level competitions.
  • Promoted an inclusive and supportive team environment, ensuring that swimmers of all skill levels felt valued and motivated to achieve their personal best.

Private Swim Instructor

(Self-Employed)
06.2021 - 08.2024
  • Provided one-on-one private swim lessons to swimmers, coaching correct technique, and catering every student's session based on their current abilities.
  • Taught beginner water safety skills and basic introduction to swimming, in efforts to produce strong, independent swimmers.
  • Utilization of a weekly SignUpGenius for 20+ clients who participate in lessons. Managed scheduling, billing, and payments weekly.
  • Received numerous positive testimonials from parents, who frequently praised the coaching style and effectiveness, noting that I "work wonders" with their children.
  • Maintained high client retention rates and grew the business through referrals from satisfied clients.
  • Adapted lessons to accommodate different learning styles and abilities, ensuring each swimmer felt confident and supported.
  • Achieved successful outcomes with almost all clients, guiding many children from beginner levels to becoming independent swimmers.

Assistant Coach

Mills Branch Swim Team
04.2021 - 06.2023
  • Assisted with providing education and training regarding proper technique to swimmers, ranging from 4 to 18 years old.
  • Created swim sets, provided both one-on-one and group instruction, and assisted with meet entries/organization of invitational swim meets for 150+ swimmers.
  • Fostered a positive and motivating team culture, promoting sportsmanship, discipline, and a strong work ethic among swimmers.
  • Helped plan and organize team-building activities and events, fostering team spirit and camaraderie among swimmers.
  • Provided first aid and emergency response during training sessions and meets, ensuring the safety and well-being of all participants.

Participant of FORVIS Leadership Program

FORVIS
07.2023 - 08.2023
  • Applied and accepted to participate in summer leadership program to learn, network, participate in small groups, experience professional development, and engage in local community service events.
  • Engaged in various team-building activities and real-world business simulations.
  • Improved my leadership skills and learned to approach challenges with resilience and adaptability.
  • The program instilled in me a deeper understanding of the company's values and mission.

Education

Bachelor of Arts - Finance

Ouachita Baptist University
Arkadelphia, AR
12.2024

Skills

  • Security Industry Essentials (SIE) Exam Certification
  • Proficiency with Microsoft Office Suite, Alacrity, XactAnalysis, Salesforce, PowerBI
  • Experience in academic simulations growing investment portfolios and managing a micro-chip business from start to finish, showcasing strong strategic and financial skills
  • Effective communication and attention to detail
  • Critical thinking expertise
  • Strong interpersonal skills acquired through coaching background

Affiliations

  • Knights of Columbus

Languages

English
Native or Bilingual

Timeline

Accounts Receivable Assistant

Roadrunner Restoration
01.2025 - Current

Head Coach

Mills Branch Swim Team
04.2024 - 06.2024

Participant of FORVIS Leadership Program

FORVIS
07.2023 - 08.2023

Private Swim Instructor

(Self-Employed)
06.2021 - 08.2024

Assistant Coach

Mills Branch Swim Team
04.2021 - 06.2023

Bachelor of Arts - Finance

Ouachita Baptist University

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Jaxon Stevens