Jesse Wilkinson
Newbury,MA
Overview
4
4
years of professional experience
Work History
Investment Operations Intern– Viator Wealth Management Group
Wells Fargo Advisors
01.2023 - Current
- Responsible for preparing detailed business & equity evaluations for Managing Principal of the group
- Successfully managed and completed client litigation projects
- Responsible for performing comparable companies and precedent transaction analyses in Excel
- Analyzed client financial statements to assist in risk analysis for future investments
- Maintained company product book that consisted of quarterly fact sheets and market commentary on equities
- Produced detailed group market reports summarizing recent events in the industry.
Business Development Analyst- WaitBusters Inc.
SHIFT Consulting Group
06.2022 - 12.2022
- Responsible for the development & analysis of the New Orleans market for the software (SAAS) dining start-up Waitbusters Inc.
- Gathered, analyzed, synthesized & modeled market data related to delivery platform costs & monthly restaurant revenue in the New Orleans restaurant market.
- Produced detailed financial and data models on Excel, Tableau, and Power B.I for the development process of the business.
- Models provided comprehensive forecasts of restaurants expected costs and potential savings with WaitBuster’s software.
- Coordinated the overall project analysis and management.
Global Operations Intern
COG Group Consulting
06.2020 - 06.2021
- Used Excel to complete expense reports, timing & action calendars, & assist with legal documents.
- Client Deliverables- Supported analysis of key client data processes and technology strategy.
- Created client-ready documentation (e.g PowerPoint slides, Excel models, etc.) to communicate deliverables in a clear and consumable manner for clients.
- Assisted in the development of client presentations/reports pertaining to supply chain & process improvement initiatives.
- Coordinated overseas calls with clients over multiple time zones.
- Gained valuable experience in a global business environment and insight on important financial & production regulations.
Operations Supervisor/ Lead Sales Representative
Gulf Coast Synthetic Turf
07.2021 - 02.2022
- Lead a New Orleans based synthetic turf installation company and successfully managed & trained a workforce of 10+ employees
- Oversaw management of installation schedules and supplier deliveries
- Conducted material and labor estimates, responsible for the completion of $50k+ in company sales.
Education
BBA - Finance & International Business
Loyola University New Orleans – Joseph A. Butt School of Business
New Orleans, LA05.2024
International Finance -
Maynooth University
Maynooth, Kildare, Ireland 01.2023
Leadership Experience
Gulf Coast Synthetic Turf : Operations Supervisor/ Lead Sales Representative,
New Orleans, LA (07/2021 - 02/2022)
Lead a New Orleans based synthetic turf installation company and successfully managed & trained a workforce of 10+ employees. Oversaw management of installation schedules and supplier deliveries. Conducted material and labor estimates, responsible for the completion of $50k+ in company sales.
Other Information
- Basic Skills in Spanish & Irish, Beginner in Mandarin.
- Completed J.P. Morgan’s formal modeling program (DCF, LBM, CCAM).
- Expert in Excel, PowerPoint, Power B.I., Bloomberg, Tableau, SharePoint, Visio, & SQL.
- Completed Bloomberg Certification Program, Tableau Data Visualization Certification, Excel Analytics Certification.
Timeline
Investment Operations Intern– Viator Wealth Management Group
Wells Fargo Advisors
01.2023 - Current
Business Development Analyst- WaitBusters Inc.
SHIFT Consulting Group
06.2022 - 12.2022
Operations Supervisor/ Lead Sales Representative
Gulf Coast Synthetic Turf
07.2021 - 02.2022
Global Operations Intern
COG Group Consulting
06.2020 - 06.2021
BBA - Finance & International Business
Loyola University New Orleans – Joseph A. Butt School of Business
International Finance -
Maynooth University
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