Microsoft Excel
Joel McKay
Grand Haven,Michigan
Summary
Finance professional prepared to contribute effectively in finance assistant role. Strong analytical skills, attention to detail, and proficiency in financial software ensure accurate and timely reporting. Adept at team collaboration, adapting to changing needs, and delivering reliable results. Known for dependability, flexibility, and commitment to achieving organizational goals.
Knowledgeable worker with solid background in assembly line work, ensuring efficient production processes and maintaining high-quality standards. Proven ability to adhere to safety protocols and work collaboratively within team. Demonstrated proficiency in operating machinery and performing routine maintenance, while consistently meeting production targets.
Experienced with cash handling, customer service, and transaction processing in fast-paced retail settings. Utilizes strong communication skills and attention to detail to ensure customer satisfaction and operational efficiency. Track record of maintaining accuracy and resolving conflicts smoothly.
Overview
6
6
years of professional experience
6
6
years of post-secondary education
Work History
Finance Assistant Intern
Thatcher Wealth Management
09.2024 - 03.2025
- Assisted with account reviews and preparation for client meetings.
- Developed and analyzed various budgets and performed financial statement analysis.
- Drafted client reports and assisted in creating retirement plans for client meetings.
- Drafted client reports based on clients' social security benefits, tax forms, assets, personal information, and personal goals.
Assembly Line Worker
Tennant Company
05.2023 - 08.2024
- Met daily production quotas by working effectively within a fast-paced assembly line environment.
- Collaborated with team members to maximize productivity and ensure seamless workflow on the assembly line.
- Used factory machinery safely and according to manufacturer instructions to prevent workplace accidents.
Crew Member
Jersey Mike's Subs
06.2022 - 08.2022
- Operated cash register to ring up final bill and process various forms of payment.
- Readied customers' take-out orders in secure bags with appropriate amounts of condiments, silverware and napkins.
- Provided excellent customer service by greeting customers and meeting quality expectations.
- Maintained clean and well-organized shop.
Shift Lead
Norm's Ice Cream
06.2019 - 06.2022
- Provided quality customer service.
- Provided leadership to employees to boost performance and assist learning.
- Operated cash register to ring up final bill and process various forms of payment.
- Maintained clean and well-organized shop.
Education
High School Diploma -
Western Michigan Christian High School
455 E Ellis Rd, Norton Shores, MI 49441 09.2018 - 05.2022
BBA - Finance
Calvin University
Grand Rapids, MI 08.2022 - Current
Skills
- Client Report Preparation
- Budget Preparation
- Data entry
- Financial Statement analysis
- Skilled in Microsoft Excel
- Company 10K analysis
- Customer Service
- Product assembly
- Hand and power tools
- Employee training
- Shift Leadership
- Teamwork
Software
Affiliations
- Knight Investment Management - Healthcare Sector Analyst
Work Preference
Work Type
InternshipImportant To Me
Career advancementWork-life balanceCompany CultureTimeline
Finance Assistant Intern
Thatcher Wealth Management
09.2024 - 03.2025
Assembly Line Worker
Tennant Company
05.2023 - 08.2024
BBA - Finance
Calvin University
08.2022 - Current
Crew Member
Jersey Mike's Subs
06.2022 - 08.2022
Shift Lead
Norm's Ice Cream
06.2019 - 06.2022
High School Diploma -
Western Michigan Christian High School
09.2018 - 05.2022
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