Joey Korah
Dallas
Summary
Offering strong foundation in financial principles and keen interest in financial reporting and analysis. Contributes solid understanding of data analysis and advanced Excel skills, ready to use and develop analytical and reporting abilities in Financial Reporting Analyst role.
Overview
2
2
years of professional experience
Work History
Finance/Treasury Data Analytics Intern
UNT System
09.2024 - Current
- Conducted daily cash positioning analyses to monitor liquidity, identifying trends and patterns that informed strategic decision-making on cash flow management
- Utilized treasury management systems to automate cash position reporting and analysis, enhancing the efficiency and accuracy of liquidity assessments
- Developed comprehensive analyses of cash flow data across two major systems, pinpointing quarterly cash flow trends and proving actionable insight to mitigate cash flow risk
Tax Intern
UNT System
01.2024 - 09.2024
- Analyzed tax status for an average of 300-400 international students monthly, ensuing 100% compliance with IRS guidelines
- Developed and maintained an Excel tracking system that streamlined the processing of over 400 tax-related documents, reducing retrieval time
- Managed state tax refund processes for 100+ students each filing season, achieving timely refunds and supporting compliance with federal and state regulations
Associate Banker
JPMorgan Chase & Co
05.2023 - 08.2023
- Provided efficient service to 100-200 clients daily, enhancing transaction accuracy by 15% and contributing to a 30% increase in customer satisfaction, reflected in OSAT scores rising from failing to passing
- Managed cash transactions averaging $25,000 daily, ensuing 99.9% accuracy while analyzing client needs and streamlining processes to support compliance with banking regulations
Education
Bachelor of Business Administration - Finance
University of North Texas
Denton, TX05.2025
Skills
- Financial Modeling
- Data Analysis
- Financial Reporting
- Attention to Detail
- Problem-Solving Skills
- Team Collaboration
- Microsoft Excel
- PowerPoint
- Power BI
- Tableau
Certifications Training
- Strategic Thinking, LinkedIn Learning, 03/22
- Excel Certified, 10/23
Timeline
Finance/Treasury Data Analytics Intern
UNT System
09.2024 - Current
Tax Intern
UNT System
01.2024 - 09.2024
Associate Banker
JPMorgan Chase & Co
05.2023 - 08.2023
Bachelor of Business Administration - Finance
University of North Texas
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