
Intuitive, hardworking, fast learner with a wide array of experience/knowledge from various financial institutions. Primarily interested in consulting and valuation; looking to jumpstart a professional career in these industries after acquiring a masters in accounting and data analytics from The Kelley School of Business, Indiana University Bloomington.
- Overlooked financial records to understand operations, and recognition of revenues/expenses.
- Organized EBITDA waterfall graphs to assess profitability.
- Constructed balance sheet and profit/loss summaries for numerous clients.
- Reviewed audit and quality of earnings reports to assist partners.
- Prepared client cash flow analysis and net worth summaries for investment advisors.
- Analyzed performance and holdings of mutual funds, separately managed accounts and alternative investments.
- Created and updated data management lists for advisors & staff.
- Researched elements of partners long term strategic plan.
- Provided professional caddy services to members and guests, as well as assisted with daily preparation of golf course, golf range, and golf carts.
- Instructed campers ages 5-14 on the fundamentals of golf.
- Exercised drills focusing on putting, chipping, and longer range/tee shots.
- Assisted service staff in daily activities, and maintained clean work area throughout shift.
- Proficient with Excel
- Proficient with Tableau
- Excellent communication skills
- Leadership & Time Management
Tex’s BBQ Mental Health Awareness Philanthropy - Indiana University, Bloomington, IN
- Organized, promoted, and implemented multiple philanthropic campus events. Raised in excess of $5,000 for Counseling and Psychological Services (CAPS), a mental health awareness organization at Indiana.