Jordan Crockett
Norfolk,VA
Summary
Economist well-versed in conducting analyses and studies on effects of economic conditions on business products, assets and investments. Skilled in product development, financial and risk management, capital market projects and exercises with economic analysis. Successfully represents company in trade associations, professional groups and publicly to advance company vision.
Overview
10
10
years of professional experience
Work History
Financial Services Consultant
Infinite Knowledge Tutoring Services
02.2022 - Current
- Improved client financial strategies by conducting comprehensive assessments and recommending tailored solutions.
- Increased portfolio performance for clients by developing customized investment plans based on individual risk tolerance and goals.
- Assisted clients in achieving their financial objectives with sound wealth management advice and personalized planning.
- Managed client relationships, ensuring satisfaction through regular communication and proactive problem solving.
- Participated in continuous professional development opportunities to keep abreast of regulatory changes impacting the financial services industry.
- Evaluated client risk profiles using advanced software tools before making investment recommendations tailored specifically towards individual needs.
- Mentored junior consultants, sharing expertise in financial planning techniques and best practices for client success.
Financial Analyst
Charles City Local Government
04.2021 - 03.2022
- Achieved significant cost savings by identifying financial inefficiencies and implementing improved processes.
- Enhanced forecasting accuracy through the development of sophisticated financial models and tools.
- Collaborated with cross-functional teams to optimize budgets, resulting in improved resource allocation.
- Facilitated successful cross-functional collaborations for the completion of key projects, fostering strong working relationships among team members.
- Reduced operational costs through comprehensive process improvement initiatives and resource management.
- Monitor current and pending credit balances
- Manage and pay quarterly estimated tax payments
- Handled multiple payment methods securely, minimizing discrepancies and potential losses.
Statistician
Bureau Of The Census
01.2017 - 04.2021
- Enhanced data accuracy by implementing advanced statistical analysis methods and techniques.
- Streamlined data collection processes for improved efficiency and reduced errors in data entry.
- Developed predictive models to support business decision-making, leading to increased profitability.
- Reported all anomalies to proper chains of command
- Collaborated with team members to discuss changes, and provide assistance with NA/CS codes of assigned companies
- Researched businesses in business statistical sectors
- Conducted thorough research and analysis of complex datasets, identifying trends and patterns for strategic planning purposes.
- Applied machine learning algorithms to increase the precision of predictive analytics models.
Internal Auditor
Amazon
06.2014 - 02.2016
- Evaluated compliance with regulatory requirements, mitigating potential risks and protecting organizational reputation.
- Provided valuable insights to management by presenting clear and concise audit findings, contributing to informed decision-making processes.
- Performed inventory audits to detect stock shortages
- Conducted routine audits and investigated suspicious activity
- Prevented and reduced merchandise loss using procedures and systems designed to safeguard assets
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
- Collected and reported monthly expense variances and explanations.
- Provided journal entries and performed accounting on accrual basis.
Education
Master of Economics -
Virginia State University
Petersburg, VA12.2018
Bachelor of Economics - Finance
Virginia State University
Petersburg, VA12.2014
Skills
- Wealth Management
- Portfolio Management
- Cash Flow Management
- Credit Analysis
- Asset Allocation
- Strategic Thinking
- Professional Networking
- Financial modeling
- Problem-solving
- Cost Calculations
- Market Trends Analysis
Timeline
Financial Services Consultant
Infinite Knowledge Tutoring Services
02.2022 - Current
Financial Analyst
Charles City Local Government
04.2021 - 03.2022
Statistician
Bureau Of The Census
01.2017 - 04.2021
Internal Auditor
Amazon
06.2014 - 02.2016
Master of Economics -
Virginia State University
Bachelor of Economics - Finance
Virginia State University
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