JORDAN MCMILLAN
Summary
Results-driven finance professional with a strong foundation in investment research, and digital marketing. Experienced in preparing budgets, and business proposals for diverse clients, including government agencies and commercial firms. Skilled in Excel for data-driven decision-making, with additional experience optimizing digital marketing campaigns. Adept at collaborating with cross-functional teams and presenting analytical insights. Actively seeking opportunities to leverage financial expertise and analytical skills in a dynamic, growth-focused environment.
Overview
3
3
years of professional experience
Work History
Financial Analyst
RTI International
10.2024 - Current
- Collaborated with cross-functional teams to optimize budgets, resulting in improved resource allocation.
- Optimized budget allocation, conducting meticulous cost-benefit analyses for major projects.
- Increased financial efficiency by implementing cost-saving measures in project budgets.
Financial Analyst Internship
RTI International
05.2024 - 10.2024
- Review documents to identify financial or contractual risk issues
- Accurately prepared budgets and financial reports in a timely manner
- Compile documentation to submit business proposals to a variety of clients including federal and state governments, international organizations, commercial firms, and foundations
- Update data in financial forecasting software and obtain necessary review by financial analyst and manager
Digital Marketing Internship
Red Ventures
07.2022 - 08.2023
- Analyzed, reported on, and tracked trends daily to give the marketing team vital customer insights
- Use SQL and Excel every 1-2 days to update data and tactically improve spending on social media marketing campaigns
Equity Investment Internship
Kerusso Capital Management
01.2023 - 05.2023
- Developed analytical abilities through thorough education and discussion of important financial measures and data related to the industry
- Accessed weekly online meetings with Kerusso Professionals, where you may learn about various business positions and important analytical insights
- Presented stock updates on existing holdings for Kerusso Investment Meetings for 10-15 minutes
Education
Bachelor of Science - Business Administration, Finance
Winston-Salem State University
Winston-Salem, NC05.2024
Skills
- Effective communication
- Teamwork/Conflict Resolution
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- SQL
- Teamwork and collaboration
- Problem-solving
Skills Certifications
- Effective communication
- Teamwork/Conflict Resolution
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- SQL
- Salesforce
Timeline
Financial Analyst
RTI International
10.2024 - Current
Financial Analyst Internship
RTI International
05.2024 - 10.2024
Equity Investment Internship
Kerusso Capital Management
01.2023 - 05.2023
Digital Marketing Internship
Red Ventures
07.2022 - 08.2023
Bachelor of Science - Business Administration, Finance
Winston-Salem State University