Jordan P Kline
Summary
Results-driven Financial Analyst with DAS Companies, skilled in financial analysis and regulatory compliance. Successfully identified discrepancies, enhancing portfolio performance and reducing costs through strategic recommendations. Adept at effective communication and project management, I excel in delivering insightful reports that drive informed decision-making and operational efficiency.
Overview
4
4
years of professional experience
Work History
Financial Analyst
DAS Companies
Elizabethtown
04.2024 - 01.2025
- Interpreted accounting policies and procedures to ensure regulatory compliance.
- Managed portfolio performance by monitoring changes in markets, client objectives, and risk tolerance levels.
- Identified discrepancies in financial data and recommended corrective actions to resolve them.
- Analyzed trends in financial performance to identify areas for improvement.
- Developed strategies to improve efficiency of business operations and reduce costs.
- Assisted senior management in preparing timely reports for board meetings.
- Evaluated complex financial information from multiple sources to make sound recommendations.
- Prepared monthly, quarterly and annual financial reports for management review.
Project Associate
RS Automation
York
10.2023 - 01.2024
- Maintained accurate records of all activities related to assigned projects.
- Participated in team brainstorming sessions to generate creative ideas for problem solving.
- Provided oversight for the development of project deliverables such as status reports, user guides, and training materials.
- Provided guidance and support throughout all phases of the project lifecycle.
- Collaborated with cross-functional teams across departments to develop integrated workflows for new initiatives.
- Managed external vendors providing services related to specific projects.
- Outlined work plans, assessed resources and determined timelines for projects.
Panel Technician
RS Automation
York
06.2021 - 01.2023
- Collaborated with other technicians to complete complex projects efficiently.
- Inspect completed work for conformance with applicable codes and standards.
- Install, repair, maintain and upgrade control systems and components in industrial settings.
- Maintain documentation related to installation activities including drawings and schematics.
- Designed or modified engineering schematics using computer-aided design software.
Education
Bachelor of Arts - Economics
Bloomsburg University of Pennsylvania
Bloomsburg, PA05-2023
Skills
- Financial analysis and data interpretation
- Regulatory compliance
- Portfolio management
- Cost reduction strategies
- Trend analysis
- Effective communication
- Problem solving
- Project management
- Research and data analysis
- Budget compliance
- Interdepartmental coordination
- Business intelligence tools
- Report generation
- Financial statement analysis
Affiliations
Bloomsburg University Hockey Team
Brothers of Alpha Chi Rho
Timeline
Financial Analyst
DAS Companies
04.2024 - 01.2025
Project Associate
RS Automation
10.2023 - 01.2024
Panel Technician
RS Automation
06.2021 - 01.2023
Bachelor of Arts - Economics
Bloomsburg University of Pennsylvania
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