Joshua S. Bickley
Hollidaysburg,PA
Summary
Dynamic Investment Analyst with a proven track record at Lifetime Financial Group, excelling in financial analysis and investment research. Adept at building robust financial models and delivering actionable insights, leveraging strong analytical thinking and attention to detail to drive strategic investment decisions. Committed to enhancing portfolio performance through data-driven strategies.
Overview
8
8
years of professional experience
Work History
Investment Analyst
Lifetime Financial Group
01.2023 - 12.2025
- Conducting in-depth research and financial analysis of markets, securities, industries, economies, and companies to identify investment opportunities.
- Build and maintain financial models to assess the valuation of stocks, bonds, and other assets.
- Identify investment opportunities based on both qualitative and quantitative analysis.
- Analyze financial statements, key performance indicators (KPIs), and industry benchmarks.
- Gather and interpret macroeconomic data to inform investment strategies.
- Maintain and enhance databases of financial, market, and industry information.
- Prepare investment reports, presentations, and recommendations for senior management and clients.
- Evaluate the risk and potential return of various investment assets or portfolios.
Financial Analyst
Notal Vision
01.2021 - 12.2023
- Analyze internal and external data elements to identify variances, monitor trends and provide financial insight to the executive management regarding key operational procedures.
- Maintain budgetary control procedures, and analyze variances to provide feedback to executive management.
- Revenue analysis, detailed reports providing AR breakdowns, as well as trends and variances occurring on a month-to-month, or annual time period.
- Responsible for payroll submission as well as overseeing the employee benefit plan and monitoring human resource policies.
- Responsible for general ledger entries, accounts payable payments, accounts receivable collection, bank reconciliations, and monitoring inventory and asset records.
Staff Accountant
R&R Associates
01.2019 - 12.2021
- Prepare and review all financial statements.
- Present quarterly financial reports to management.
- Perform monthly balance sheet reconciliations.
- Assist in accounts payable.
- Ensure all financial records are in compliance with GAAP.
Industrial Distribution Department
New Pig Corp
Tipton, PA
06.2019 - 08.2019
- Analyzing financial data for business decisions.
- Preparing Excel sheets to make data easily accessible.
- Calling customers to inform them about new products coming out.
- Traveled to Ohio and Virginia for sales meetings.
- Cold calling potential customers to inform them about new products.
Financial Analyst
Sheetz, Inc.
Altoona, PA
06.2018 - 08.2018
- Prepared the daily cash sheet.
- Calculated gasoline inventories for individual stores.
- Responsible for composing bank reconciliations.
- Analyzed and interpreted financial Statements.
Education
B.S. - Finance, Accounting
Indiana University of Pennsylvania
Indiana, PASkills
- Microsoft Office Suite
- Financial analysis and reporting
- Investment knowledge
- Research proficiency
- Analytical thinking
- Attention to detail
- Written and verbal communication
- Budget management
- Problem solving
- Data analysis
- GAAP compliance
- Spreadsheet proficiency
References
Available upon request.
Phone
cell, (814)-505-7090
Clubs And Service
- Member of the Accounting Club
- President of the Student Managed Investment Portfolio (SMIP) at Indiana University of Pennsylvania.
Timeline
Investment Analyst
Lifetime Financial Group
01.2023 - 12.2025
Financial Analyst
Notal Vision
01.2021 - 12.2023
Industrial Distribution Department
New Pig Corp
06.2019 - 08.2019
Staff Accountant
R&R Associates
01.2019 - 12.2021
Financial Analyst
Sheetz, Inc.
06.2018 - 08.2018
B.S. - Finance, Accounting
Indiana University of Pennsylvania