Kathryn Milbury
Charlotte,NC
Summary
Detail-oriented and results-driven Analyst with experience in financial modeling, forecasting, and risk assessment. Utilized advanced analytical and Excel skills to interpret complex financial data and provide actionable insights, leading to more informed lending decisions. Adept at collaborating with cross-functional teams to achieve organizational goals. Seeking to bring expertise in financial analysis and strategic planning to a dynamic finance team.
Overview
4
4
years of professional experience
Work History
CRE Credit Analyst
U.S. Bank
06.2023 - Current
- Conducted comprehensive financial analysis of commercial real estate projects, including assessing credit risk, cash flow projections, and financial statements
- Analyzed financial statements of borrowers, highlighting financial health and identifying key risk factors.
- Built and maintained complex financial models to forecast property performance and assess debt service coverage ratios, showcasing advanced Excel skills
- Created detailed presentations for executive leadership, delivering insights on risk, performance, and market trends in a clear and concise manner.
- Developed a deep understanding of capital markets, and applied knowledge of structured finance, debt, and equity markets.
Strategic Support Associate
Jackson National Life
01.2022 - 05.2023
- Met and exceeded daily productivity targets, consistently processing high volumes of information with minimal error rates.
- Verified the accuracy of data entered into the system to produce error-free reports
Lead Brand Ambassador
Boston Beer Company
08.2022 - 01.2023
- Streamlined event coordination processes and strategized marketing efforts to increase efficiency and gather valuable customer insights
- Developed and maintained relationships with retail partners and businesses, resulting in improved product placement and increased sales opportunities
- Managed budgets, tracked expenses, and ensured cost-effective use of resources for marketing activities
CRE Credit Analyst Intern
U.S. Bank
06.2022 - 08.2022
- Developed strong analytical skills and expanded personal knowledge by working closely with experienced analysts
- Developed the ability to manage multiple projects simultaneously without compromising on quality or timeliness
Education
Bachelor of Arts - Finance
Michigan State University Broad College of Business
East Lansing, MI05.2023
Skills
- Accuracy and attention to detail
- Analytical thinking
- Multitasking efficiently
- Data interpretation
- Teamwork and collaboration
- Trend analysis
Accomplishments
- Volunteered 100+ hours at St. Jude Children's Research Hospital
- First Degree Black Belt in Taekwondo
- Volunteer at Charlotte Mecklenburg Animal Care and Control
- Artwork published in Blick's Seasonal Celebrating Art Book
Timeline
CRE Credit Analyst
U.S. Bank
06.2023 - Current
Lead Brand Ambassador
Boston Beer Company
08.2022 - 01.2023
CRE Credit Analyst Intern
U.S. Bank
06.2022 - 08.2022
Strategic Support Associate
Jackson National Life
01.2022 - 05.2023
Bachelor of Arts - Finance
Michigan State University Broad College of Business
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