Kruz J. Holt
Parkview,Iowa
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
5
5
years of professional experience
5
5
years of post-secondary education
Work History
Financial Analyst/Account Development Program
John Deere / John Deere Financial
Moline, Illinois
01.2022 - Current
- Prepare various daily, monthly, quarterly, or annual financial/cost reports, statements, or exhibits
- Perform financial analysis in support of business counseling
- Completed monthly reconciliation for worldwide John Deere Plants
- Coordinated with international John Deere Plants for all fixed asset financial analysis
- Created and improved on existing and new documentation and procedures for the Fixed Asset Account Services team.
Executive Assistant, CEO/President
Barrel House LLC
Davenport, Iowa
01.2020 - 1 1
- Worked with the CEO as the contact person for the franchising/management/sales process of multiple million-dollar restaurants
- Reconciled with vendors to ensure hundreds of thousands of dollars’ worth of invoices were being uploaded and delivered to our accounting software
- Completed daily tasks and ad-hoc projects such as creating a new standard operating procedure for approaching new potential franchisees
- Coordinated with local government agencies to ensure all necessary permits and licenses were acquired for new stores
- Conducted analysis of potential new locations for franchises and corporate stores around the US.
Principal
Global Investors
Des Moines
01.2018 - 04.2018
- Calculated the performance of hundreds of composites with millions in assets for the GIPS team
- Collaborated with PGI’s multiple boutiques (Fixed Income, Equity, Real Estate, and other external boutiques) to produce performance data
- Completed daily data & analytics tasks through a combination of different performance software such as Excel, Sylvan, Bloomberg, and many others
- Coordinated with PGI’s GIPS verifier to ensure their multiple boutiques were GIPS compliant.
CROW VALLEY GOLF CLUB
Davenport
04.2017
- IowaServer/Customer Relations
- Assisted in customer relations for members - Retained and remembered various members preferences for various activities and meals - Multitasked several duties such as serving food/drinks, set up events, and general customer relationship problems that occurred.
Education
B.A. - Finance
University of Iowa, Direct Admit Into Tippie College of Business
08.2015 - 12.2020
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College of Tippie
Skills
Financial and operational reporting
Strong organization
Advanced financial analysis
General ledger accounting
Finance
Business Development
Research abilities
Timeline
Financial Analyst/Account Development Program
John Deere / John Deere Financial
01.2022 - Current
Executive Assistant, CEO/President
Barrel House LLC
01.2020 - 1 1
Principal
Global Investors
01.2018 - 04.2018
CROW VALLEY GOLF CLUB
04.2017
B.A. - Finance
University of Iowa, Direct Admit Into Tippie College of Business
08.2015 - 12.2020
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College of Tippie