Lawson Medlen
Kansas City,MO
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 visual analytics software, such as Tableau Desktop.
Overview
1
1
year of professional experience
Work History
Financial Analyst
MW Company
03.2023 - Current
- Producing financial statements monthly
- Innovatively create dynamic dashboards in Tableau Desktop
- Perform financial analyses over company KPI's in Microsoft excel & Tableau with the use of Pivot Tables, V-Lookup, and many other functions
- In my time I have completed the Tableau Training Pass courses and have moved the majority of the company's financials from Microsoft Excel & PowerPoint to Tableau.
- Achieved significant cost savings by identifying financial inefficiencies and implementing improved processes.
- Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
- Enhanced forecasting accuracy through the development of sophisticated financial models and tools.
- Collaborated with cross-functional teams to optimize budgets, resulting in improved resource allocation.
- Supported executive decision-making by providing data-driven insights on revenue trends and cost drivers.
Graduate Assistant
The Gwartney Institute
08.2022 - 04.2023
- Enhanced research quality by providing thorough literature reviews and data analysis support.
- Assisted professors in the development of course materials for improved student engagement and understanding.
- Organized events and workshops for promoting learning outside the classroom, fostering a sense of community among students.
- Provided tutoring support to students requiring additional assistance in subject matter comprehension and skill development.
- Expanded professional network through active participation in university-wide events, conferences, seminars, or training sessions.
- Updated departmental websites and social media accounts with relevant, engaging content.
- Taught small groups of students focused on specific parts of coursework.
- Edited and uploaded weekly 'faith & economics' podcasts to various social media platforms.
Internship
Marks Nelson LLC (CPA & Advisory)
12.2022 - 03.2023
- Enhanced financial accuracy by conducting thorough account reconciliations and adjusting journal entries.
- Maintained up-to-date knowledge of GAAP, providing guidance on best practices to colleagues and clients.
- Developed strong client relationships through effective communication, timely responses, and professional demeanor.
- Participated in special projects as needed, providing valuable input based on acquired skills and expertise in accounting principles.
- Gained hands-on experience with various accounting software programs such as QuickBooks, Excel, and SigerTax, enhancing overall efficiency in daily tasks.
- Obtained 19.5 CPE training credits on QuickBooks Online.
- Maintained accurate and complete documentation to facilitate accounting and filing functions.
- Submitted many types of business tax forms, such as 1099-NEC, INT, DIV, & MISC.
Education
Some Graduate School - Accounting
Graduate School: Ottawa University
Double Major in Business Economics and Accounting -
Ottawa University
12.2022
High School Diploma -
Ottawa High School
Ottawa, KS05.2019
Skills
- Leadership
- Microsoft Office (Advanced Excel Skills/ Experience)
- Tableau Desktop & Prep
- QuickBooks Online
- Sales
- Critical Thinking/ Problem Solving
Software Capabilities
- Tableau Desktop & Prep
- CCH Fixed Assets
- SigerTax (Property Tax)
- Advanced Flow
- GoFileRoom
- Microsoft Office
- Proficient in Excel - Pivot Tables, Advanced function use
Leadership Experience
I am the former President and Vice President of Ottawa's Phi Delta Theta Chapter. I attended the Kleberg leadership conference & the fraternity's President's Leadership Conference. This role has allowed me to become a strong leader who builds up the team around him to achieve a common goal.
Awards
- Ottawa University Business Department Top Business Graduate 2022
- Franklin County High Achiever Scholarship 2019
- Made the Deans' List 2020-2022
References
- MWCompany Financial Planning & Assistant Controller, Troy Heier, Troy.Heier@mw.company, 816-868-5857
- Gwartney Professor of Economic Education & Research, Peter Jacobsen, peter.jacobsen@ottawa.edu, 785-248-2533
- Phi Delta Theta Nu Province President, Anthony St. Clair, anthonysstclair@gmail.com, 913-424-0305
Timeline
Financial Analyst
MW Company
03.2023 - Current
Internship
Marks Nelson LLC (CPA & Advisory)
12.2022 - 03.2023
Graduate Assistant
The Gwartney Institute
08.2022 - 04.2023
Some Graduate School - Accounting
Graduate School: Ottawa University
Double Major in Business Economics and Accounting -
Ottawa University
High School Diploma -
Ottawa High School