Luqman Sharifuddin
La Crosse
Summary
Financial Analyst with 4+ years of experience in market analysis, modeling strategies, and accounting principles Track record of utilizing financial reporting to support small- and medium-sized businesses while identifying new investment opportunities and reducing risk.
Overview
2
2
years of professional experience
Work History
Entry-Level Financial Analysist
J.P. Morgan Private Bank
Chicago
06.2025 - Current
- Perform comprehensive analysis of business financials and help the upper management team make informed investment decisions through regular forecasting reports
- Conducted audits and updated internal databases with financial information to ensure data accuracy and compliance
- Supported senior management in preparing monthly reports for executive meetings by consolidating financial data and analyzing budget variances.
- Reduced business expenses by 18% by performing routine audits on operating costs and identifying opportunities to outsource new vendors and acquire new clients
Finance Intern
Kwik Trip
La Crosse
05.2024 - 09.2024
- Collaborated with payroll department to track labor hours for over 300 employees, supporting accurate payroll processing and reporting.
- Managed financial administration tasks, including data entry and journal postings, ensuring timely updates and accurate record-keeping.
- Ensured accuracy of financial reports and databases, enhancing reliability of forecasting capabilities.
- Assisted senior analysts in preparing presentations, assessing budgets, and drafting comprehensive reports.
Education
Bachelor of Science - Finance
University of Wisconsin, La Crosse
La Crosse, WI05.2025
Skills
- Financial analysis
- Forecasting techniques
- Financial modeling
- Budget management
- Data reporting
- Payroll administration
Languages
English
Professional
Malay
Professional
Accomplishments
2026
Best Newcomer
J.P. Morgan Private Bank
Best Newcomer
J.P. Morgan Private Bank
Timeline
Entry-Level Financial Analysist
J.P. Morgan Private Bank
06.2025 - Current
Finance Intern
Kwik Trip
05.2024 - 09.2024
Bachelor of Science - Finance
University of Wisconsin, La Crosse