MICHAEL SLOAN
Grand Rapids,MI
Summary
Organized and motivated professional with strong time management and organizational skills. Proven ability to adapt to diverse environments while driving efficiency. Seeking entry-level roles in management, strategy, technology optimization, or finance to contribute to organizational growth.
Overview
6
6
years of professional experience
Work History
Advisory & Business Analysis Associate
H&S Companies & HS&C Wealth Management
08.2024 - Current
- Partner with tax and wealth advisory teams to integrate service lines and expand firm-wide advisory solutions.
- Conduct financial and business analysis of clients and prospects, generating $140K+ in recurring revenue and building a $30M+ AUM pipeline.
- Contributed to acquisition of $11M+ in new client assets through tailored financial and advisory strategies.
- Supported advisor recruitment and practice acquisition initiatives through market research, pipeline development, and relationship management.
- Documented and maintained Standard Operating Procedures (SOPs) for advisory workflows and client onboarding, ensuring consistent execution and knowledge transfer.
- Designed Salesforce dashboards and KPI frameworks to track revenue, pipeline conversion, and service line performance, improving data-driven decision-making.
- Led onboarding of new tax clients, performing financial assessments to streamline service delivery and enhance client experience.
Store Associate
Sherwin-Williams
01.2023 - 09.2024
- Supported customer consulting, sales, and operational activities at a high-volume location contributing to $10M+ in annual revenue.
Underwriting & Finance Intern
United Wholesale Mortgage (UWM)
05.2023 - 08.2023
- Analyzed underwriting workflows to identify inefficiencies and process improvement opportunities.
- Collaborated with finance, audit, capital markets, and lending teams to support business and financial analysis initiatives.
- Evaluated borrower financial profiles, credit reports, and asset documentation to support risk assessment.
- Supported internal audit and process documentation initiatives, enhancing analytical rigor and operational efficiency.
Branch Manager / Entrepreneurial Operator
Young Entrepreneurs Across America
03.2020 - 07.2021
- Built and executed a business strategy encompassing revenue growth, operations, staffing, and financial performance.
- Managed P&L and financial forecasting, generating $117K+ in revenue while maintaining ~25% profit margins.
- Recruited and led a 10-person team, overseeing project planning, execution, and quality control.
- Delivered 20+ projects under compressed timelines while balancing cost control and client satisfaction.
- Implemented internal SOPs for project execution and team workflows, ensuring consistent quality and efficiency.
Education
BBA - Financial Analysis
Grand Valley State University
Allendale, MI12-2024
Skills
Financial analysis and modeling
KPI development and analytics
- Business advisory and process improvement
- Growth strategy and collaboration
SOP development and onboarding
- Salesforce and Microsoft Office
Certifications Affiliations
- Securities Industry Essentials (SIE) Exam
- CFA Institute Research Challenge (GVSU)
- Deloitte Buddy Program
- Association for Corporate Growth (ACG)
- Young Professionals Association | Grand Rapids Chamber of Commerce
Skills
Financial analysis, Valuation, Modeling (DCF, FCF, sensitivity analysis), KPI development, Dashboard analytics, Market research, Salesforce, Excel, PowerPoint, RStudio, Business analysis, Advisory, Process improvement, Operational optimization, Growth strategy, Pipeline analysis, Cross-functional collaboration, SOP development
Timeline
Advisory & Business Analysis Associate
H&S Companies & HS&C Wealth Management
08.2024 - Current
Underwriting & Finance Intern
United Wholesale Mortgage (UWM)
05.2023 - 08.2023
Store Associate
Sherwin-Williams
01.2023 - 09.2024
Branch Manager / Entrepreneurial Operator
Young Entrepreneurs Across America
03.2020 - 07.2021
BBA - Financial Analysis
Grand Valley State University