Summary
Overview
Work History
Education
Skills
Languages
Hobbies and Interests
Timeline
Generic

Nikolas Jaksic

Novi

Summary

I am a finance major with hands-on experience in strategic analysis, financial modeling, and client-facing roles. Skilled in Excel, Power BI, and CRM tools, with a track record of supporting executive-level projects and cross-functional teams. Comfortable working with data as well as people, bringing both analytical rigor and communication skills to the table.

Overview

2
2
years of professional experience

Work History

Finance, Audit & Compliance Intern

Coretek Services
05.2023 - 08.2025
  • Supported the company's first acquisition through P&L modeling, NWC analysis, general liability review, and headcount planning.
  • Built a hyperdynamic Azure consumption cost forecasting model to predict cloud spend scenarios and support long-term planning.
  • Reviewed and reconciled LOB financials and prepared executive Board presentation decks, including formatting and slide development.
  • Created employee scorecards and visual dashboards for HR and Finance to support acquisition rollover analysis.
  • Participated in due diligence processes including AR aging, legal fee analysis, and Adjusted EBITDA calculations.
  • Conducted quarterly Managed Service Provider (MSP) financial analyses, analyzed discrepancies between accrued and deferred revenues, conducted payment proposals, and reviewed W9 documents in SalesForce
  • Created multiple companywide internal Microsoft PowerBI for client roadmaps and risk management
  • Streamlined vendor management, reviewed over 300 MSA, BAA, and SOW documents, participated in internal audits and ensured compliance with various SOC/ISO regulations



Leasing Agent

State Street Properties Chicago
05.2024 - 07.2024
  • Leased $371,000 of high-rise luxury apartments totaling 8,160 square feet throughout downtown Chicago
  • Simultaneously managed relationships between clients and various property management companies
  • Facilitated over 150 property tours, showcasing luxury amenities and features to potential tenants
  • Utilized CRM software to track leads, manage follow-ups, maintain detailed records of client interactions and communicate client inquiries with property management companies

Education

Bachelor of Science - Business, Finance & Real Estate

Indiana University, Kelley School of Business
Bloomington, IN
05.2026

Skills

  • M365 Office
  • Microsoft PowerBI
  • Analytical Thinking
  • Communication

  • Client Management
  • Strategic Thinking
  • Financial Analysis
  • Project Planning

Languages

English
Native or Bilingual
Italian
Professional Working
Serbian
Professional Working
Spanish
Elementary

Hobbies and Interests

  • Card Games - Spades, Tablić, Solitaire, Poker
  • Cooking - Southern European Cuisine
  • Sports - Basketball, Football, Soccer, Golf
  • Western History & Civilization
  • Neurology & Psychology


Timeline

Leasing Agent

State Street Properties Chicago
05.2024 - 07.2024

Finance, Audit & Compliance Intern

Coretek Services
05.2023 - 08.2025

Bachelor of Science - Business, Finance & Real Estate

Indiana University, Kelley School of Business
Nikolas Jaksic
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