Owen Purdy
Purcellville,VA
Summary
Experienced with financial modeling, data interpretation, and strategic planning. Utilizes analytical skills to provide actionable insights and support financial decision-making. Knowledge of effective teamwork and adapting to dynamic business environments.
Overview
4
4
years of professional experience
Work History
Financial Analyst
Patrick Henry College Investment Group
10.2024 - Current
- Conducted detailed financial analysis on several different industries, reporting back to a senior analyst.
- Worked with a team to choose and analyze Cameco (CCJ) and pitch this stock to a board of senior analysts and eventually the college.
- Completed several courses through the Corporate Finance Institute (CFI), for financial statements and accounting.
- Completed a relative valuation of the AI technologies industry, including Innodata and Palantir. Made an investment thesis for Sandstorm Gold.
Team Leader
Chick-fil-A
01.2023 - Current
- Promoted to Team Leader, assuming all the roles of the two jobs above as well as co-leading shifts
- During closing shifts additional responsibilities were added including overseeing the closing of the front of the store
- Went through several leadership courses over the course of this year, run by the Operator of the Store
Certified Trainer
Chick-fil-A
01.2022 - 01.2023
- Applied for and nominated for Certified Trainer, passed qualifying test and completed Trainer Program
- Worked with new team members on training them in all aspects of the job of a team member
- Considered the first level of leadership in the workplace and as such was held to certain responsibilities on the jobsite
Team Member
Chick-fil-A
05.2021 - 01.2022
- Hired during May of 2021 as a Front-of-Counter Team Member
- Job skills included polite and intentional customer service, speedy and accurate work, working with a diverse team, as well as job ethics and practices
- Earned multiple raises through leadership/supervision nominations
Education
Bachelor of Science - Economics And Business Analytics
Patrick Henry College
Purcellville, VA05-2028
High School Education -
Classical Conversations
01.2024
Corporate Finance Institute
01.2024
Skills
- Financial and operational reporting
- Financial statement analysis
- Financial data analysis
- Microsoft Excel
- Microsoft Powerpoint
- Investment pitch
- Flexible team player
- Comparative analysis
- Economic forecasting
- Data trending
- Valuation experience
- Excellent attention to detail
Leadership Experience
- Captain/Leader of Multiple Sports Teams, Ran cross-country and track+field through Boiling Springs High School. Captained the cross-country team the last two years., Varsity letter and three bars for each
- Service in Church, served the local church in many ways including playing piano for worship services and organizing a men's church softball team., Started and ran the men’s church softball team for three years (2022-2024)
Timeline
Financial Analyst
Patrick Henry College Investment Group
10.2024 - Current
Team Leader
Chick-fil-A
01.2023 - Current
Certified Trainer
Chick-fil-A
01.2022 - 01.2023
Team Member
Chick-fil-A
05.2021 - 01.2022
High School Education -
Classical Conversations
Corporate Finance Institute
Bachelor of Science - Economics And Business Analytics
Patrick Henry College
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