Paul Maes
Prior Lake,MN
Summary
Dedicated Finance major at The University of Tampa with a solid foundation in budgeting, forecasting, and strategic financial planning. Possessing two years of hands-on experience as an assistant at an Ameriprise Financial Practice, where I honed my skills in portfolio management and client relations. Recognized for my efficiency and effectiveness in supporting financial operations, I have consistently demonstrated strong communication and leadership abilities, contributing to the success of team initiatives. Proven track record of effectively operating financial portfolios and facilitating productive client meetings, underscoring my commitment to excellence in the financial services sector.
Overview
4
4
years of professional experience
Work History
Assistant Finance Manager
Ameriprise Financial
Edina, MN
01.2022 - Current
- Conducted thorough analysis of extensive datasets to uncover trends, patterns, and correlations, contributing valuable insights for strategic business decisions.
- Evaluated financial data to detect trends and develop effective strategies for improved performance.
- Performed comprehensive variance analysis by comparing actual financial results with budget forecasts, preparing detailed reports for various functional teams.
Dockworker
TK Marine
Prior Lake, MN
06.2021 - 09.2023
- Facilitated the seamless transfer of materials across loading docks, warehouses, and vehicles, ensuring timely deliveries, and optimized logistics.
- Worked collaboratively with a dynamic team to enhance operational efficiency during high-demand periods, leveraging strong communication skills to coordinate efforts effectively.
- Conducted thorough daily maintenance inspections on material handling equipment, adhering to stringent safety protocols, and contributing to a safe and reliable work environment.
Education
Bachelor of Science - Finance
The University of Tampa
Tampa, FL05-2026
Skills
- Strategic planning
- Effective prioritization
- Analytical thinking
- Portfolio management
- Financial modeling
- Portfolio performance reports
- Microsoft Excel
Timeline
Assistant Finance Manager
Ameriprise Financial
01.2022 - Current
Dockworker
TK Marine
06.2021 - 09.2023
Bachelor of Science - Finance
The University of Tampa
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