PAYTON EARL
Kansas City,MO
Summary
Financial management professional with extensive expertise in accounting and a strong history of client counseling and strategic asset evaluation. Proficient in optimizing client portfolios through detailed financial analysis and strategic planning. Recognized for achieving operational excellence in financial and custodial roles, ensuring efficiency and compliance.
Overview
4
4
years of professional experience
Work History
Operations Manager
Airbnb
Kansas City, MO
08.2025 - Current
- Led daily operations for a family-owned property, ensuring seamless guest communication and booking processes. Managed guest issue resolution, maintaining high standards for property maintenance and cleanliness.
Custodial Staff, Facilities Operations Supervisor
St Teresa's Academy
Kansas City, MO
01.2025 - 08.2025
- Maintained cleanliness and hygiene across campus facilities, contributing to strategic maintenance planning. Progressed from single-floor management to overseeing multiple buildings, ensuring compliance and safety
Junior Analyst-Healthcare Group
Sagehen Capital Management
Claremont, California
10.2021 - 02.2024
- Conducted thorough equity research and SWOT analysis on healthcare companies, presenting findings for portfolio investment decisions.
Ayco Personal Financial Management Summer Analyst
Goldman Sachs
Newport Beach, CA
06.2023 - 08.2023
- Created and presented a complete financial plan for a prospective client with 15 million AUM and pitched a diversified portfolio to senior leaders on what the client should shift their assets to
- Researched potential locations for more Goldman PFM offices to bring in more clients based on net worth per state
- Collaborated with the San Francisco PFM team to integrate their existing clients into a new software platform for their client's portfolio's
Advancing Black Pathways Investment Banking Summer Analyst
JP Morgan Chase
New York City, NY
06.2022 - 07.2022
- Exposed to investment banking and markets divisions within the firm and various technical training
- Consulted with the CEO, CFO, and board of First Independence Bank on new opportunities JP Morgan could assist them within the co-op housing market for their 4-million-dollar project
- Sat on the Trading Floor and was exposed to Sales and Trading employees and their day-to-day responsibilities
- Executed and presented a final IB/Markets Case study to senior leaders in the firm on a merger deal in the food industry
Venture Capital Consultant
Roble Ventures
San Francisco, California
12.2021 - 03.2022
- Collaborated remotely with Founding Partner on live venture deal in ed-tech sector.
- Conducted due diligence, including SWOT and comparable analysis, to evaluate investment potential.
- Presented findings to Roble Ventures and Board of Directors, influencing investment decision that led to portfolio inclusion.
Education
Bachelor of Arts - Economics-Accounting with a sequence in Financial Economics
Claremont McKenna College
Claremont, CA05.2025
Skills
- Equity research and investment analysis
- International taxation
- Financial accounting and planning
- Excel data analysis
- Microsoft Office proficiency
- Public speaking
- Strategic analysis and investment strategies
- Project management
- Data interpretation
- Research methodologies
- Presentation skills
- Financial and cash flow analyses
- Effective communication
- Revenue recognition
- Client relationship management
- Financial statement preparation
- Internal controls and auditing techniques
- Management accounting and GAAP compliance
- Accounting software implementation (QuickBooks)
- Accounts payable and receivable management
- Cost accounting and inventory assessment
Websites
Leadership Experience
- Student Panelist, Claremont McKenna College, 08/01/24, 10/01/24, Spoke to prospective students about opportunities at Claremont McKenna College., Lead discussion about the application process and student life on campus.
- Teen Advisory Board Member, Children's Mercy Hospital, 09/01/18, 05/01/20, Engaged with hospital board and staff on a range of topics on the teen experience at the hospital., Participated at an international annual event with healthcare professionals from around the world to discuss new healthcare innovations, how to better the patient experience, and ongoing research., Presented a medical research project for the event on the implications of Bartter Syndrome and potential treatments for kidney longevity for impacted patients.
Interests
Investment Analysis (Stocks, Bonds, ETF's), Basketball, NFL, NBA, Cooking, Formula 1, Financial Planning, Investing
Timeline
Operations Manager
Airbnb
08.2025 - Current
Custodial Staff, Facilities Operations Supervisor
St Teresa's Academy
01.2025 - 08.2025
Ayco Personal Financial Management Summer Analyst
Goldman Sachs
06.2023 - 08.2023
Advancing Black Pathways Investment Banking Summer Analyst
JP Morgan Chase
06.2022 - 07.2022
Venture Capital Consultant
Roble Ventures
12.2021 - 03.2022
Junior Analyst-Healthcare Group
Sagehen Capital Management
10.2021 - 02.2024
Bachelor of Arts - Economics-Accounting with a sequence in Financial Economics
Claremont McKenna College