Payton Smith
Columbus,OH
Summary
A December 2024 Graduate, offering solid foundation in analytical thinking and problem-solving, well-suited for adapting to new challenges and environments. Brings ability to quickly learn and apply data analysis techniques and tools such as Excel and SQL. Ready to use and develop these skills in any role.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Representative Intern
Northwestern Mutual
05.2024 - 08.2024
- Enhanced client satisfaction by providing personalized financial advice and solutions.
- Strengthened client relationships through timely follow-ups and regular communication.
- Assisted in portfolio management for clients, achieving optimal diversification and risk-adjusted returns.
- Collaborated with team members to develop tailored financial strategies for individual clients'' needs.
- Conducted comprehensive financial analyses to identify potential investment opportunities for clients.
- Supported senior advisors in preparing detailed reports and presentations for client meetings.
- Increased efficiency by automating routine tasks using Excel macros and other software tools.
- Analyzed financial data and presented meaningful insights to senior management.
Resident Assistant
Pennsylvania Western University
05.2024 - 12.2024
- Responded to room transfers, incident reports, and maintenance requests.
- Attended, participated, and contributed to monthly staff meetings addressing resident needs.
- Organized and hosted social and educational events for residents to foster meaningful connections and community spirit.
- Served as an approachable resource for residents seeking advice or assistance with personal or academic issues.
- Established and enforced residence hall policies and quiet hours to establish safe and respectful living environment.
Analytics Intern / Lead Summer Camp Counselor
YMCA
04.2021 - 01.2024
- Conducted a survey for more than 50 participants
- Used excel and SAS to find corelation between camper satisfaction and participation
- Identified, analyzed, and interpreted trends or patterns in complex data sets by finding correlations in surveys
- Performed routine tasks under direct supervision and within established procedures and guidelines.
- Managed weekly schedule to ensure appropriate capacity to support campers/activities
- Managed camper related escalations and major issues to maintain a safe environment for campers
- Supported pre-camp training to ensure counselor certification completion
- Planned daily/weekly programs for 15+ campers
- Partnered with peer counselors to facilitate daily/weekly activities
- Ensured open communication with parents by sharing camper progress daily/weekly.
- Acted as positive role model and mentor to provide campers with constructive guidance and promote healthy habits and attitudes.
Prep Cook/Lead Server
Holiday Retirement
05.2017 - 05.2022
- Followed orders from head chef to establish productive and timely preparation of meals.
- Responsible for ensuring high quality dining service for permanent residents in an independent living environment
- Responsible for creating and maintaining sanitary conditions of the dining facility at all times
- Trusted to assist with training and development of new staff members
- Collaborated with management and senior team members regarding scheduling and acted as a support staff member where needed
- Participated in team meeting (shared best practices, deliverables).
Education
Bachelor of Science - Mathematics
Pennsylvania West University
California, PA12.2024
Skills
- Ohio Life and Health License
- SAS programming knowledge
- Excel modeling and functions
- Data visualization and presentations
- Data analysis
- Understanding of financial planning
- Financial and operational reporting
- Financial statement analysis
- Computer and Microsoft office skills
- Teamwork and collaboration
Certification
Bachelors Degree (05/2020 - Present)
Timeline
Financial Representative Intern
Northwestern Mutual
05.2024 - 08.2024
Resident Assistant
Pennsylvania Western University
05.2024 - 12.2024
Analytics Intern / Lead Summer Camp Counselor
YMCA
04.2021 - 01.2024
Prep Cook/Lead Server
Holiday Retirement
05.2017 - 05.2022
Bachelors Degree (05/2020 - Present)
Bachelor of Science - Mathematics
Pennsylvania West University
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