Summary
Overview
Work History
Education
Skills
Timeline
Generic

Rj Cappuccio

Chicago,IL

Summary

Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.

Overview

4
4
years of professional experience

Work History

Financial Analyst and Copywriter

Go To The Owl Marketing
06.2023 - 11.2023
  • Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
  • Collaborated with team leaders to define standards, policies and procedures to meet company revenue goals.
  • Wrote advertising copy for online content, adhering to employers' overarching brand identity and personality.
  • Customized brand message to reach and capture target audience interest and drive engagement.

Financial Analyst

ABO Technologies
10.2022 - 06.2023
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
  • Performed complex financial and budget analyses to determine requirements and justify requested funding.
  • Used relevant financial technology to generate reports and recommended courses of action to upper management.
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.

Entry-level- PPP Loan Analyst

Ronald J Cappuccio JD LLM Tax
03.2020 - 06.2021
  • Completed and filed 100+ PPP Loans complying with the SBA's strict standards.
  • Evaluated loan requests and documents to verify accuracy and completeness.
  • Processed loan applications and monitored progress from start to finish.
  • Listened to clients and introduced solutions to satisfy business and personal needs.

Education

Bachelor of Science - Finance

DeSales University
Center Valley, PA
06.2022

Skills

  • Financial Forecasting
  • Report Writing
  • Data Collection
  • Audit Support
  • Presentation Skills
  • Financial Statement Analysis
  • Budgeting and Forecasting
  • Cash Flow Management
  • Investment Analysis
  • People Skills

Timeline

Financial Analyst and Copywriter

Go To The Owl Marketing
06.2023 - 11.2023

Financial Analyst

ABO Technologies
10.2022 - 06.2023

Entry-level- PPP Loan Analyst

Ronald J Cappuccio JD LLM Tax
03.2020 - 06.2021

Bachelor of Science - Finance

DeSales University

Similar Profiles

CREATE PROFILE
Rj Cappuccio