Summary
Overview
Work History
Education
Skills
Timeline
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SPENCER LAMBERT

Logan,UT

Summary

Results-driven Head of Finance and aspiring investment professional with a proven track record in financial operations, strategic planning, and equity research. Recognized for implementing cost-saving initiatives and improving fiscal performance. Passionate self-directed investor with experience managing a personal portfolio, conducting in-depth small-cap stock research, and generating double-digit annual returns. Committed to delivering actionable insights that support both operational execution and long-term financial growth.

Overview

3
3
years of professional experience

Work History

Equity Research Analyst

Independent
12.2024 - Current
  • Researched 30+ small-cap public companies using 10-Ks, 10-Qs, and earnings calls
  • Built valuation models using DCF, comparables, and sensitivity analysis
  • Published 5+ investment theses with clear risk/reward frameworks
  • Achieved average paper return of 18% over 12 months through disciplined portfolio management
  • Analyzed industries like software, biotech, and semiconductors

HEAD OF FINANCE

Baxbo LLC
08.2024 - Current
  • Oversee financial operations, ensuring compliance and strategic alignment.
  • Implemented cost-saving measures, achieving substantial budget efficiency.
  • Developed a budget to help keep the company cash flow positive
  • Analyze financial data, providing actionable insights for decision-making.

SALES REPRESENTATIVE

ResNexus
01.2023 - 07.2024
  • Analyzed sales data to identify trends, improving forecasting accuracy.
  • Implemented CRM tools, streamlining sales processes and improving team efficiency.

WAREHOUSE MANAGER

Cornerstone Concrete Construction
10.2022 - 12.2022
  • Managed warehouse operations, enhancing efficiency and reducing errors by implementing new processes.
  • Led a team to optimize inventory management, resulting in improved stock accuracy and availability..

COLLEGE FOOTBALL COACH

Snow College
01.2024 - 05.2024
  • Developed strategic game plans, fostering teamwork and discipline.
  • Analyzed game footage, identifying areas for performance improvement.


Education

Bachelors Degrees - Accounting and Finance

Utah State
05.2026

Skills

  • Excel
  • Research proficiency
  • Economic analysis
  • Financial statement analysis
  • Portfolio management
  • Quantitative analysis
  • Financial forecasting

Timeline

Equity Research Analyst

Independent
12.2024 - Current

HEAD OF FINANCE

Baxbo LLC
08.2024 - Current

COLLEGE FOOTBALL COACH

Snow College
01.2024 - 05.2024

SALES REPRESENTATIVE

ResNexus
01.2023 - 07.2024

WAREHOUSE MANAGER

Cornerstone Concrete Construction
10.2022 - 12.2022

Bachelors Degrees - Accounting and Finance

Utah State

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