Steven B. Rogers
Katy,Texas
Summary
Detail-oriented recent college graduate with a Bachelor’s degree in Finance, seeking to leverage strong analytical skills as a Financial Analyst. Demonstrates a solid understanding of financial principles and a commitment to delivering precise financial analysis. Aims to contribute effectively to organizational success through informed decision-making and strategic insights.
Overview
1
1
Certification
Work History
Financial Analyst Intern
IMA Financial Group
Wichita, KS
06.2022 - 08.2022
- Conducted Market Research to gather industry data, competitor information, and economic forecast
- Prepared reports and presentations summarizing financial analysis findings for management review and decision-making purposes
- Collaborated with team members to streamline financial processes, improve data accuracy and enhance reporting efficiency
Education
BBA - Finance
Stephen F. Austin University
Nacogdoches, TX05.2023
Skills
- Strategic Development
- Economic Trend Analysis
- Financial Reporting Evaluation
- Financial Credit Evaluation
- Proficient in Financial Software
- Core Investment Knowledge
- Financial Variance Analysis
- Excel Proficiency
- Fundamental Accounting Concepts
- Budgeting and Forecasting Expertise
- Budgetary Analysis
- Portfolio Analysis
- Cash Flow Optimization
- Investment Performance Evaluation
Certification
Bloomberg Market Concepts Certification, 2023
Personal Information
Title: Financial Analyst
References
Available upon request
Leadershipandinvolvement
- Member of Finance Club - Stephen F. Austin University
- Participated in networking opportunities with financial professionals
Coursework
- Financial Accounting
- Managerial Finance
- Investment Analysis
- Corporate Finance
- Financial Modeling
- Economics
- Statistics
Affiliations
Active in church and local community mentoring youth
Timeline
Financial Analyst Intern
IMA Financial Group
06.2022 - 08.2022
Bloomberg Market Concepts Certification, 2023
BBA - Finance
Stephen F. Austin University
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