TIMOTHY MURPHY
Glendora,CA
Summary
I am getting ready to graduate from Cal Poly Pomona with a degree emphasis on Finance. I have had experience in multiple areas of business finance and love to learn. I am still looking for my perfect fit while I continue to experience new opportunities. I have more experience with operations and financial analytics where I am comfortable in a working environment but have excelled at other aspects of Finance through my time at Cal Poly Pomona.
Overview
2
2
years of professional experience
Work History
Financial Advising Analyst
Northwestern Mutual
05.2024 - 09.2024
- Worked with existing advisors on client financial policies and plans
- Worked directly with an established advisor with over 20 years of experience
- Used company software to create and develop client investment portfolios
- Advised on past trends in the market and worked with a team to advise on future trends in the
- Trained new advisors to operate company software
- Helped test and support for the new advanced intelligence system that was designed/implemented during my employment.
Operations Intern
Alliance Environmental Group
06.2022 - 08.2022
- Maintained database systems to track and analyze operational KPI's (procurement and Fleet Management)
- Contact material suppliers and process orders
- Process material usage sheets for job costing
- Supported operations team with resource allocation and cost control
- Review executive summary reports to ensure accurate labor and material cost
- Track and fulfill equipment purchases based on CAPX budgets
- Update and process Vender Packets for potential Bid List and collections
Education
Undergraduate - Finance, Real Estate, And Law
California State Polytechnic University, Pomona
Pomona, CA05-2025
Skills
- Advanced in Microsoft Excel
- Financial Modeling
- Leadership
- Critical Thinking
- Planning and Coordination
- Decision-Making
- Business Operations Analysis
- Project Management
Timeline
Financial Advising Analyst
Northwestern Mutual
05.2024 - 09.2024
Operations Intern
Alliance Environmental Group
06.2022 - 08.2022
Undergraduate - Finance, Real Estate, And Law
California State Polytechnic University, Pomona
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