Walker Lucas
Branchville,NJ
Summary
Detail-oriented Finance Professional with expertise in financial modeling, equity and fixed income research, and portfolio evaluation. Strong analytical skills applied to assess company fundamentals and market trends. Committed to supporting investment teams with data-driven insights and actionable recommendations. Adaptable and disciplined, focused on continuous development in investment analysis.
Overview
3
3
years of professional experience
Work History
IT Financial Planning Intern
Selective Insurance Group Inc
Branchville, New Jersey
05.2025 - 08.2025
- Streamlined expense tracking processes, improving accuracy and speed of financial oversight across IT cost centers.
- Tracked budget forecasts and monitored budget performance.
- Reviewed and reconciled weekly time submissions across IT departments, ensuring accurate project cost allocation.
- Collaborated on an action learning project to research and present a business case for implementing alternative payment methods, pitching recommendations directly to executive leadership for strategic consideration.
Project Engineer
Nordic Contracting Company
04.2023 - 09.2024
- Assisted engineering teams to successfully complete projects on time and within budget.
- Developed detailed project plans to ensure timely completion and deliverables were met.
- Evaluated change order requests in response to out-of-scope work activities.
- Helped manage projects ranging from $1 million to $5 million, delivering each project an average of $200,000 under budget.
Assistant Service Writer
Offshore Marine
05.2022 - 09.2022
- Provided crucial support in customer service by assisting with boat repair service requests.
- Coordinated and scheduled appointments for boat owners, ensuring efficient workflow
- Assisted in managing service records, responding to customer inquiries.
Education
Bachelor of Science - Finance
Liberty University
Lynchburg, VA12-2026
Skills
- Financial Modeling
- Microsoft Excel
- Financial Statement Analysis
- Analytical Thinking
- Problem-Solving
- Corporate Finance
Volunteer work
Special Needs Buddy, Night to Shine, Parsippany, NJ, 02/2020, Present
- Volunteered with Tim Tebow's Night to Shine, an inclusive prom experience for adults with special needs for over 4 years, acted as a supportive companion for individuals with intellectual and developmental disabilities, forming friendships and offering assistance to enhance their experience.
Clean Water Well Driller, Clean Water Projects, Africa, 07/2019
- Traveled to Rwanda to help drill water wells bringing clean drinking water to underserved villages in sub-Saharan Africa, Interacted with adults and children to provide hygiene training for communities
Affiliations
- Foreign Language
- Golf
- Reading
- Investing
Timeline
IT Financial Planning Intern
Selective Insurance Group Inc
05.2025 - 08.2025
Project Engineer
Nordic Contracting Company
04.2023 - 09.2024
Assistant Service Writer
Offshore Marine
05.2022 - 09.2022
Bachelor of Science - Finance
Liberty University
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