William Unger
Cleveland,OH
Summary
A highly motivated finance professional with a Master of Business Administration in Finance (CFP) from the University of Cincinnati's Carl H. Lindner College of Business, boasting strong analytical skills and a solid academic background with a GPA of 3.5. Possessing comprehensive knowledge gained from coursework including Equity Analysis, Fixed Income, and Econometrics for Finance, coupled with hands-on experience as a Financial Analyst at Genesis HealthCare System. Proven ability to excel in roles such as a Teachers Assistant and Financial Analyst, demonstrating proficiency in Microsoft Office, Power BI, Rstudio, Python, and Bloomberg. A proactive team player with a keen eye for detail, equipped to contribute effectively to investment analysis endeavors.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Teachers Assistant
University of Cincinnati
Cincinnati, OH
01.2024 - Current
- Assist professor with grading assignments, projects, and exams
- Assisted teachers with instruction and provided clerical support for diverse needs.
Financial Analyst
Genesis Healthcare System
Zanesville (Remote), OH
08.2022 - Current
- Managed the annual contract labor report as the project manger
- Analyzed financial data to identify trends, patterns and strategies.
- Organize and coordinated with different teams to complete projects swiftly and effectively
Finance Intern
Equipment Finance Group, LLC
Dayton, KY
06.2022 - 08.2022
- Navigated different data-organizing browsers such as Creditsafe, EDA Data, RocketReach, and ZeroBounce
- Created specialized three-to-seven year proposals and credit applications using Salesforce and Microsoft Excel
- Validated multiple sales and created operating and capital leases with amortization schedules
Bank Teller
The Home Loan Savings Bank
Coshocton, OH
06.2021 - 08.2021
- Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
- Processed hundreds of transactions such as cash deposits, transfers, withdrawals
- Reviewed checks processes in individual accounts and ensured authenticity
Education
MBA - Finance
University of Cincinnati
Cincinnati, OH04-2024
BBA - Finance
University of Cincinnati
Cincinnati, OH04-2023
Skills
- Investment Analysis
- Financial Modeling
- Advanced Computer Skills
- Project Management
- Python
- RStudio
Certification
- Bloomberg for Education, Oct 2022
Timeline
Teachers Assistant
University of Cincinnati
01.2024 - Current
Financial Analyst
Genesis Healthcare System
08.2022 - Current
Finance Intern
Equipment Finance Group, LLC
06.2022 - 08.2022
Bank Teller
The Home Loan Savings Bank
06.2021 - 08.2021
MBA - Finance
University of Cincinnati
BBA - Finance
University of Cincinnati
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