Zachary Fenner
Kettering,Ohio
Summary
Analytical and Results-driven Financial Analyst with proven experience in data collection, statistical, and strategic analysis. Highly detail-oriented with a strong expertise in assessing, interpreting, and translating complex data to support business decision-making.
Overview
5
5
years of professional experience
Work History
Financial Analyst
Reynolds and Reynolds
Dayton, OH
05.2022 - Current
- Conduct in-depth analysis of finance and insurance software solutions to ensure regulatory compliance and operational integrity.
- Analyze financial changes made by state governments, financial institutions, and insurance agencies.
- Troubleshoot and verify calculations are accurate and efficient in finance deals.
- Develop and maintain extensive documentation of financial calculations and state-specific requirements.
- Serve as a liaison between technical teams and clients by translating complex financial concepts into clear, actionable insights.
- Program, implement, and test financial calculations within internal systems to support product accuracy.
- Collaborate with product managers and the development team to drive enhancements based on analytical findings.
- Design and build reports to assist in problem solving.
Financial Representative
Western and Southern Financial Group
Miamisburg, OH
12.2021 - 05.2022
- Advised clients on personalized financial strategies aligned with their short- and long-term goals.
- Prepared and delivered customized financial reports, enabling clients to make informed decisions.
- Monitored market trends and client portfolios to identify opportunities and help mitigate risks.
- Conducted detailed research on financial strategies, aligning solutions with clients' specific needs.
- Proactively built and maintained a growing network of clients through strategic outreach and client engagement.
- Provided exceptional service to clients and collaborated with internal partners, enhancing overall client experience.
Education
Bachelor of Arts - Economics
The Ohio State University
Columbus, OHSkills
- Financial Analysis
- Financial Reporting
- Regulatory Compliance
- Business Analysis
- Data analysis
- Salesforce
- Microsoft Office 365
- RStudio
- Jira
- C
- Problem Solving
- Critical thinking
Timeline
Financial Analyst
Reynolds and Reynolds
05.2022 - Current
Financial Representative
Western and Southern Financial Group
12.2021 - 05.2022
Bachelor of Arts - Economics
The Ohio State University