Zachary Phillips
Lehi,UT
Summary
Financial professional with skills in advanced excel modeling, python, SQL, and statistical analysis. Proactive, detail-focused CFA Level 1 candidate ready to overcome any challenge.
Overview
3
3
years of professional experience
Work History
Fund Accountant
Alter Domus
2023.06 - Current
- Created monthly, quarterly, and yearly deliverables such as bank reconciliations, PCAP’s, financials, and audits using Investran, Excel, and Word
- Improved efficiency for tasks by 25% using macros in Excel
- Actively participated in client meetings by providing valuable insights on fund activities, reinforcing clear communication, and building strong relationships with clients
- Calculated and sent out distribution payments based on each fund’s waterfall each quarter
- Coordinated with external auditors during annual audits by providing documentation and answering inquiries
Credit Rating and Underwriting - Intern
American Express
2023.01 - 2023.05
- Analyzed financial statements to create 8+ credit evaluations of companies in varied industries
Research Assistant
Brigham Young University, Beesley
2022.01 - 2022.08
- Used STATA to analyze and interpret survey data sets with over 10,000 entries to model effects of globalization on fertility rates
Legal Assistant - Intern
Dexter & Dexter Attorneys, Law
2021.08 - 2021.12
- Wrote demand letters using notes from client interviews, leading to a $25,000+ award for a client
- Managed 20+ personal injury cases through documentation of medical visits, frequent communication with clients, and teamwork with attorneys, translating in Spanish when necessary
Education
MS - Financial Economics
Utah State University | Jon M. Huntsman School of Business
Logan, UT05.2023
BA - International Relations
Brigham Young University | David M. Kennedy Center For International Studies
Provo, UT08.2022
Skills
- Python
- SQL
- AWS Server
- SAS
- Advanced Excel
- Data Analysis
- Data Cleaning
- Machine Learning Models
Service
The Church of Jesus Christ of Latter-Day Saints Lima, Peru Service Volunteer Aug 2018 – Apr 2020
Contacted 20+ people/day and spoke publicly to 80-100 people in Spanish on a monthly basis Lived and worked with local leadership in 8 different cities, teaching in-depth to several hundred people
Languages
Spanish
Native or Bilingual
Portuguese
Limited Working
Timeline
Fund Accountant
Alter Domus
2023.06 - Current
Credit Rating and Underwriting - Intern
American Express
2023.01 - 2023.05
Research Assistant
Brigham Young University, Beesley
2022.01 - 2022.08
Legal Assistant - Intern
Dexter & Dexter Attorneys, Law
2021.08 - 2021.12
MS - Financial Economics
Utah State University | Jon M. Huntsman School of Business
BA - International Relations
Brigham Young University | David M. Kennedy Center For International Studies
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