Summary
Overview
Work History
Education
Skills
Websites
Financeexperience
Certificationsandskills
Leadership Experience
Affiliations
Certification
Additional Information
Timeline
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Zachary Sommerfeld

Shoreview,MN

Summary

Highly motivated and ambitious young finance professional with a strong passion and dedication to the industry. Known for creativity, hard work, and a drive for excellence. Demonstrates excellent communication skills, creative problem solving skills, and a proven track record of effective leadership. Thrives in both individual and group settings. Exhibits a positive and personable demeanor, always aiming for success in all endeavors.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Financial Analyst

Renodis
11.2023 - Current
  • Analyzed, tracked, and broke out around $400,000 every month commission, invoices, payroll, and various expenses in Excel and QuickBooks
  • Conducted weekly flux analysis of income and expenses
  • Worked on monthly WIP accounting for various projects
  • Reconciled all companies’ bank accounts each month.

Sales Associate

ACE Hardware
05.2022 - 08.2022
  • Helped 60-100 customers with various projects and finding different objects in the store
  • Played a Swiss Army knife role in the store, building grills, doing deliveries, and helping do maintenance around the store.

Education

Bachelor of Science - Finance

Saint Louis University- Chaifetz School of Business
St. Louis, Missouri
05.2023

Skills

  • Microsoft Excel
  • Account Reconciliation
  • Budgetary Planning
  • Analyzing performance
  • Finance
  • Financial Management
  • Financial statement analysis
  • MS Office Suite
  • Excellent attention to detail
  • Flexible team player
  • Financial software
  • Financial Analysis

Financeexperience

Bloomberg Investment Team, SLU Team Captain, Fall 2021, Led a group of students from the SLU Finance club in an investment competition., Built a competitive portfolio of stocks using Bloomberg Software.

Certificationsandskills

Bloomberg (2021), Microsoft Suite (access, word, outlook), Basic SQL, Monday.com, 2019, Working experience, SLU first place, Global top 10%, 2019

Leadership Experience

Delta Sigma Pi Business Fraternity, Service and Philanthropy VP, Fall 2022, Organized my business fraternity’s charitable works for a semester., Assembled teams of volunteers for 7 different service projects

Affiliations

  • Eagle Scout

Certification

  • Microsoft Excel Certification - 2019
  • Bloomberg Certification- 2021

Additional Information

Working Experience with Quickbooks and office suite


Educational Experience SAP, SQL and Tableau

Timeline

Financial Analyst

Renodis
11.2023 - Current

Sales Associate

ACE Hardware
05.2022 - 08.2022

Bachelor of Science - Finance

Saint Louis University- Chaifetz School of Business

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Zachary Sommerfeld