Financial Planning Data Analytics

Aaron James Reilly

Treasury & Financial Strategist

ad5c57@r.postjobfree.com • Downers Grove, IL 60516

www.linkedin.com/in/aaron-reilly-6307a1137/ • 630-***-****

Highly analytical and accomplished professional with extensive experience in wealth/treasury management, investment banking, data analytics, and strategy development within the banking and financial service industry. Known for providing financial planning services to diverse clients, assessing individual financial goals, and developing tailored investment strategies to optimize wealth accumulation and protection. Adept at leveraging financial expertise to optimize liquidity, mitigate risks, and drive sustainable growth. Skilled in developing and implementing cutting-edge strategies based on detailed data analysis. Recognized for exceptional leadership, analytical prowess, and innovative problem-solving abilities with remarkable acumen in training, mentoring, and leading high-performing teams to achieve set goals. Passionate about conducting thoughtful and actionable analyses to meet short- and long-term business requirements.

Areas of Expertise

Treasury & Fund Management

Data Analysis & Decision-Making

Strategic Planning & Execution

Treasury Operations Management

Process Automation & Improvement

Investment Portfolio Management

Asset Valuation & Resource Allocation

Market Research & Trend Analysis

Financial Modeling & Reporting

Financial Planning & Analysis

Budgeting & Forecasting

Client Relationship Management

Investment Due Diligence

Profit & Revenue Generation

Consultation & Advisory Services

Professional Experience

Euclid Transactional, Itasca, IL

International Financial Analyst Team Leader

Nov 2018 to Present

Deliver strategic leadership and encourage revenue team of three members to achieve set goals. Formulate and chair data ops committee, fostering efficiency and accuracy in data management processes.

•Established and led the treasury function, including management of annual transaction volume totaling $1B.

•Defined robust workflows for carrier reporting/money transfers to optimize operational procedures and reduce manual errors by 90%

•Saved 40+ labor hours a month by developing 10+ automation templates for monthly reports with a focus on enhancing productivity.

Mutual of Omaha, Oakbrook, IL

Financial Advisor

May 2018 to Nov 2018

Crafted and implemented effective financial plans for 25+ clients, aligning investment strategies with individual financial goals. Marketed and delivered insurance policies to ensure comprehensive coverage for clients' needs.

•Optimized asset allocation and maximized returns through the development and management of investment portfolios for 10+ clients.

•Delivered expert-level financial guidance to over three small business owners to drive growth and financial stability.

Benedictine University Student Fund, Lisle, IL

Fund Manager

Apr 2017 to May 2018

Led successful transformation of social club into an actively managed student fund with a focus on enhancing investment opportunities and student involvement. Conducted attribution analysis on fund portfolio to identify key drivers of investment performance and inform strategic decisions.

•Achieved 30% ROI in the final year, outperforming market benchmarks and demonstrating robust fund management skills.

•Ranked in top 10% of over 900 participants in the TD Ameritrade "ThinkorSwim" competition through exceptional analytical prowess.

Additional Experience: Financial Manager, EA Contracting, Downers Grove, IL / Owner/Founder/Producer, Heartless Records, Mesa, AZ

Education & Credentials

Bachelor Business Administration (BBA) in Finance, 2018 Benedictine University, Lisle, IL – GPA: 3.59/4.0 Dean’s list 4 semesters

Associate Science (AS), 2014 College of DuPage Glen Ellyn – GPA: 3.5/4.0 Dean’s list 4 semesters

Honors & Awards:

•Featured in Business Insider as one of Euclid's emerging talents, highlighting exceptional performance and potential within organization.

•Secured entire budget allocation for administrative department by implementing and overseeing the successful Treasury program.

•Achieved 2nd place in CFA competition in Chicago, leading first undergraduate team to excel at master level. Surpassed renowned institutions, including University of Chicago, Northwestern, Loyola, and DePaul, showcasing exceptional skill and competitive edge.

Contact this candidate