Jeffrey L. Garlisch
682-***-**** ac141n@r.postjobfree.com
PROFESSIONAL SUMMARY
Ambitious analyst with an academic background in finance and economics with an emphasis in statistics and valuation analysis. Areas of interest include: economic and financial analysis, project management, business development, industry research, and technology.
SKILLS& CERTIFICATIONS
Certified in Microsoft Office Suite (Excel, PowerPoint, Visio, Access)
Six Sigma Certified (White & Yellow Belt)
Certified Market Research Associate
1 year SQL Experience
1 year R experience
2 years Cash Management Experience
Experience with profit/loss operations, earned value management(EVM) financial controlling, invoice turnover optimization, pivot tables, V-Lookup
Experience with regression, hypothesis testing, variance, non-parametric statistics, research compilation & reporting, project management, financial reporting and corporate compliance
PROFESSIONAL EXPERIENCE
Financial and Insurance Services Intern May 2016 July 2016
The Benefit Group Wealth Management Austin, TX
• Attracted new clients to the company by assisting in the preparation of financial & product proposals for the in-house CFP
• Automated CRM software Grendel reducing client on-boarding process time by over 50 %
• Improved company operational efficiency by restructuring and updating master employee process manual with regards to day to day operations and more specific processes
• Modernized mining of client data by consolidating and digitizing physical client documentation into a corporate compliance approved format
• Maintained and optimized company commission statements for in house CPA
Assistant Bar Manager Head Trainer Head Bartender Shift Leader May 2012 May 2017
Palmers Restaurant Bar & Courtyard San Marcos, TX
• Slashed bar costs by 35% by analyzing sales and crafting new inventory policies.
• Supervised new employee orientation, trained 50+ employees during my tenure
• Organized, marketed and executed 15 multi-course special events, bringing in over $50,000 in revenue
• Logged employee hours, distributed pay checks and assisted in other payroll operations
• Worked with upper management to develop sales reports, and maintain general book-keeping procedures
• Increased email enrolled customer base by 20%, through active ad-spend and social media marketing
EDUCATION
Bachelor of Business Administration: Economics August 2011-May 2016
Texas State University San Marcos, Texas
Member of: The Student Economics Association, The Financial Management Association, and The Business Learning Community, Alpha Tau Omega
Relevant Coursework: Econometrics, New Venture Finance, Investment Analysis, Quantitative and Statistical Methods, Capital Budgeting, Commercial Banking, Money and Banking, Financial Technologies, Organizational and Logistic Management, Real Estate Finance, Real Estate Law, Business Law, Commercial Law