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Financial Analyst

Salt Lake City, Utah, United States
May 24, 2018

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Clayton D. Heiner

**** **** ******* ***** *****, Heber City, UT 84032 435-***-**** Summary

Master of Science in Finance student with 3 years of professional experience, 1 year being finance experience within financial planning and investing. Possesses a strong attention to detail, an ambitious drive to help others achieve financial stability, a strong work ethic, and excellent interpersonal skills. Education

W. P. Carey School of Business at Arizona State University, Tempe, AZ May 2017 Master of Science in Finance 3.78 GPA

Westminster College, Salt Lake City, UT December 2016 Bachelor of Arts (BA), Finance 3.7 GPA

Professional Qualifications

• Financial Accounting • Quantitative Analysis • Capital Budgeting

• Valuation Techniques • Bookkeeping • Financial Modeling & Forecasting

• Project Management

• Risk Analysis

• Cost Analysis

• Compliance

• Financial Statement Analysis

• Language: Spanish, French (basic)

• Microsoft Office Suite Including: Word, Excel, PowerPoint; QuickBooks

• Financial Software Including: SAS; Matlab; Bloomberg; Orion; Riskalyze Professional Experience

Financial Analyst January 2017 – March 2017

Allegis Wealth Advisors Salt Lake City, Utah

• Re-engineered a business process used to value and track clients’ financial portfolio returns improving efficiency, transparency, and client trust

Financial Analyst Intern October 2016 – January 2017 Allegis Wealth Advisors Salt Lake City, Utah

• Investigated potential money managers and ETFs Allegis could benefit using and reported research to Allegis CIO and Portfolio Strategists

• Performed Stock Market Research assisting Portfolio Strategists devise new portfolios for current and future clients Office Manager December 2013 – September 2016

Alamo Business Park and Storage Salt Lake City, Utah

• Performed bookkeeping duties such as payroll record keeping and maintained an up-to-date portfolio of daily activities/transactions

• Assisted with daily physical maintenance and upkeep of multiple storage facilities Professional Development

Finance Club August 2014 – Present

Westminster College & Arizona State University

• Assisted with organization of events at Westminster and gained further knowledge of industry trends at ASU Service Volunteer November 2011 – November 2013

The Church of Jesus Christ of Latter-Day Saints Mérida, México

• Dedicated 70+ hours per week in service

• For 15 months supervised over 20+ volunteers, provided trainings, tracked productivity

• Taught and presented lessons to individuals as well as groups of 100+ people

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