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Accounting Finance Analytics

Location:
Irvine, CA
Posted:
May 13, 2019

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Resume:

Patrick Mihelic Orange County, CA – Lawrence, KS

**************@**.*** 949-***-****

EDUCATION

University of Kansas

Bachelor of Science; Finance Major, Business Analytics concentration, Psychology Minor

Lawrence, Kansas

Class of 2019

Cumulative GPA: 3.2/4.0

Relevant Coursework: Valuation, Portfolio Strategy, Fixed Income, Accounting for Finance, Commercial Banking, Data Analysis & Forecasting, Investments, International Finance, Corporate Finance WORK EXPERIENCE

OC Executives Real Estate Agency

Finance/Accounting Intern

Orange County, California

Dec 2018 – Jan 2019

Member of research & development team modeling financial growth and break-even points

Involved in initial due diligence, historical data research, and comparable analysis year-to-year

Condensed statements for application of consulting team PNC Bank Kansas City, Kansas

Summer Intern June 2018 – Aug 2018

Worked with investors to review and track status of securitized asset portfolios

Oversaw and performed balance sheet movements for the department and bank

Gained experience in various servicing softwares and implemented macros to simplify reporting processes

Met daily deadlines and gained experience with corporate structure, relationships, and accountability The Jayhawk Café Lawrence, Kansas

Bar Doorman/Roamer Aug 2016 – May 2018

Utilized pressure decision making to fulfill bar responsibilities and monitor law enforcement codes LEADERSHIP

The University of Kansas

Financial/Managerial Accounting 205 Course Tutor

Lawrence, Kansas

Aug 2017 – May 2018

Helped over 80% of tutored students achieve “A” letter grade in course

Developed remedial lesson plans, identified student learning needs, and honed interpersonal teaching skills Phi Kappa Psi fraternity

Social Chairman

Lawrence, Kansas

Apr 2016 – Dec 2016

Managed five-figure budget to plan events, working with booking agencies and venues

Worked with KU IFC to oversee risk management and compliance of chapter Tesoro High School Orange County, California

School News Broadcast Director Aug 2014 – May 2015

Managed show production and operations to put on program three mornings weekly Varsity Football Letterman Aug 2012 – Dec 2015

ADDITIONAL INFORMATION/EXPERIENCE

Skills:

Modeling:

Software:

Certifications:

Personal portfolio management, client relationships, behavioral psychology Portfolio optimization, DCF, WACC, APV, duration

Bloomberg, Tableau, RStudio, Oracle DV, advanced Excel (vlookup, pivot tables, etc) Bloomberg Terminal, KU Leadership Council



Contact this candidate