financial analyst

Jordan Davidson

Erie, PA, ***** 814-***-**** *******************@*****.***

Education

Penn State Erie, the Behrend College May 2019

Bachelor of Science in Finance

Finance Experience

Accounting Project, Penn State Behrend Spring 2016

Generated income statement, profit and loss statements and balance sheets for a hypothetical company

Analyzed company’s financial wellbeing

Created recommendations to improve cash flow

Worked in a team to create all financial statements

Used statements to create a valuation price for the company

MIS Project, Penn State Behrend Fall 2016

Creating detailed Excel spreadsheets

Used advanced Excel functions

Created loan amortization schedule

Used IF and VLOOKUP functions

Equity Evaluation Project, Penn State Behrend Spring 2018

Create spreadsheets to analyze a stock

Use several different evaluation methods including dividend discount model and others

Decide if the stock is overvalued or undervalued

Make decision to buy or sell stock

Create multiple spreadsheets for evaluation of stock

Corporate Finance Project, Penn State Behrend Spring 2018

Created a product and a hypothetical company to sell it

Worked with a team comprised of finance and plastics engineers

Forecast demand and growth and create pro forma income statements

Make purchasing decisions on materials, employees, and machinery

Analyze news of a company to help make a better decision

Intrieri Family Student Managed Fund Fall 2018

Help manage a fund of about $700,000

Work with students to research stocks

Use excel to create pricing models

Make stock pitches to peers to buy, sell, or hold

Vote on decisions to buy, sell, or hold

Watch the market to see if stocks hit price target

Watch news to see if anything happens that can impact holdings

Reevaluate holdings and weights in sectors at regular intervals

Work Experience

Otto Tomotto’s, Victor N.Y. 2014-2018

Dishwasher

Wash dishes in a fast passed and stressful environment

Clean floors and equipment

Portion food for service

complete other miscellaneous task as assigned

Train new workers

Do Prep for dinner service

Aid chefs when needed

New Scale Technologies, Victor N.Y. May 2018-August 2018

Finance Intern

Create and time out cash flows

Create a discounted cash flow model on company for possible buyout

Create database on customer info

Create profit and revenue projections

Analyze fiscal health of company

Timeout revenue streams

Analyze company income statement and balance sheet

Western & Southern Life, Erie P.A. January 2019-present

Financial Representative

Sell financial products to clients

Explain products to clients in an easy to understand manner

Review client plans throughout year

Provide advice to clients to reach financial goals

Monitor client accounts

Create marketing plans

Create recommendations for clients

Skills

create spreadsheets in Excel

use of IF functions in Excel as well as other advanced formulas

Software: Word, PowerPoint, Outlook

Knowledge of how to analyze a stock chart

Ability to analyze financial statements

Knowledge of several ways to value a company’s stock

Ability to time out cash flows

Certifications

Series 6

Life and Health

Contact this candidate