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Financial Analyst Part Time

Location:
Albany, NY
Posted:
March 22, 2017

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Resume:

Matthew Powell

914-***-****

aczfhe@r.postjobfree.com

Education

University at Albany, Bachelor of Science in Business Administration – anticipated June 2018

Concentration: Financial Analyst Honors Program

GPA: 3.5

Dean’s List

Minor: Film Studies

Experience

SUNY RESEARCH FOUNDATION, Albany, NY 2/17-Current

Benefits Intern

Provided support for the implementation of an additional tier (Tier V) for the Basic Retirement Plan

Assisted in the migration of the Benefits website to the new content management system including content migration and site inventory

Provided support for the implementation of the Private Medicare Exchange including HRIS system support, learning and development and supporting the communication strategy

THE WINDMILL GROUP, Somers, NY 3/14 to 6/14

Finance Intern

Supported a financial planner in managing client relationships from assessing clients’ long- and short-term investment goals through developing allocation plans and investment strategies.

Independently managed a $100,000 mock investment portfolio. Identified targets, researched companies, and formulated investment decisions, resulting in 2.6% portfolio growth in three months.

GREEN BRIAR HOA, Somers, NY Summers 2012 to 2016

Lifeguard

Ensured the safety of patrons at a highly active pool in a 200-home, private development. Trained 12 new lifeguards following a reorganization of the pool staff.

Recognized by the Board of Directors for skillfully diffusing a sensitive situation involving a homeowner.

Academic Highlights

Pillars of Wall Street, Financial Analyst Boot Camp, Financial Modeling, and Excel Training Fall 2016

Completed intensive, accelerated academic program that provided real world financial training through interactive lectures, case studies, and hands-on analytical projects.

Created comprehensive financial statements for corporations across diverse industries. Calculated and prepared Excel based cash flow statements, balance sheets, and income statements.

Extracurricular Activity

Albany Center for Entrepreneurship 9/14 to 6/15

Actively participated in a small group project to develop and present a business proposal at a venture capitalist conference in Albany.

Instrumental in designing product concept, creating business model, and devising a marketing strategy to launch UFlip, an innovative localized ecommerce auction site.

Community Service

Volunteer Firefighter, Croton Falls Fire Department

Special Skills & Certifications

Excel, Word, PowerPoint, Word Press, Outlook, Oracle Conversant in Spanish



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