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Financial Analyst

Location:
Old Tappan, NJ, 07675
Posted:
January 22, 2024

Contact this candidate

Resume:

Michael H. Gray

ad2z07@r.postjobfree.com

650-***-****

* ******* *****

Edgewater, New Jersey

Education

Tulane University, A.B. Freeman School of Business New Orleans, LA Bachelor of Science in Business Administration, Major: Finance Graduation Date: December 2021 Experience

PS Business Management, LLC New York

Associate Business Manager June 2022 – Present

• Interact with and provide financial and other services for sports figures, entertainment groups & high net-worth individuals, including investments, general ledger accounting, royalties, accounts payable and receivable, bookkeeping, payroll services, budget planning, cash flows, forecasting, insurance, and risk analysis

• Monitor monthly, quarterly, and yearly financial accounts with audits for accurate reporting data

• Assist with tax services as well as royalty and licensing services for the most profitable outcome

• Conduct clear communication with management, agency, label, and other contacts of clients to provide effective cash management services, financial advisory, business models & plans, insurance & risk analysis Northwestern Mutual New Orleans, LA

Financial Representative May 2021 – January 2022

• Chosen as a summer intern; hired for full-time position

• Licensed to sell life, disability, and long-term insurance in Louisiana and 7 other states

• Created a daily routine of scheduling appointments with potential clients

• Worked with and trained under professional financial advisors

• Attended weekly training sessions taught by successful professionals

• Trained for presentations, negotiations, financials, operations, and excel

• Achieved skills in risk management, sales acquisitions/retention, and project management Freedom Air Conditioning and Heating, LLC Harrington Park, NJ Technical Assistant/Trainee May 2018 – August 2018

• Trained in and complied with safety protocols while working with industrial equipment designed to cut and manipulate sheet metal

• Manufactured custom ductwork for commercial and residential projects

• Delivered required projects in a timely and precise manner

• Assisted with installation onsite of HVAC units

Starbucks Old Tappan, NJ

Barista (high school job) August 2016 – August 2017

• Gained ability to work in a fast-paced environment while managing multiple tasks at the same time

• Educated customers by presenting and explaining the coffee drink menu

• Engaged dissatisfied customers to resolve their issue and maintain their loyalty to the Old Tappan Starbucks location

• Cashier; operated cash register, and credit card machines Old Tappan Golf Course Old Tappan, NJ

Pro-Shop Sales Cashier (high school job) May 2014 – August 2017

• Performed clerical duties including cashier, booked tee times, and managed pro shop

• Assisted with basic clean-up, organization, and merchandising duties Activities and Engagements

Alpha Phi Omega Community Service Programs

• Participated in various community service projects in the greater New Orleans area Habitat for Humanity Restore

• Volunteered with the New Orleans Habitat for Humanity Restore Hobbies and Interests: golf, chess, small business management, stock market (trading), the NFL



Contact this candidate