Chase Yaeger

Address: Eau Claire, United States

Phone number: 715-***-****

Email address: ad4ea2@r.postjobfree.com

Education

**/**** – 05/2024

Finance Bachelors of Business

Administration

University of Wisconsin Eau Claire

GPA 3.43/4.00

Played Varsity Baseball 2020-2023

Professional Experience

09/2023 – PRESENT EAU CLAIRE

Accounting/Finance Intern

National Business Institute

Assist in conducting financial analysis by analyzing and interpreting financial statements and data,

providing valuable insights for decision-making

processes. This included reconciling bank accounts and balance sheet accounts.

Support the accounting team in performing month-

end and year-end closing activities, ensuring

compliance with accounting principles and timely

reporting.

Perform daily audits of operating cash flows and

gained expertise in Excel, Salesforce, and QuickBooks. Worked on the budget for 2024 using historical data with the goal of finding projected ROS and Gross

Margin.

01/2024 – PRESENT

Jr. Investment Analyst

University of Wisconsin Eau Claire

Conduct extensive financial analysis in a student lead investment fund of $400,000

Assist in the development and maintenance of

financial models and databases.

Collaborate with senior analysts to prepare

comprehensive investment reports and

presentations, summarizing key findings.

Conduct market research and monitored industry

trends to identify potential risks and opportunities, contributing to the development of investment

strategies.

05/2023 – 09/2024

Mover

Dan the Moving Man

Collaborated with team members to coordinate

logistics for moving strategies, resulting in seamless transitions for clients.

Provided exceptional customer service by addressing client concerns and requests, guaranteeing a positive moving experience.

Professional Experience

05/2022 – 09/2022

Financial Planning Intern

Northwestern Mutual

Assisted in conducting financial analyses and

evaluations for clients, providing valuable insights and recommendations for effective wealth management

strategies, mainly with life and disability insurance. Collaborated with senior financial planners to create customized financial plans tailored to clients' specific goals and objectives, optimizing their financial well- being. Utilized cutting-edge financial planning

software to generate accurate reports, projections, and scenarios for clients, ensuring a clear

understanding of their financial position.

Skills

Financial Analysis

Project Managment

Leadership

Customer/Client Relations

Data Entry

Microsoft Office Specialist

Communication

Problem Solving

Critical Thinking

Accounting

Attention to Detail

Sales

Adobe Creative

CRM Software (Salesforce,

Quickbooks)

Power BI

Awards

Dean’s List – College of Arts and Sciences, Spring 2021

Academic Distinction, Spring 2021 – Fall 2023

WIAC All-Sportsmanship Team 2021

National Qualifier in FCCLA in Parliamentary

Procedure (2019) & Entrepreneurship (2020)

Lions Honors Club 2020

Certificates/Licenses

Life, Health, and Disability Licensure, State of WI Bloomberg Market Concepts Certified

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