Business Administration Financial Planning

EDUCATION

Caleb Pierce

Marietta, GA +1-404-***-**** **************@*****.*** in/calebepierce Kennesaw State University Kennesaw, GA

● Master of Business Administration in Business at the Coles College of Business August 2023 – December 2024

• Pursuing an MBA with a concentration in Financial Accounting online.

• Overall GPA: 3.5/4.0 Institutional GPA: 3.501/4.0 The University of Alabama

● Bachelor of Science in Finance at the Culverhouse College of Business

• Earned a bachelor's degree in business administration with a concentration in Entrepreneurship. Graduated with honors (Magna Cum Laude) and study abroad experience in Asia (South Korea & Cambodia).

• Overall GPA: 3.7/4.0 Institutional GPA: 3.666/4.0 PROFESSIONAL EXPERIENCE

Tuscaloosa, AL

August 2018 – December 2022

Ernst & Young LLP Alpharetta, GA

● Financial Business Consultant, Financial Data Analysis & Client Relations January 2023 – July 2023

• Collaborated with 12 teammates and six managers in a fast-paced, deadline-driven environment, managing over $500 million in client assets. Achieved a 100% accuracy rate while conducting business, ensuring the integrity of financial transactions.

• Enhanced Fortune 500 client satisfaction by 15% through effective forecasting and cost analysis, leading to an estimated $10 million in client savings and demonstrating strong project management and financial modeling skills.

• Guided 15+ clients in diverse industries on technical accounting and statistical analysis, elevating US GAAP compliance by 20% and boosting financial reporting accuracy by $5 million through tailored guidance and strategic economic implementations.

• Streamlined internal processes by implementing automation tools, resulting in a 10% reduction in time spent on routine tasks, equivalent to a cost saving of $200,000 annually. Charles Schwab SouthLake, TX

● Summer Intern Team Building, Financial Planning & Analysis, Consumer Relationship Building June 2022 – August 2022

• Supported financial planning and analysis tasks, contributing to monthly and quarterly report preparation.

• Assisted in creating financial models and gathering data for management presentations.

• Participated in team-building activities and collaborative projects with other interns and staff members.

• Helped maintain client relationships by responding to inquiries and providing basic financial information. Prom Queen Cosmetics Smyrna, GA

● Marketing Financial Analyst Product Management, Strategy Consulting, Business Development May 2015 – February 2021

• Achieved a 30% increase in conversion rates through strategic thinking and business acumen, showcasing leadership and teamwork while remaining committed to customer needs. This resulted in an additional $2.5 million in revenue.

• Optimized engagement and lead generation by 33% through rigorous A/B testing and utilization of tracking tools to analyze product sales and campaign performance, resulting in a substantial $1.8 million boost in sales revenue.

• Forged key partnerships with manufacturing stakeholders, boosting team efficiency by 30% and on-time project delivery by 40%, resulting in a $5 million increase in production efficiency and a $2 million cut in operational costs.

• Developed and managed the annual budget, achieving a 5% cost saving through effective expense management, translating to $750,000 in savings.

INVOLVEMENT

Growth Resilience Integrity Tenacity & Student Involvement Tuscaloosa, AL

● Marketing Event Coordinator Sales Operations, Financial Forecasting, Account Management May 2021 – November 2021

• Led successful networking events for Manderson School of Business, endorsed by GRIT leadership, with an 87% success rate in helping students secure internships and job offers.

• Managed over 10 hours weekly for service activities, multitasking and prioritizing demanding coursework using an electronic planner in a fast-paced environment.

• Championed the development of partnerships with industry influencers and stakeholders; facilitated joint initiatives that led to a 40% increase in brand visibility and a 25% growth in social media engagement.

• Executed and led workshops on personal branding and networking skills, receiving positive feedback from 90% of participants.

CERTIFICATIONS & SKILLS

Asset, Wealth & Human Capital Management Atlanta, GA

● Ernst & Young LLP June 2023 – June 2027

• Developed knowledge in financial trading, exchange-traded funds, investment banking, and consolidation. SKILLS & OTHER

● Data Visualization/Technical Skills: (Excel Modeling – Pivot, VBA, VLOOKUP) and familiarity with database systems, including Tableau (Advanced) and PowerBI for FP&A.

● Techniques: Financial Statement Analysis, Financial Planning & Analysis, Spreadsheet Preparation, Ad Hoc Reporting, Financial Projections (Advanced).

● Tools and Frameworks: Microsoft Excel, SharePoint, Investran, Bloomberg, and ERP Systems (Oracle Financials, Workday Enterprise).

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