Matthew Rosenwinkel

Cincinnati, OH 815-***-**** adcw4h@r.postjobfree.com

PROFESSIONAL SUMMARY

First year Master of Business Administration candidate with a concentration in Accounting. Licensed financial professional experienced in working with database information systems to assist in decision-making and problem solving. Highly organized former Student-Athlete with experience in running monthly financial reports and assisting with preparation of annual financial plans. Gaining SCH requirements toward CPA designation.

EDUCATION

Xavier University, Williams College of Business Cincinnati, OH

Master of Business Administration Exp. Dec 2021

Concentration: Accounting

Northern Kentucky University Highland Heights, KY

Bachelor of Science, Finance May 2017

Minor in Business Administration

Associate of Applied Science, Management May 2017

PROFESSIONAL EXPERIENCE

Fidelity Investments Covington, KY

Stock/Mutual Fund Trader Sept. 2017 – April 2020

Integrate IS/IT with other functional areas of the organization by using productivity tools to solve common business problems.

Gained strong analytical skills and technological expertise in developing business systems by effectively applying database design concepts.

Built and managed databases using Crystal Report, Microsoft Access, and Microsoft Excel to analyze customer accounts and orders to assist in decision-making process.

Utilized Microsoft Excel to model and forecast financial results by creating dashboards and reports.

Trained and onboarded 5 new hire classes throughout 2018 and 2019.

TECHNICAL SKILLS

VLOOKUP

Pivot Tables

Tableau

Auditing

Financial Analysis

Financial Statements

PROFESSIONAL LICENSURE

SIE (Securities Industry Essentials)

Series 63 (Uniform Securities Agent State Law Exam)

Series 7 (General Securities Representative Exam)

COMMUNITY INVOLVEMENT

Captain of Northern Kentucky University Men’s Basketball Team June 2013 - May 2017

Madison Bell Johnson Foundation ALS Fundraiser

Master Provisions

Ronald McDonald House Charities

Newport Primary School

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