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Aspiring Financial/credit Analyst

Location:
Roseville, MI
Posted:
November 30, 2020

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Resume:

Yaakov Berlin

***** ******** **. *** ****, MI ***37

adh8pd@r.postjobfree.com 248-***-**** www.linkedin.com/in/yaakov-berlin

EDUCATION

Yeshiva University, Sy Syms School of Business NY August 2017 – January 2021

Bachelor of Science in Business Administration, Finance

o Study Abroad: Aish HaTorah - Jerusalem, Israel

CFI FMVA certification

• Learned financial modeling, valuation, and analysis

EXPERIENCE

GLP Investment Services – Farmington Hills, MI May 2017 – August 2019

Wealth Management Intern

• Audited IRA and 403b account documents for further analysis by FINRA

• Created a digital listing system for converting hard documents into a digital, easily-navigated database

• Reorganized client excel spreadsheets of over 10,000 customers to let formulas display more comprehensive data

• Navigated Salesforce for data compiling, and communicated with clients and agents of the firm on account updates

Nilreb LLC. – Oak Park, MI September 2017 – Present Partner

• Voting member in a growing fund focused on investments in private real estate and startups in New York, Michigan, and Florida

• Developed projections based on financial models made on excel, using DCF, and Financial Statement Analysis

• Managed and analyzed data with pivot tables and other excel functions

Mystic Kettle – Commerce, MI April 2016 – August 2017 Sales Associate

• Trained new employees in sales and cooking

• Brought in new customers through product tastings and cooking shows

ACTIVITIES

Yeshiva University Soccer Team New York, NY

Team Member

Yad Ezra Food Delivery West Bloomfield, MI

Volunteer

• Packaged and delivered food to less fortunate families around the Jewish Community

TECHNICAL

• Proficient: Microsoft Office Suite (advanced Excel skills),

• Basic Understanding: Python, MySQL, SAP, Salesforce, Power BI, Tableau

INTERESTS

• Soccer, Surfing/Skateboarding, Fashion, Chess, Trail Hiking/Biking, Travel



Contact this candidate