Financial Analyst Data

Steven Uhles

*******@*****.*** - 469-***-**** - linkedin.com/in/steven-uhles/ - Highland Village, TX 75077

Entry-Level Financial Analyst

Recent graduate of the University of North Texas with experience in mining large clusters of operational and financial data and converting them into user-friendly datasets, and providing analysis on such datasets. Currently looking for opportunities to help fine-tune my skills in cleaning data, analyzing data with relevant software’s, and continuing to learn programming languages to help extract data.

Education

University of North Texas, Denton, TX (May 2020)

Bachelor of Business Administration (BBA) in Business Analytics GPA: 3.22/ 3.40

Relevant Experience

Promontory Insight - Dallas, TX (May 2020-present)

Financial Analyst Intern - responsible for preparing technical and financial reports by collecting data from multiple databases, and analyzing and summarizing information and trends

●Developed and maintained key performance indicator (KPI) dashboard to track customer video surveillance operational issues from Immix system

●Created and maintained Excel reporting templates used to track recurring monthly revenue (RMR) and attrition analysis

●Assisted with the preparation of board decks and other presentation materials

●Created ad hoc reporting and analysis as requested from management

●Assisted with financial reconciliations and month-end close process

Logica - Omaha, NE (October 2020-December 2020)

Financial Analyst Intern – Three-month internship to create and test planning, budgeting, and forecasting models and templates for a start-up software company.

●Converted spreadsheet financial model to Logica software

●Created financial model templates covering a range of business models, industries, and complexity, including setting up example models, reports, and data visualizations

●Developed training materials and tutorials in video and written format

●Collected and analyzed user feedback and collaborated with the product team to continuously improve the user experience

●Leveraged analytical, problem-solving skills to improve product functionality

●Led quality assurance testing

●Utilized project management skills to complete multiple assignments

Technical Skills

●Certified Excel – advanced skills using VLOOKUP, Pivot Tables, Arrays, Macros

●Intermediate skills with other MS Office applications (Access, Word, PowerPoint, Outlook)

●Tableau Public - SAS Enterprise Miner - SPSS - Beginner Python

●Sedona ERP system

●Experienced with Asana and Slack

Additional Experience

●Pool Monitor - Highland Village Homeowners Association (Summers 2017 – 2020)

Ensured pool conditions were maintained to HOA standards

Enforced safety rules with residents

Maintained COVID-19 restrictions

Honors and Leadership Activities

●National Honor Society – member

●Bible study and presentation volunteer – Faith Lutheran Church

●High school athlete (baseball)

●Sports enthusiast

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