Financial Analyst Sales

Matthew Jones

*** ******* **** ********* *-**, Poughkeepsie, NY 12603 845-***-**** *************@*****.*** EDUCATION AND HONORS

Binghamton University, State University of New York, School of Management Bachelor of Science in Business Administration, Concentration in Finance May 2019 Cumulative GPA: 3.64/4.00 Dean’s List: Fall 2017, Spring 2018, Fall 2018, Spring 2019 Dutchess Community College, State University of New York Associate degree in Business Administration May 2017 Cumulative GPA: 3.43/4.00 Dean's List: Fall 2015, Spring 2016, Fall 2016 President's List: Spring 2017 Tau Sigma National Honor Society: Selective Honors Program exclusively for transfer students in the top 20% of their transfer class PROFESSIONAL EXPERIENCE

Deloitte New York, New York

Engagement Financial Adviser, Analyst July 2019-March 2021

• Prepare budgets, forecasts, and review baselines to project and track financial metrics such as revenue, costs, and profitability by running various reports via the SWIFT database, SAP HANA, and a Standard Tracking Tool via Microsoft Excel.

• Present analyses, discuss recommendations, and provide financial insight via Skype and Zoom to senior level leadership to increase profitability.

• Monitor engagement lifecycle from beginning to end by creating the internal WBS codes, managing billing (accounts receivable and payable), completing adhoc requests, and closing codes once tax year is complete.

• Increased engagement economics knowledge by completing trainings including CP3, SWIFT database, and Standard Tracking Tool.

• Create pricing models through CP3 to forecast financial metrics such as engagement margin, WIP, and engagement revenue given a specific staffing mix and related billing and cost rates.

• Review statement of work contracts, change orders, and master service contracts to ensure engagements are compliant. R.W Jones Contracting Hopewell Junction, NY

Financial Intern June 2018- January 2019

• Analyzed various invoices to create financial statements (balance sheet, income statement, and statement of cash flows) through Excel and Access.

• Monitored approximately 50 projects by creating BVA files to analyze the variance in revenue, costs, and expenses in comparison to the budget.

Maine-Endwell School District Endwell, NY

Financial Analyst Intern August 2018–December 2018

• Created a budget using charts, tables, and graphs in Excel to analyze financial data worth up to $52.4 million, resulting in revenue and expenditure forecasting, ultimately leading to the development of a new and efficient budgeting system

• Reported to upper level management and key stakeholders with written reports and visual representations of various findings which were then communicated through formal presentations to critique the current budgeting system

• Compiled and logged data from upper level management and employees as directed to acquire precise records Foresters Financial Fishkill, NY

Financial Service Intern June 2018–August 2018

• Built practical knowledge of vast financial concepts through training, shadowing financial advisors, and case studies

• Evaluated total sales revenue of $1,300,000 weekly for advisors during conference meetings, resulting in recommendations on marketing, positioning, and communication strategies

• Demonstrated deep knowledge and thorough understanding of financial services by developing and presenting mock client projects consisting of recommendations and graphical illustrations using knowledge gained through training LEADERSHIP EXPERIENCE

Transfer Student Services, Binghamton University Binghamton, NY Transfer Mentor July 2018

• Aided in the transition of transfer students by directing them through campus, answering any questions or concerns, and providing a helping hand with potential problems that may arise.

• Familiarized students with Binghamton campus by engaging them in various fun and informational activities, easing the transfer process.

WordTango Binghamton, NY

Teacher May 2018

• Created 20-30-minute lesson plans to teach basic and advanced level English sentence structure, speech, grammar, and vocabulary to accommodate students who spoke a foreign language.

• Evaluated levels of engagement by adjusting the intensity level of each lesson to keep students motivated. ADDITIONAL INFORMATION

Technical Skills: Microsoft Office (PowerPoint, Excel, Word, Access, Outlook), Basic Knowledge in SQL, RStudio Tableau Interests: Fantasy Sports (Baseball, Football, Basketball), Playing Baseball, Investing, Podcasts, Amateur Coding/Programming

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