Experience

Pathward

• United States
• Financial Services
• 500 - 600 Employee

• Financial Analyst

  • Sep 2022 - Present

  United States IMPACT: Helped with financial report distribution every month without irregularities, participated in fiscal year budget processes, and forecasted revenue with expense line items accurately monthly.  DEVELOPED and MAINTAINED balance sheet line items reporting, including revenue/expense forecast, and incorporate respective forecast models by working with department heads.  ANALYZED FINANCIAL ACTIVITIES using Excel modeling (VLOOKUP, Pivot Tables, Formulas, etc.), including the monthly… Show more IMPACT: Helped with financial report distribution every month without irregularities, participated in fiscal year budget processes, and forecasted revenue with expense line items accurately monthly.  DEVELOPED and MAINTAINED balance sheet line items reporting, including revenue/expense forecast, and incorporate respective forecast models by working with department heads.  ANALYZED FINANCIAL ACTIVITIES using Excel modeling (VLOOKUP, Pivot Tables, Formulas, etc.), including the monthly close process, balance sheet account valuations and reconciliations, expense budgeting and forecasting, long-range planning, and expense allocations to product lines; Review with department heads to understand variances.  HELPED with recommendations to management on improving profitability, compiled, and reviewed historical business metrics and statistics for proper and accurate budgeting, forecasting, and modeling.  CREATED, COMPILED, AND DISTRIBUTED monthly report package for senior management, highlighted results and variance analysis while performing other Ad hoc projects and duties as needed.  DELIVERED forecast line items categorized into expense and revenue GL accounts accurately Show less



MetaBank

• United States
• Financial Services
• 100 - 200 Employee

• Financial Analyst

  • Mar 2021 - Sep 2022

  Sioux Falls, South Dakota, United States



South Dakota State University

• United States
• Higher Education
• 700 & Above Employee

• SMIF Portfolio Analyst

  • Aug 2018 - May 2019

  Brookings, South Dakota, United States IMPACT: Helped mitigate credit losses by implementing effective risk management strategy, evaluate and assess portfolios for investment opportunities. Used data obtained from Bloomberg terminal and yahoo finance in analyzing and compiling market share/competitor’s data.  CONDUCT INVESTMENT ANALYSIS: Extensively engaged in searching and evaluating securities or industries to predict their future performance and determine suitability for investment. With obtained data and other information… Show more IMPACT: Helped mitigate credit losses by implementing effective risk management strategy, evaluate and assess portfolios for investment opportunities. Used data obtained from Bloomberg terminal and yahoo finance in analyzing and compiling market share/competitor’s data.  CONDUCT INVESTMENT ANALYSIS: Extensively engaged in searching and evaluating securities or industries to predict their future performance and determine suitability for investment. With obtained data and other information about stocks; technical analysis, fundamental analysis, pricing-earnings ratio (P/E), earning per share, book value, searching and evaluating securities or industries to dividend yield and return on equity (ROE) were the focal undertakings of analysis.  TRACT ECONOMIC TRENDS: Observe key economic indicators like Gross Domestic Product, Interest Rates, Demographics trends, Employment data, and many more.  CREATE AND PRESENT INVESTMENT REPORTS: Use comparative analysis, cost drivers, and growth opportunities for both the target company and the industry.  ASSESS QUALITY OF ORGANIZATIONAL LEADERSHIP, STRATEGIC PLANS, AND BUSINESS MODEL: Assess leadership quality by looking at the abilities and skills of leaders; assess strategic plan by looking at mission/vision statement and perform a SWOT analysis. Show less



Adams Thermal Systems

• United States
• Industrial Machinery Manufacturing
• 100 - 200 Employee

• Operations Team Lead

  • Jan 2011 - Nov 2014

  Canton, South Dakota, United States • Led and managed 36 employees, including training and supervision. • Oversaw manufacturing, coordination and delivery of high-quality products. • Effectively enforced company’s policies geared toward continuous improvement. • Review and proof own work for accuracy and completeness. • Earned three consecutive promotions during my 4 years tenure with the company. • Identified problem areas and provided training if needed. • Communicate, present and facilitate department… Show more • Led and managed 36 employees, including training and supervision. • Oversaw manufacturing, coordination and delivery of high-quality products. • Effectively enforced company’s policies geared toward continuous improvement. • Review and proof own work for accuracy and completeness. • Earned three consecutive promotions during my 4 years tenure with the company. • Identified problem areas and provided training if needed. • Communicate, present and facilitate department meetings. Show less