Zachary Werkman

Analyst - Field Examiner I at MidCap Financial
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Washington DC-Baltimore Area

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • Bloomberg Market Concepts
    Bloomberg
    Sep, 2022
    - Nov, 2024

Experience

    • United States
    • Financial Services
    • 200 - 300 Employee
    • Analyst - Field Examiner I
      • Jul 2023 - Present

    • United States
    • Utilities
    • 300 - 400 Employee
    • Corporate Finance and Accounting Intern
      • Jun 2022 - Aug 2022

      • Participated in daily team meetings with finance and accounting departments to review goals related to financial planning, credit & billing, accounts receivable reconciliations, and SOX compliance • Prepared monthly budget reports and financials for senior staff and department heads using advanced Excel functions • Managed ongoing projects from various departments, providing analysis, updates, and forecasting as needed • Utilized Oracle and Citrix CRM systems to effectively provide data, customer insights, and metrics Show less

    • United States
    • Civic and Social Organizations
    • 200 - 300 Employee
    • External Vice President
      • Dec 2020 - Dec 2021

      • Collaborated with the executive board members to organize fundraising and philanthropic events • Raised $15,000+ for the American Foundation for Suicide Prevention’s Out of the Darkness Walk at the University of Maryland in April 2021 • Communicated with other campus organizations to schedule, promote and co-sponsor philanthropic events • Collaborated with the executive board members to organize fundraising and philanthropic events • Raised $15,000+ for the American Foundation for Suicide Prevention’s Out of the Darkness Walk at the University of Maryland in April 2021 • Communicated with other campus organizations to schedule, promote and co-sponsor philanthropic events

  • Big Red Bag
    • Washington DC-Baltimore Area
    • Finance Intern
      • Jun 2021 - Sep 2021

      • Assisted the organization’s founders to launch a re-brand of the healthcare startup • Worked in a team environment with multiple clients and performed administrative support functions • Updated and maintained an accounting database while analyzing cost data and preparing financial reports • Processed invoices and transactions, and monitored expenses using Excel and QuickBooks • Assisted the organization’s founders to launch a re-brand of the healthcare startup • Worked in a team environment with multiple clients and performed administrative support functions • Updated and maintained an accounting database while analyzing cost data and preparing financial reports • Processed invoices and transactions, and monitored expenses using Excel and QuickBooks

  • Education Equality Initiative
    • Prince George's County, Maryland, United States
    • Academic Learning and Engagement Coach
      • Jul 2021 - Jul 2021

      • Provided individualized support to multiple students in math and language arts as part of the Prince George’s County Public Schools Summer Support Program • Kept students engaged and motivated to succeed in a virtual environment • Tracked each student’s academic progress and reported to site coordinator after each coaching session • Provided individualized support to multiple students in math and language arts as part of the Prince George’s County Public Schools Summer Support Program • Kept students engaged and motivated to succeed in a virtual environment • Tracked each student’s academic progress and reported to site coordinator after each coaching session

    • United States
    • Primary and Secondary Education
    • 1 - 100 Employee
    • Bethesda Prospects Camp Counselor
      • Jun 2017 - Jul 2021

      • Organized exercises, drills, batting practice and assisted players one-on-one with strength work and pitching techniques • Served as a positive role model for camp attendees while teaching lessons in strategy, skills, and sportsmanship • Organized exercises, drills, batting practice and assisted players one-on-one with strength work and pitching techniques • Served as a positive role model for camp attendees while teaching lessons in strategy, skills, and sportsmanship

Education

  • University of Maryland - Robert H. Smith School of Business
    Bachelor of Science - BS, Finance, Operations Management & Business Analytics
    2019 - 2023
  • Walt Whitman High School
    High School Diploma
    2015 - 2019

Community

You need to have a working account to view this content. Click here to join now