Zachary Werkman
Analyst - Field Examiner I at MidCap Financial- Claim this Profile
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Topline Score
Bio
Credentials
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Bloomberg Market Concepts
BloombergSep, 2022- Nov, 2024
Experience
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MidCap Financial
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United States
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Financial Services
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200 - 300 Employee
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Analyst - Field Examiner I
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Jul 2023 - Present
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Washington Gas
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United States
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Utilities
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300 - 400 Employee
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Corporate Finance and Accounting Intern
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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
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Lambda Chi Alpha Fraternity, Inc.
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United States
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Civic and Social Organizations
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200 - 300 Employee
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External Vice President
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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
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Big Red Bag
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Washington DC-Baltimore Area
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Finance Intern
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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
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Education Equality Initiative
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Prince George's County, Maryland, United States
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Academic Learning and Engagement Coach
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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
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BCC Baseball Inc
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United States
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Primary and Secondary Education
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1 - 100 Employee
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Bethesda Prospects Camp Counselor
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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
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Education
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University of Maryland - Robert H. Smith School of Business
Bachelor of Science - BS, Finance, Operations Management & Business Analytics -
Walt Whitman High School
High School Diploma