Josh Egan Resume
Josh Egan Resume

Joshua J. Egan
------------ |------------
EDUCATION
CORNELL UNIVERSITY
B.A. in Economics/Statistical Science | Minors in Business/Applied Economics
• Cumulative GPA: 4.15 | Dean’s List (Fall 2018/Spring 2019)
• Relevant Coursework: Intermediate Micro & Macro?Fin Accounting?Marketing?Biological Statistics II?Statistical
Theory and Application ? Calc I/II ? Linear Algebra ? Multivariable Calc ? Statistics and Probability ? Wall Street Prep: Financial Statement Modeling, DCF Modeling, Trading Comps, Transaction Comps, M&A Modeling, LBO Modeling
RELEVANT EXPERIENCE
LINCOLN INVESTMENT Pittsburgh, PA
Wealth Management Intern May 2019 – August 2019
• Attended wealth management seminars, gained experience with eMoney, Riskalyze, Morningstar, etc.
• Conducted investment research with industry specific tech. under senior advisor with $100 million under management • Created/updated financial plans, prepared presentations, engaged in interactive job training
CORNELL FINANCE CLUB Ithaca, NY Business Analyst – Industrial Sector February 2019 – Present • Won Citi Competition: pitched Quanta Services focusing on tight oil/gas distribution bottleneck, strategic acquisitions
• Pitched at Lazard Competition in NYC Headquarters, met and talked with industry professionals/asset managers
• Honed technical/soft skills: built foundation in financial modeling/valuation, financial statement analysis, accounting • Applied knowledge/continued to learn in dynamic market environment in Investopedia Stock Simulator Competition
GUTENBERG RESEARCH
Financial Modeling Intern Program
Participated in the Second Quarter 2019 earnings season Virtual Intern Modeling Program
• Completed the intern program curriculum which covers the fundamentals of financial modeling
• Built an earnings forecast for Starbucks Corp (NASDAQ:SBUX) using a dynamic earnings model • Listened to the earnings conference call and incorporated key metrics into my earnings forecast
• Analyzed management’s guidance and the consensus analyst estimates
CORNELL INTERNATIONAL BUSINESS ASSOCIATION
Treasurer & CFO
New York, NY
June 2019 – July 2019
Ithaca, NY
February 2019 – Present
• Assisted President/CEO in financing matters, including budget drafting to Student Activities Financing Commission • Was primary holder on organization bank accounts, collected all dues, reconciled receipts with recorded transactions • Completed 6 week intensive program covering networking basics to advanced technical interviews and case studies • Gained international business awareness as club’s footprint has reached numerous countries across the world
CORNELL ECONOMICS SOCIETY Ithaca, NY Article Referee October 2018 – Present • Edited and revised two senior theses per semester related to economics/statistics - strict set of referee guidelines
• Networked with hundreds of undergrad/alumni members with similar passions through networking sessions/socials
PUBLISHED WORK
STARBUCKS CORP (NASDAQ:SBUX) EARNINGS MODEL
Published on: July 17, 2019
The primary drivers of this model are the estimates of comp store sales, net new stores, and the ratio of operating expenses (excluding depreciation) as a percentage of revenue, for each geographic region.
Model available for download at: ------------/sbux-joshua-egan-preview-f3q2019.html
SKILLS/INTERESTS
• Certifications: CFI Microsoft Excel?PADI Scuba Diver?Wall Street Prep?Bloomberg Market Concepts (BMC)
• Languages: English (native)?Spanish (conversational)
• Computer Skills: R?Microsoft Office?CapIQ
• Additional Activities: Cornell Men’s Club Baseball?Rome, Italy Study Abroad Trip?Family Links Volunteer Initiative • Interests: Traveling?Weightlifting?Writing?The Office?Pittsburgh Pirates Baseball?Music