Resume
Education
Old Dominion University, Norfolk, VA May 2019
Bachelor of Science in Business Administration
Major: Finance
Relevant Skills: Microsoft Office, Microsoft Access, Intermediate Microsoft Excel including spreadsheets, VLOOKUP’s, Pivot Tables, Data Solver, General Accepted Accounting Principles (GAAP), Accounts Payable, Accounts Receivable. Monthly end close, budget analysis, Loan Financing, and FP&A.
Academic Projects
Data analysis of ETF’s; Investments; (Jan 2019- May 2019)
• Creation of Stock Index in excel followed by a forecast analysis based on the stocks adjusted close price.
• Ran a regression analysis of an ETF’s ROI and ending stock price to determine whether the investment was profitable or not.
• Used excel functions to identify stocks with high rates of return, Beta of a stock, and Sharpe ratio.
• Conducted a Portfolio Maximization Analysis using data solver of an ETF’s maximum return, risk, and
Sharpe ratio then used a multi transpose function to determine the percent of capital to invest funds into.
Financial Analysis of Companies in Excel; Financial Management & Decision-Making Course; (Jan 2019- May 2019)
• Determining whether to pursue a project by calculating its NPV, MIRR, IRR, Profitability Index as well as payback period in Excel based on local/global economic trends.
• Develop and build financial models by using Historical Data from the given cases assigned in class.
• Responsible for various financial functions such as reporting, budgeting, forecasting and analysis
• Articulate findings through Power Point Presentations to the class as if presenting it to a Senior Manager or CEO.
Related Experience
UHS of Delaware; Richmond VA,
Refund Analyst (June 2019- November 2019)
• Review daily worklist and researches assigned credit/debit balances including checking for pen accounts, bad debt accounts, correctly posted contractual allowances and verifies source of payer.
• Completes necessary forms and assembles information correctly to clear credit balance from A/R.
• Documents all actions in note screen of Patient Accounting system.
• Complete a quota of 60 or more accounts per week.
Alexandria Redevelopment and Housing Authority, Alexandria, Virginia
Intern (June 2016—July 2017)
• Provided research of resident occupancy records and made corrections as directed to improve database management and document compliance.
• Scan resident’s files and uploaded them into the database.
• Relayed revised records to the asset management officer.
References
Thomas Ian Schneider; Assistant Professor of Finance; Strome College of Business
• Office Number: ------------ Email: ------------ John M. Griffith Ph.D., Chair Professor of the Department of Finance; Strome College of Business
• Office Number: ------------ Email: ------------
Kate Hughes; Payment Analysis Manager; UHS of Delaware
• Office Number: ------------ Email: Kate.H------------
Education
Old Dominion University, Norfolk, VA May 2019
Bachelor of Science in Business Administration
Major: Finance
Relevant Skills: Microsoft Office, Microsoft Access, Intermediate Microsoft Excel including spreadsheets, VLOOKUP’s, Pivot Tables, Data Solver, General Accepted Accounting Principles (GAAP), Accounts Payable, Accounts Receivable. Monthly end close, budget analysis, Loan Financing, and FP&A.
Academic Projects
Data analysis of ETF’s; Investments; (Jan 2019- May 2019)
• Creation of Stock Index in excel followed by a forecast analysis based on the stocks adjusted close price.
• Ran a regression analysis of an ETF’s ROI and ending stock price to determine whether the investment was profitable or not.
• Used excel functions to identify stocks with high rates of return, Beta of a stock, and Sharpe ratio.
• Conducted a Portfolio Maximization Analysis using data solver of an ETF’s maximum return, risk, and
Sharpe ratio then used a multi transpose function to determine the percent of capital to invest funds into.
Financial Analysis of Companies in Excel; Financial Management & Decision-Making Course; (Jan 2019- May 2019)
• Determining whether to pursue a project by calculating its NPV, MIRR, IRR, Profitability Index as well as payback period in Excel based on local/global economic trends.
• Develop and build financial models by using Historical Data from the given cases assigned in class.
• Responsible for various financial functions such as reporting, budgeting, forecasting and analysis
• Articulate findings through Power Point Presentations to the class as if presenting it to a Senior Manager or CEO.
Related Experience
UHS of Delaware; Richmond VA,
Refund Analyst (June 2019- November 2019)
• Review daily worklist and researches assigned credit/debit balances including checking for pen accounts, bad debt accounts, correctly posted contractual allowances and verifies source of payer.
• Completes necessary forms and assembles information correctly to clear credit balance from A/R.
• Documents all actions in note screen of Patient Accounting system.
• Complete a quota of 60 or more accounts per week.
Alexandria Redevelopment and Housing Authority, Alexandria, Virginia
Intern (June 2016—July 2017)
• Provided research of resident occupancy records and made corrections as directed to improve database management and document compliance.
• Scan resident’s files and uploaded them into the database.
• Relayed revised records to the asset management officer.
References
Thomas Ian Schneider; Assistant Professor of Finance; Strome College of Business
• Office Number: ------------ Email: ------------ John M. Griffith Ph.D., Chair Professor of the Department of Finance; Strome College of Business
• Office Number: ------------ Email: ------------
Kate Hughes; Payment Analysis Manager; UHS of Delaware
• Office Number: ------------ Email: Kate.H------------