Junior Financial Analyst
Twin Cities Capital Advisors · Minneapolis, MN
Jul, 2025 · Present
• Own monthly P&L variance analysis for a 4-company advisory portfolio (~$210M combined revenue); cut unexplained opex variance by 28% by rebuilding contribution and allocation bridges in Excel.
• Build rolling 12-month driver-based forecasts with engagement leads; landed forecast accuracy within ±4% for three consecutive quarters on two core clients.
• Produce weekly cash and EBITDA flash packs used in partner stand-ups; shortened pack prep from ~6 hours to ~2.5 hours via standardized templates and Power Query refreshes.
• Support quarterly board-ready KPI scorecards (margin bridges, working-capital turns, headcount vs. plan); partnered on two diligence data rooms with zero material follow-up findings.
• Automate recurring variance commentary prompts and chart packs, saving ~4 analyst hours per close across the junior desk.
Finance Analyst Intern → Associate
NorthStar Retail Group · Minneapolis, MN
Jun, 2023 · Jun, 2025
• Supported monthly close for a 38-store Midwest specialty retail banner; reconciled inventory reserves and COGS accruals, helping move close from T+9 to T+6.
• Built category-level margin and sell-through analysis covering ~12k active SKUs; flagged ~$1.4M of underperforming assortment for merchandising action over two planning cycles.
• Owned weekly flash P&L and store contribution packs for regional directors; templates later adopted by two new store-finance hires.
• Refreshed inventory aging and reserve model each quarter; reduced reserve surprises vs. prior-year audit notes by ~35%.
• Assisted year-end audit with flux analysis and supporting schedules for inventory, deferred revenue, and store-level contribution.
Peer Finance Tutor / Peer Advisor
University of Minnesota Carlson School of Management · Minneapolis, MN
Sep, 2022 · May, 2024
• Tutored 25–40 undergrads per semester in corporate finance, financial modeling, and Excel; average session rating 4.8/5.
• Advised first-year B.S. Finance students on course sequencing and internship prep; supported ~60 advising appointments per academic year.
• Built reusable three-statement and DCF practice decks for the tutoring center used by 8 peer tutors.
• Co-led Bloomberg Market Concepts study groups; 18 of 22 participants completed BMC certification within one term.