Junior Financial Analyst
Midwest Capital Partners · Chicago, IL
Jun, 2023 · Present
• Built monthly revenue, expense, and cash-flow forecasts for a $180M portfolio, improving forecast accuracy 12%.
• Automated Excel reporting with Power Query and pivot models, cutting close-analysis time by 8 hours per month.
• Prepared variance analysis and executive dashboards used in quarterly investment committee reviews.
• Partnered with portfolio managers to evaluate 14 acquisitions and sensitivity-test returns across three scenarios.
Finance Intern
Lakeshore Bank · Chicago, IL
Jun, 2021 · May, 2023
• Reconciled 250+ monthly account records and investigated exceptions, reducing unresolved items 18%.
• Built weekly liquidity and deposit trend reports for a 12-person commercial banking team.
• Supported annual planning with customer profitability analysis and Excel-based scenario models.
• Presented findings that helped identify $420K in cross-sell opportunities across small-business accounts.
Investment Club Analyst & Peer Tutor
University of Illinois Chicago · Chicago, IL
Sep, 2020 · May, 2021
• Researched 20 public companies and presented equity theses to a 35-member student investment club.
• Tutored 15 undergraduate students in accounting and corporate finance, raising average exam scores 16%.
• Maintained valuation comps and tracked earnings updates using Bloomberg-style market data tools.
• Coordinated two alumni panels and grew club attendance 30% through targeted outreach.