Junior Financial Analyst
Midwest Capital Partners · Chicago, IL
Jan, 2025 · Present
• Built monthly forecast models for a $180M portfolio, improving forecast accuracy by 12% across three reporting cycles.
• Automated Excel variance reporting with Power Query, cutting close-prep time by 8 hours per month.
• Analyzed revenue, expense, and liquidity trends for 6 business units; surfaced $420K in annualized savings.
• Prepared executive dashboards and presented key drivers to VP Finance and investment committee stakeholders.
Finance Analyst Intern
Horizon Mutual Bank · Chicago, IL
Jun, 2024 · Dec, 2024
• Built weekly liquidity and deposit reports for 4 product lines, reducing manual reconciliation by 25%.
• Supported quarterly budgeting by consolidating $9.5M of department expense inputs and documenting assumptions.
• Investigated 30+ monthly variance items and prepared concise commentary used in CFO reporting.
• Created PowerPoint materials for senior leadership and standardized 12 recurring analysis templates.
Student Investment Club Analyst
DePaul University Investment Club · Chicago, IL
Sep, 2023 · May, 2024
• Researched 15 public companies and built three-statement valuation models using Excel and CapIQ.
• Presented monthly equity pitches to a 20-member student fund, contributing to two approved positions.
• Maintained bookkeeping records for club events totaling $18K and reconciled expenses with 99% accuracy.