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High Honors, with a Bachelor’s in Finance from Penn State University
Conducted market research and developed investment projections to support buy/sell decisions during internship at a financial advisory firm.
Built financial models and performed risk analysis for fund performance reviews, recommending alternatives to enhance portfolio stability.
Authored and presented a Q4 Market Summary, identifying key economic trends and strategic investment opportunities post-election cycle.
Currently researching reinvestment risk in U.S. corporate bonds for an honors thesis, applying statistical methods and monetary policy analysis.
Managed bookkeeping tasks and account reconciliation for a small business, supporting daily financial operations and expense tracking.
Proficient in Excel, including VBA for writing macros to automate financial modeling and reporting processes.
Experience with Tableau and basic SQL from academic projects for data visualization and analysis.
Skilled in PowerPoint and communication, regularly presenting investment strategies and insights to both technical and non-technical audiences.

Category: Accounting

Reference: 545220

1520 Market St.
Camp Hill, PA 17011
Toll Free: 1-888-JFC-JOBS
Ph: (717) 761-8095

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