Clinton Oberlee
Marshall
Summary
Dynamic FP&A analyst with a robust background in driving business growth and ensuring financial stability through expert analytical skills. Proven expertise in data interpretation, financial modeling, and process implementation facilitates informed decision-making and strategic planning. Recognized for a collaborative approach and adaptability, consistently achieving team objectives and aligning with organizational goals. Proficient in leveraging advanced financial software and tools to streamline processes, enhance accuracy, and deliver impactful results.
Overview
5
5
years of professional experience
Work History
Financial Analyst
Joink, LLC
08.2023 - Current
- Spearheaded the implementation of Microsoft Power BI into the organization, creating and managing multiple databases and authoring several reports and dashboards focused on KPI’s and other important metrics
- Managed the cost analysis and reimbursement process of a $13 million federally subsidized construction project
- Assisted in improving the monthly close process, resulting in a 50% faster close
- Played a key role in redesigning and constructing the board deck to provide improved financial and operational results to the company's private equity partner
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
Accounting and Tax Intern
Kemper CPA Group
06.2022 - 04.2023
- Scanned and prepared more than 100 individual tax returns using CCH Axcess Tax software
- Conducted weekly audits on three different locations of a restaurant client
- Assisted in the creation of QuickBooks profiles for more than a dozen client companies as part of a software conversion including entering prior period payroll information and general ledger activity
- Developed a new method for mass sorting digital tax documents that was 25% faster
- Completed several other special projects involving file software cleaning, searching out and documenting specific client data, and more
Cap Team Associate
Walmart
06.2020 - 07.2021
- Measured and recorded inventory levels daily
- Handled shipments of thousands of items and ensured they were received and sorted correctly
- Coordinated with a large team of over twenty people to keep shelves stocked and assist customers
Education
Bachelor of Science - Econometrics And Quantitative Economics
University of Illinois At Urbana-Champaign
Champaign, IL05.2023
Skills
- Microsoft Excel
- Financial and operational reporting
- Financial statement analysis
- Financial modeling
- Financial management
- Statistical analysis
Awards
Obtained the rank of Eagle Scout as a member of the Boy Scouts of America at age 17
Languages
Spanish
Professional Working
Timeline
Financial Analyst
Joink, LLC
08.2023 - Current
Accounting and Tax Intern
Kemper CPA Group
06.2022 - 04.2023
Cap Team Associate
Walmart
06.2020 - 07.2021
Bachelor of Science - Econometrics And Quantitative Economics
University of Illinois At Urbana-Champaign
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