Grant Crimmins
Chicago
Summary
Results-driven finance professional with experience in financial analysis, portfolio management, risk management, and market research. Skilled in analyzing financial data, improving processes, managing client expectations, and by using expertise and experience to support business decisions. Strong background in commercial finance, credit analysis, and internal and external collaboration.
Overview
5
5
years of professional experience
Work History
Senior Finance Associate
Beacon Funding Corporation
Chicago, IL
03.2022 - 03.2025
- Originated and financed over $1.5 million annually worth of new equipment finance agreements and leases for small to medium sized businesses across the country.
- Consulted with over 100 decision makers daily to assess equipment financing needs and recommend tailored funding solutions.
- Worked directly with management to highlight new trends in the market and create and new sales techniques and improve current business procedures.
- Analyzed business financial statements, credit reports, and supporting documentation to assist our underwriters.
- Tasked with mentoring and training new hires by supporting their development and offering hands on coaching.
Store Manager
Z'mariks Noodle Cafe
Iowa City, IA
03.2020 - 12.2021
- Oversaw most daily operations in a face paced restaurant and ensured high quality and efficient service and a great customer experience.
- Trained and mentored staff, both front and back of house, in order to create a high performance environment.
- Managed cash handling, daily deposits, point-of-sale reconciliation, and end-of-day financial reporting.
Financial Advisor Intern
Northwestern Mutual
Minneapolis, MN
01.2020 - 12.2020
- Created my own portfolio of over 75 qualified clients through cold and warm outreach, client referrals, networking events, and social media engagement.
- Utilized CRM software to manage client information, schedule appointments, track sales opportunities, consistently met activity goals. and create comprehensive and all inclusive financial plans.
- Collaborated directly with senior advisors to learn the role and assist in the process of preparing financial plans and investment solutions for current clients
Education
Bachelor of Arts - Economic Policy
University of Iowa
Iowa City, IA12-2021
Skills
- Financial Analysis & Reporting
- Budgeting and Forecasting
- Financial Modeling
- Credit Analysis and Risk Assessment
- Revenue and Expense Analysis
- Prospecting and Networking
- Microsoft Excel
- Microsoft Office Suite
- CRM Software
Timeline
Senior Finance Associate
Beacon Funding Corporation
03.2022 - 03.2025
Store Manager
Z'mariks Noodle Cafe
03.2020 - 12.2021
Financial Advisor Intern
Northwestern Mutual
01.2020 - 12.2020
Bachelor of Arts - Economic Policy
University of Iowa