Summary
Overview
Work History
Education
Skills
Awards And Extracurriculars
Accomplishments
Websites
Timeline
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John Jack Donnelly

Chicago

Summary

Dynamic finance professional with proven success at Komatsu Limited, excelling in financial analysis and risk assessment. Recognized as a top finance representative, I effectively manage a $785M portfolio while ensuring compliance and enhancing decision-making through actionable insights. Strong attention to detail and exceptional relationship management skills drive my commitment to excellence.

Overview

6
6
years of professional experience

Work History

Finance Representative

Komatsu Limited
Chicago
07.2023 - Current
  • Manage the Southwest region of Komatsu Financial contracts (Oklahoma and Texas)
  • The current portfolio balance is $785,000,000 in open contracts.
  • Ongoing collaboration with multiple teams to gather relevant financial information and provide support for decision making.
  • Collect on open/past due contracts in designated region.
  • Top finance rep 10 of my first 12 months, with assigned region having the lowest past due ratio.
  • Conduct wholesale audits at multiple dealers on a bi-quarterly basis, ensuring compliance with S.O.X. standards.
  • Identify and assess financial risk in the lending space and propose risk mitigation strategies to upper management.
  • Analyze and interpret financial data and trends in the marketplace to provide actionable solutions to leadership teams.

Sales/Marketing Intern

Maui Jim
Peoria
01.2023 - 07.2023
  • Provided outstanding customer service, feedback, and product information to Maui Jim Corporate Gifts Clients/Accounts.
  • Collaborated with Corporate Gifts Supervisor and Marketing Coordinator on projects as needed.
  • Traveled extensively to manage the operational aspect of all on-site marketing of inventory, while coordinating the station and promotional items at nationwide corporate events.

Congressional Intern

Congressman Darin LaHood’s Office
Washington
01.2021 - 07.2021
  • Assisted Representative LaHood’s congressional team earn his highest margin of victory ever in a Congressional Race.
  • Attended briefings and hearings for the Legislative panel to help develop actionable strategies on policy.
  • Fielded and prioritized constituent phone calls for the Congressman and drafted communications to potential voters.
  • Compiled news from the district and around the country and presented it to the Congressman and his team.

Wealth Management & Institutional Consulting Intern

Morgan Stanley Graystone Consulting
Peoria
08.2019 - 01.2021
  • Company Overview: Institutional Consulting Services
  • Gained valuable industry knowledge through daily business interactions with Graystone staff and clients.
  • Worked on asset allocation models for monthly meetings with various clients.
  • Worked on manager mandates that included searches for ESG & DEI managers to meet company standards.
  • Maintained monthly spreadsheets for clients that showed asset liability schedules.
  • Worked to help create capital market presentations for monthly client board meetings.
  • Institutional Consulting Services

Education

Bachelor of Science - Finance, Business Law

Bradley University
Peoria, IL
01.2022

Skills

  • Financial analysis
  • Portfolio management
  • Risk assessment
  • Account reconciliation
  • Compliance auditing
  • Contract management
  • Customer relationship management
  • Audit coordination
  • Attention to detail
  • Debt collection
  • Year-end closing
  • Bank reconciliation
  • Month-end closing
  • Accounts receivable management
  • Cash flow forecasting
  • Audit reports
  • Microsoft Excel
  • Spreadsheet proficiency

Awards And Extracurriculars

  • Bradley University Presidential Scholarship
  • Cystic Fibrosis Foundation Volunteer
  • Bradley University Dean’s List
  • Illinois Central College Baseball Player
  • St. Jude Club Member
  • Dean’s List at ICC all four semesters
  • All Conference Baseball Player
  • Exemplary Service Hour Award

Accomplishments

  • Bradley University Presidential Scholarship
  • St. Jude Club Member
  • Cystic Fibrosis Foundation Volunteer
  • All Conference Collegiate Baseball Player
  • Exemplary Service Hour Award
  • Cum Laude at Bradley University

Websites

Timeline

Finance Representative

Komatsu Limited
07.2023 - Current

Sales/Marketing Intern

Maui Jim
01.2023 - 07.2023

Congressional Intern

Congressman Darin LaHood’s Office
01.2021 - 07.2021

Wealth Management & Institutional Consulting Intern

Morgan Stanley Graystone Consulting
08.2019 - 01.2021

Bachelor of Science - Finance, Business Law

Bradley University

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John Jack Donnelly