Excel
Joshua Jackson
Tel Aviv
Summary
Knowledgeable and goal-oriented individual well-versed in due diligence, valuations and statistical analysis. Prepares models, forecasts trends and gives presentations. Detailed in data analysis and reporting for audits, trend determination and financial planning. Intelligent, insightful and pragmatic with resourceful and detail-oriented approach. Versed in greeting high-volume of customers and recommending merchandise based on individual requirements. Skilled at creating displays to promote higher sales and maintaining accurate records of all transactions.
Overview
4
4
years of professional experience
15
15
years of post-secondary education
2
2
Languages
Work History
Analyst Intern
APM&Co
Tel Aviv
09.2021 - 01.2022
- Conducted detailed investment analysis, calculations and reports.
- Evaluated investment potential of companies with thorough assessments of historical data, operational activities and future objectives.
- Developed spreadsheet models for diverse projects and analysis.
- Presented oral and written reports on general economic trends, individual corporations and entire industries.
Marketing Intern
The Good Marketer
London
06.2020 - 08.2020
- Developed ads geared towards target demographics, monitoring results to improve marketing research and team campaign development.
- Contributed to mock-ups, email campaigns and social media content.
- Responded to email and social media messages according to prescribed policies.
- Collaborated with team members to help expand marketing channels.
- Handled social media accounts for company, increasing overall following from 10,000 to over 25,000
Sales Associate
Rosemount Fabrics Limited
Birmingham
07.2017 - 07.2020
- Engaged with customers to effectively build rapport and lasting relationships.
- Implemented up-selling strategies such as recommending accessories and complementary purchases to boost revenue.
- Answered customer questions regarding sizing, accessories and proper care for merchandise.
- Boosted sales by conferring with customers to evaluate purchase requirements and recommend best-fit company offerings.
- Maintained customer satisfaction with quick and professional handling of product returns.
- Maintained records related to sales, returns and inventory availability.
- Was one of the top sale agents for 3 years in a company with sales over $10 Million per year
Intern
OakNorth Bank Plc
London
09.2019 - 10.2019
- A fintech bank specializing in loaning money to firms
- Engaged with customers to effectively build rapport and lasting relationships.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Identified customer financial service needs to prepare proposals and sell services.
- Investigated resources of potential buyers to determine pay expected costs.
Financial Analyst Intern
Bluebox Corporate Finance
London
06.2019 - 08.2019
- Bluebox Corporate Finance - A corporate finance firm specializing in marketing and selling companies
- Presented results of financial analyses to clients verbally and in written form.
- Analyzed financial information related to payroll, capital projects, operating expenses, professional service contracts and office supplies and equipment to examine budget needs.
- Monitored and analyzed financial, statistical and operational data trends.
- Solved financial problems with use of diverse analytical and modeling techniques.
Accountant Intern
Scott Moncrieff
Glasgow
04.2016 - 07.2016
- Stayed on top of applicable federal and state requirements to minimize legal and financial risks.
- Interacted with clients and obtained cost and budget information to draft and manage accounts.
- Analyzed account information and reconciled financial discrepancies to maintain records integrity and compliance.
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
- Employed self-review and analytical review techniques to proactively identify fundamental errors.
Education
Bachelor of Science - Money, Banking and Finance
University of Birmingham
Birmingham 09.2017 - 06.2020
Master of Arts - International Political Economy
University of Birmingham
Birmingham 09.2020 - 06.2020
Scottish Highers -
Hutchesons’ Grammar School
Glasgow 09.2004 - 06.2017
Skills
Statistic analysis
Excel Software Proficiency
Sales expertise
Social media expertise
Copywriting
Strategic financial planning
Software
Interests
Tennis
Volunteering and Community Involvement
Timeline
Analyst Intern
APM&Co
09.2021 - 01.2022
Master of Arts - International Political Economy
University of Birmingham
09.2020 - 06.2020
Marketing Intern
The Good Marketer
06.2020 - 08.2020
Intern
OakNorth Bank Plc
09.2019 - 10.2019
Financial Analyst Intern
Bluebox Corporate Finance
06.2019 - 08.2019
Bachelor of Science - Money, Banking and Finance
University of Birmingham
09.2017 - 06.2020
Sales Associate
Rosemount Fabrics Limited
07.2017 - 07.2020
Accountant Intern
Scott Moncrieff
04.2016 - 07.2016
Scottish Highers -
Hutchesons’ Grammar School
09.2004 - 06.2017