McKena Fox
Chicago
Summary
Results-oriented finance professional with extensive experience in financial analysis, budgeting, and forecasting. Proven ability to utilize data-driven insights to inform and support strategic financial planning initiatives. Strong track record of leveraging analytical skills and financial acumen to drive organizational performance and optimize resource allocation. Committed to delivering actionable recommendations that align with business objectives and foster sustainable growth.
Overview
6
6
years of professional experience
Work History
Merchandiser
Costco
08.2022 - Current
- Managed over 100 customers per hour.
- Developed and implemented merchandising strategies to enhance product visibility and sales performance.
Equity Research Analyst
Saluki Student Investment Fund
01.2020 - 05.2022
- Analyzed financial statements and market trends to inform investment strategies.
- Developed comprehensive equity reports for diverse sectors, enhancing decision-making processes.
- Managed over 3 million dollars in mid-cap stocks.
Tax Intern
PwC
06.2021 - 08.2021
- Promoted a positive work environment by actively participating in team building activities and contributing to the collaborative culture of the firm.
- Reviewed financial documents for accuracy and completeness.
Tax Intern
Anders CPAs + Advisors
01.2021 - 04.2021
- Worked closely with team members to complete tasks efficiently under tight time constraints during peak periods of high workload demands.
- Assisted in preparation of over 50 tax returns for individual and corporate clients
Education
Bachelor of Science - Finance
Southern Illinois University, Carbondale
Carbondale, ILSkills
- Project management
- Microsoft Office proficiency
- Data entry
- Quantitative reasoning
- Data analysis
- Multitasking Abilities
Timeline
Merchandiser
Costco
08.2022 - Current
Tax Intern
PwC
06.2021 - 08.2021
Tax Intern
Anders CPAs + Advisors
01.2021 - 04.2021
Equity Research Analyst
Saluki Student Investment Fund
01.2020 - 05.2022
Bachelor of Science - Finance
Southern Illinois University, Carbondale