Hey, I'm Collin!
I'm an experienced Senior Financial Analyst with extensive expertise in financial modeling, data visualization, process improvement, and delivering insights that drive efficiency and profitability.
TECHNICAL SKILLS
Financial Analysis
Profitability & Price Analysis
Presentating Analysis
Data Visualization (Tableau)
MS Excel - Advanced
SQL
Portfolio Examples
PROFESSIONAL EXPERIENCE
2024-2025
Senior Financial Analyst
FIS
Developed department's financial analytics program, built procedures and mentored Junior Financial Analyst while gathering, cleaning, analyzing, and reporting data to executive leadership
2020-2024
T. Rowe Price/FIS
Retirement Plan Services Supervisor
Exceeded expectations as a supervisor over multiple high performing teams at T. Rowe Price (department was later transferred to FIS).
2018-2020
Retirement Plan Services Representative/Senior
T. Rowe Price
Exceeded expectations as a Financial Representative and Senior Representative for my performance providing financial education to clients.
College Financial Represntative
Northwestern Mutual
Gained valuable experience in financial data analysis and forecasting
EDUCATION & CERTIFICATIONS
Education
2018
Bachelor of Science -
Finance and Management (Dual Major)
Economics Minor
Graduated with honors from the University of Colorado
2016
The Fund For American Studies (TFAS) Graduate
Graduated with Outstanding Student Award from George Mason University's Fund For American Studies
Certificates
Google Data Analytics Course Graduate
Graduated with Outstanding Student Award from George Mason University's Fund For American Studies
Awards
Leader of the Year
Awarded Colorado leader of the year award for my work in founding a branch of a non-profit
T. Rowe Price Edge Leadership Development Training Graduate
Selected for the Edge Leadership Development Program, enhancing my leadership skills, communication, and business partnership capabilities