Jackson Epstein
Littleton,CO
Summary
Dedicated Financial Analyst with a proven track record of enhancing data analysis capabilities and driving strategic decision-making through effective reporting. Graduated cum laude with a Bachelor of Science in Mathematics and Statistics. Currently pursuing a Masters in Financial Analysis and Risk Management
Overview
8
8
years of professional experience
Work History
Financial Analyst
Credit Union of Colorado
10.2021 - Current
- Implemented SQL queries to expand data analysis capabilities, enhancing insights from financial data and supporting informed decision-making.
- Automated multiple Excel reports, streamlining our data analysis process and improving efficiency within the department.
- Utilized Tableau to expand our report portfolio, creating visually engaging and insightful analyses that enhanced our data interpretation and decision-making capabilities.
- Collaborated with other departments to analyze project costs and assess potential profitability, aiding in informed decision-making.
Delivery Driver
Jimmy Johns
03.2017 - 04.2020
- Managed and covered management shifts to ensure seamless operations and team support.
- Maintained excellent delivery accuracy to meet and exceed organizational standards.
- Fostered and maintained positive customer relations to enhance client satisfaction and loyalty.
Education
Master of Science - Financial Analysis
University of Colorado Denver
Aurora, CO12-2026
Bachelor of Science - Mathematics and Statistics
Colorado State University
Fort Collins, CO05-2020
Skills
- Microsoft Excel
- Snowflake SQL
- nCino Loan Analytics
- Tableau
- Jack Henry ProfitStar
- Jack Henry Symitar
Timeline
Financial Analyst
Credit Union of Colorado
10.2021 - Current
Delivery Driver
Jimmy Johns
03.2017 - 04.2020
Master of Science - Financial Analysis
University of Colorado Denver
Bachelor of Science - Mathematics and Statistics
Colorado State University
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