Jonah Abie Duarte
Fort Collins
Summary
Personable and analytical, with strong foundation in financial principles and keen eye for detail. Well-versed in financial modeling and data analysis, and skilled in Excel and financial reporting. Committed to utilizing these skills to drive insightful financial decisions and support business growth.
Overview
4
4
years of professional experience
Work History
Delivery Associate
Puma Logistics (Amazon DSP)
09.2024 - Current
- Mentored and trained new associates on workflow, device use, customer etiquette and compliance.
- Provided reliable, efficient package delivery; recognized for maintaining zero safety incidents.
- Supported route optimization and process improvements to improve on-time rates.
Finance Projections Intern
DAKDAN Worldwide / SportsMedia
05.2024 - 08.2024
- Built revenue and expense forecasts with scenario analysis to support planning.
- Performed DCF analyses to evaluate project ROI and sponsorship opportunities; prepared concise stakeholder summaries.
- Analyzed financial statements to identify cost drivers and variances; improved forecast accuracy.
Operations Support
Community Treatment Center
01.2022 - 06.2022
- Coordinated client scheduling and intake across multiple programs; improved schedule adherence and reduced wait times.
- Supported documentation and cross-team communication to ensure program compliance.
Education
B.S. Business Administration - Corporate Finance, Economics
Colorado State University (CSU)
Fort Collins, CO12-2025
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Adams State University
Alamosa, CO05.2022
Skills
- Budgeting & Forecasting
- Financial Modeling (DCF, EV/EBITDA)
- Financial Statement Analysis
- Variance & Trend Analysis
- Scenario Planning
- Advanced Excel (PivotTables, XLOOKUP, INDEX-MATCH, SUMIFS, IF logic, charts, Scenario Manager)
- PowerPoint & Presentation
- Power BI (familiar)
- SQL (basic)
- Training & Mentoring
- Customer Service
- Process Optimization
- Time Management
- Problem Solving
- Attention to Detail
- Data interpretation
Accomplishments
- Business Valuation: Completed comprehensive valuations of Ferrari (IPO) and XPEL using DCF and EV/EBITDA multiples to estimate equity values and risk drivers.
- Strategic Forecasting & Analysis: Built scenario-based revenue and expense forecasts and performed 3-statement financial analyses to support decision-making during internship projects.
- Operational Leadership: Mentored and trained new delivery associates at Amazon DSP, streamlining onboarding and promoting safety and efficiency across routes.
- Process Improvement & Coordination: Coordinated operations at a community treatment center, improving schedule adherence and reducing client wait times through effective scheduling and documentation.
Timeline
Delivery Associate
Puma Logistics (Amazon DSP)
09.2024 - Current
Finance Projections Intern
DAKDAN Worldwide / SportsMedia
05.2024 - 08.2024
Operations Support
Community Treatment Center
01.2022 - 06.2022
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Adams State University
B.S. Business Administration - Corporate Finance, Economics
Colorado State University (CSU)