Jack Spiehs

Experienced financial professional and analyst. Possesses expertise in financial planning, forecasting, quantitative analysis, trend identification, model development, and success in analytic thinking.

Research Finance Analyst - Vanderbilt University - Nashville, TN

(2023-12)

• Prepare federal and non-federal financial reports
• Generate invoices and ensure that expenses are appropriate and allowable
• Analyze and calculate indirect cost and fringe cost rates, ensuring they were correctly applied to the specific grant
• Create pivot tables to demonstrate how expenditures reflected on the award align with the budget
• Update transactions with multiple expenditure batches
• Perform detailed review of expenditures and financial transactions to prepare reports close grants and contracts

Financial Professional - Equitable Advisors - Nashville, TN

(2022-07 - 2023-11)

• Developed developing financial models and forecasts for investment options
• Provided financial plans to clients to maximize their goals and lifestyles
• Formulated investment strategies to recommend to unique client populations
• Analyzed financial statements and market trends to provide investment strategies and opportunities to key stakeholders
• Identified areas in need of process improvement and provide strategic recommendations
• Partnered with a team of advisors to develop tools and technology in core financial planning and analysis activities

Disney Hilton Head Resort Intern - Walt Disney Company - Hilton Head, SC

(2020-06 - 2022-05)

• Provided excellent customer service to ensure satisfaction and customer loyalty
• Shadowed the financial analyst as they prepared projections for new projects
• Mentored new employees on the staff
• Collaborated in a fast-paced team environment to coordinate between the back and front of house of the operation
• Demonstrated safety precautions and followed OSHA guidelines when operating large, dangerous equipment
• Effectively communicated with diverse groups of people and created a memorable guest experience

Finance, Minor: Sport and Entertainment Management - University of South Carolina