a_s_young resume 2015_asy (pdf)
TRANSCRIPT
ANDREW S. YOUNG [email protected] • www.linkedin.com/in/andrewyoung4/
300 S. Madison Ave. • La Grange, IL 60525 • (708) 308-‐3133 EDUCATION The University of Texas – Austin BBA, Corporate Finance & Investment Banking | Accounting Minor Fall 2014 GPA: 3.0 | Relevant Coursework GPA: 3.4
Universita Commerciale Luigi Bocconi BBA International Program in Milan, Italy Spring 2014 • Ranked no. 8 on Financial Times list of “Best European Business Schools 2014” • Recognized as a top 25 accounting and finance institution by QS World University Rankings
WORK EXPERIENCE Pinnacle Financial Group, LLC – Investment Management Analyst; Chicago, IL Spring 2015 – Present • Prepared client-‐specific Asset Performance Reports and balance sheet updates to identify long-‐term investment trends • Evaluated Social Security timing strategies to recommend optimal declaration dates for clients to meet retirement goals • Calculated cost-‐basis values to consider the implication of the gradual unwinding of large positions in individual stocks Jay J Kowalski, CPA – Associate Financial Consultant; Chicago IL Spring 2015 • Investigated client financial statement information to prepare financial forecasts and prepare pro-‐forma budgets • Assisted with the preparation of individual and corporate tax planning for clients under management Citigroup Inc. – Summer Analyst; Dallas, TX Summer 2013 & Summer 2014 • Analyzed internal reporting controls and created a system to conduct historical trend analysis and projection modeling • Valued product pricing structures and prepared a comps analysis to present service-‐level differences to senor management • Reviewed firm strategies, risks, operating model, and financial statements to write a 26 page summary report Granite Properties of Texas – Runner/Assistant; Austin, TX Summer 2011 • Promoted commercial real estate properties and managed company president’s personal financial statements Schuyler Enterprises, LLC. – President; Austin, TX Fall 2010 – 2014 • Financed my education through founding an online T-‐shirt retailer, saving over $82,000 in tuition expense
LEADERSHIP EXPERIENCE AND ACTIVITIES Texas Cowboys – Prestigious University Group; Selections Committee, New Member Education Panel Spring 2012 – 2014 • Selected to join the oldest men’s honorary leadership and service organization on campus • Created a pitch book to detail a fundraising framework to be presented to University President, Bill Powers Pi Kappa Alpha – Fraternity; Recruitment Chairman, Chapter Secretary, PIKE Leadership Summit Fall 2010 – 2014 • Directed alumni fund solicitation and managed at $58,000 budget to generate long-‐term chapter progression goals Alpha Kappa Psi – Professional Business Association; Social Chairman Spring 2011 – 2014 • Led a team of 25 to secure $5,000 and managed cash flow to ensure adequate financing to pay third-‐party vendors Texas Analyst Association – Student Organization for Finance Majors; Member Spring 2013 – 2014 • Collaborated with academic peers and finance professionals to discuss global financial market trends Global Association of Risk Professionals – Professional Group for Risk Management Professionals; Affiliate Summer 2015 • Participated in discussions related to the response of financial institutions to changing regulatory requirements
ACADEMIC PROJECTS Merger & Acquisition Case Study – Mercury Athletic Footwear Fall 2014 • Conducted a DCF valuation and comparable transaction analysis to recommend an offer price for target companies • Calculated EPS accretion/dilution and considered its long-‐term impact for the acquiring firm Asset Management – StockTrac Investment Management Spring 2013 • Identified key macroeconomic variables and financial portfolio metrics to achieve a Sharpe Ratio of 2.5 Bond Valuation – Fixed Income Valuation Exercise Spring 2013 • Valued bond characteristics to recommend investment strategies in changing interest rate environments
HONORS, AWARDS AND TRAINING CFA Level I Candidate Summer 2015 “Breaking Into Wall Street” financial modeling exercises Spring 2015 Recognized completion of Citigroup’s Financial Analyst Training Modules Summer 2013 Illinois State Scholar Spring 2010
ADDITIONAL INFORMATION Relevant Coursework: Financial Modeling, Statistics & Modeling, Financial Valuation for Large Corporations, Alternative Investment Strategies, Financial Accounting, Organizational Behavior, Corporate Finance, Oral & Written Business Communication, History of Economic Thought, Audit & Internal Control Accounting, Creative Problem Solving, Business Statistics Interests: International travel, volunteer work, Texas athletics, game theory, Chicago Cubs, golf, reading