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Austin Adams 998 Stonefield Cir. Sandy, UT 84094 Cell: (801) 865-2251 Email: [email protected] Education Finance/Accounting B.S. - Southern Utah University Expected graduation: May 2016
• 3.7 SUU GPA Experience: Internship: Intermountain Health Care Central Entities Budgeting
• Excel Knowledge: Developed excel worksheets to accomplish various tasks such as track asset depreciation, mimic budget software and present budget information to departments
• Organization: Prepared detailed notes about budget changes in budget meetings • Software knowledge: Updated and navigated Oracle budgeting software • Participated in the overall annual budgeting cycle
Contractor Relations Representative Assistant – Landmark Home Warranty (May – August 2014) • Organization: Developed in Excel a tracking system to coordinate the administration of
scheduling and following up with contractors • Problem Solving: Worked through problems with dissatisfied contractors finding solutions
for both the organization and the contractor • Effectively cold called contractors and communicated benefits of working with Landmark • Teamwork: Communicated with the other reps in the office and reps for other states • Adaptable: In a short time was able to take on the responsibility of ordering HVAC and
plumbing parts with no prior knowledge in that field Internship: Presidio Wealth Management – May 2013
• Financial and Software Knowledge: Updated performance reports using Morningstar Workstation
• Ran software projections to allocate cash positions for multiple financial strategies • Modeled 401(k) cost comparisons against current client portfolios using personal fund
software • Organization: Prepared analysis of client portfolios in preparation for advisor-client
meetings • Collaboration: Attended and participated in staff meetings to discuss current financial
markets, trading strategies and weekly tactical goals Community Service & Student Involvement Finance Club Board Member and President - Southern Utah University (January 2014 – May 2015)
• Organized social events to promote the club and the advantages of obtaining a finance degree at SUU
• Recruited local business professionals with finance backgrounds to speak to Club students • Planned and organized trips to various businesses and graduate programs for students
Student representative for the Southern Utah University School of Business Finance (May 2014 – May 2015)
• Produced and collected survey data and distributed to hundreds of employers resulting in the revision of the program curriculum. Examples include additional and advanced Excel and other business software classes
• Communicated student ideas and resolutions to the dean and other faculty in the business school and student senate
• Crafted bills and resolutions to be presented to the student senate for various objectives Student Senator for the School of Business (May 2015- Present)
• Represent the voice of the students to the University facility • Member of the student government funding policy review committee • Collaborate with senators of other disciplines of the University to determine the allocation of
funds for student initiatives • Member of SUU Student Fee Review Board