Summary
Overview
Work History
Education
Skills
Timeline
Generic

Luke Manzone

Melrose

Summary

Senior Analyst with three years of experience in financial analysis, Microsoft Excel, and SQL. Proven understanding of building financial reports, analyzing financial data, and building client relationships.

Overview

5
5
years of professional experience

Work History

Analyst, Finance Services

National Grid
Northborough
02.2024 - Current
  • Became a lead source in helping to complete the backlog of no bills through systems like Mainframe and CSS.
  • Helped test and gather key information for the MA Smart project.
  • Helped track missing Smart incentive payments, so every customer was paid.
  • I became efficient in SQL queries for ad hoc reports.

Senior Analyst

Granite Telecommunications
Quincy
10.2022 - Current
  • Promoted within 2 years for superior performance.
  • Developed new responsibilities of financial reporting and analysis for the company's top sales reps.
  • Led multiple high priority projects for the CEO in time sensitive situations.
  • Became a lead resource to help teammates review their financial models and train them on all product offerings.
  • Awarded the Julie Epps Service Award by the company for August 2023 for demonstrating outstanding performance towards the sales team.

Analyst

Granite Telecommunications
Quincy
06.2021 - 09.2022
  • Analyzed customer data in numerous financial models to prepare financial proposals accurately and efficiently.
  • Presented saving analysis, financial models, and budgeting reports to sales teams.
  • Specialized in our company's mobility product and became the lead source and point of contact for training.

Financial Representative

Northwestern Mutual
Rockland
05.2020 - 08.2020
  • Obtained referrals through networking with friends and family.
  • Called potential clients to schedule financial services meetings by using the sales language learned.
  • Prepared and conducted meetings scheduled which involved reviewing a client's financial situation and presenting a plan to them.
  • Recognized as one of the top performers in insurance sales for my office branch.

Education

Bachelor of Science - Finance

Stonehill College
Easton, MA
05-2021

Skills

  • Financial analysis
  • Report preparation
  • Analytical and critical thinking
  • Microsoft Excel
  • Organization
  • Data analysis
  • Client relationship management
  • SQL queries

Timeline

Analyst, Finance Services

National Grid
02.2024 - Current

Senior Analyst

Granite Telecommunications
10.2022 - Current

Analyst

Granite Telecommunications
06.2021 - 09.2022

Financial Representative

Northwestern Mutual
05.2020 - 08.2020

Bachelor of Science - Finance

Stonehill College

Similar Profiles

CREATE PROFILE
Luke Manzone