Resume

GEORGE KAPLAN

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SKILLS & OTHER

Techniques:
Financial Analysis & Modeling, Data Analysis & Visualization, Dashboards, Data Integration, Trend Analysis, VBA Macros, Business Valuation, P&L Forecasting, Project Management, Process Improvement, Flowcharts

Tools & Technologies:
Alteryx, SQL Oracle, Office 365, Tableau, PowerBI, Python, Visio, HTML & CSS, Swift

Interests:
Financial Literacy, Hiking, Travel, Professional Development, “Rich Dad, Poor Dad” by Robert Kiyosaki

External Courses

Coursera

Learning

Forage

EDUCATION

San Diego State University | Fowler College of Business; San Diego, CA

Aug 2020 - Dec 2023

Bachelor of Science in Business Administration

Emphasis in Finance and Information Systems

WORK EXPERIENCE

J.P. Morgan Chase & Co. | Summer Analyst; Columbus, OH

Jun 2023 - Aug 2023

Analyzed BRGS event data, identifying a -388.8% YoY decrease in 2023, improving the event planning process, while scheduling weekly meetings with the manager on current internship progress and end-of-summer goals.
Created a dashboard to optimize resolutions and insights, resulting in a 20% decrease in average response time.
Automated cost center purge using Alteryx, processing 85.5M+ transactions while improving data accuracy
Presented to executive findings in analysis of employee recognition survey with 6.5K comments + 170K responses.
Integrated First Republic Bank cost centers via SQL and Excel, aligning IDs for accurate cross-bank comparisons.

Duffy Kruspodin | Tax Accounting Intern; La Jolla, CA

Jan 2023 - Apr 2023

Prepared 50+ individual, corporate, partnership, and fiduciary tax returns, knowing state, and federal tax laws.
Researched tax information on over 100 active clients and communicate findings to managers and senior partners.

Mitchell International | Finance Operations Intern; Virtual

May 2022 - Aug 2022

Streamlined 100+ business partners billing processes to transition documentation to the Enlyte business identity.
Founded structure for $7M monthly in billing operations with 40 new company pages to improve productivity.
Coordinated bi-weekly progress reports on the structure of 400+ documents through Excel conditional formatting.

Best & Companies CPAs | Tax Account Internship; San Diego, CA

Jan 2022 - May 2022

Monitored and documented daily transactions into Time-Entry Software posted balances on Accounts Receivable.
Finalized 250 clients on Lacerte Tax Software to upload calculated totals on File Center for final active client billing.
Calculated owed balance for 140 clients and 5 business entities, including fiduciaries and imputed charges in Excel.

Associated Students | Financial Affairs Board Member; San Diego, CA

Aug 2020 - May 2021

Evaluated a $27M budget with 13 students, generating a plan to limit impact across revenues due to Covid-19.
Distributed up to $3K/request from a budget of $100K, reviewing by needs-based from 30 student organizations.
Reviewed the prior year $26M budget, identifying 10 KPIs and monitoring pandemic effect on revenues streams.

LEADERSHIP

Alpha Kappa Psi, Mu Sigma | Vice President of Finance; San Diego, CA

Dec 2022 - Present

Designed a $34K semester budget, tracking daily transactions and reported dues distribution for 140+ members.
Incorporate functionality monitoring 140+ members across 9 sheets in payments and outstanding balances.
Conduct 20+ meetings to review member outstanding debts, updating status and decreasing national dues by 20%.

TEDxSDSU | Chief Financial Officer; San Diego, CA

Jul 2022 - Present

Increased funds by 18% by designing presentation, highlighting 10-yr history and distributing to 100+ sponsors.
Founded a $8K budget, visualizing progress on 800-tickets sales goal and surpassing initial 30-day period by $1.8K.

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