Samuel Grant Adams
Financial Analyst
Well-motivated, self-driven, and service oriented. Strong analytical, quantitative, critical thinking and problem-solving skills. Proactive; internal drive to meet goals continuously and successfully. Solid grasp of tools for analyzing data. Ability to interface and communicate with all levels of staff and management. Demonstrated attention to detail, sense of urgency, and ability to learn quickly. Able to work within and meet aggressive deadlines in a fast paced, changing, high energy environment. High integrity. Core competencies:
DCF Modeling | Equity Research | Fixed-Income Analysis |
Data Science | Dev Ops | Natural Language Processing |
Texas Government Code | Legislative Procedures | Public Speaking |
Education
Professional Experience
Financial Analyst
5/2022 – present
- Crafted triggers, tables, and queries for smss Database
- Crafted Annual Report for Texas House of Legislature
- Crafted Flask web applications for bond counsel data portal and data visualization
- Curated SMSS SQL Database
- Created NLP software to extract data from web forms
Financial Analyst
4/2022 – 11/2022
- Fixed-income, derivatives, and property analysis
- Automated key process from one year to single executable task
- Produced Texas Municipal Reports for public finance municipal market
Accounting Intern
6/2021 – 4/2022
- Increased efficiency of accounting cycle for payables with coding automation
- Processed invoices, collections, and financial reports
- Provided financial planning and analysis
College Extracurriculars
- CFA Challenge (MSQFE)
- President, University of Texas Financial Literacy Club
- Psi Zeta Chapter of the Chi Phi Fraternity
- Business Professional of America
- President of Toastmasters
Community Experience
Volunteer Team Leader, Financial Budgeting and Forecasting
5/2021 – 8/2021
- Provided financial forecasting and accounting for projects. Prepare and analyze financial reports
- Collaborated with management on presenting financial statements to the City of Dallas
- Monitored and analyzed financial, statistical, and operational data trends
Techinical Skills
General Purpose
Web Development
Data Science
Applications
Professional Designations
- SIE
- Series 63