Alex Lane Email & Phone Number

San Diego, California, United States

Redondo Beach, California, United States

• Developed customized study plans and taught AP and collegiate material to students in 1 on 1 sessions tailored to student need

Phoenix, Arizona, United States

• As part of contract surety underwriting team, provided analysis and monitoring of contractors capability and capacity to issue bonds while managing account risk• Conducted financial analysis at project and company level:o Project - For over 100 projects prepared credit memorandum including contract review, project assessment, quarterly review and projections, and recommendationo Company - Produced comprehensive credit memorandums, including financial analysis of historical statements and 5-year projections, industry and collateral due diligence, and internal credit rating review and justification• Prepared material, supported, and presented in over a dozen client meetings with brokers and contractors• Performed account management and monitoring, measuring project and account risk through site visits with client, quarterly financial updates, and internal account audits • Learned end-to-end underwriting process across a range of clients and projects, including industry specific risk factors, credit criteria, best practices, and performance tracking• Created internal search tool compiling all contractors, agents, and agencies into database

Cedar Rapids, Iowa, United States

• Worked directly under CFO to support accounting overhaul and compliance• Reviewed and completed bank reconciliations and general ledger accounts, identifying discrepancies• Utilized accounting software to review and record financial transactions across multiple businesses

Bachelor'S Degree, Finance

Activities and Societies: FACC TreasurerKey Courses: Financial Cases and Modeling, Derivative Financial Securities, Managerial Accounting.

Finance

Activities and Societies: Trustee Scholarship Varsity Baseball Financial Management Association Charter Founder & President