Corey Loken Email and Phone Number

Rotation 1: Sales Tax - Automated sales tax compliance processes using Power BI and ExcelRotation 2: Business Analytics at Renewal by Andersen - Automating and improving period end processes for finance division

• Constructed financial statements in Excel to track all revenues and expenses for the company• Analyzed the financial position of the company and presented my findings to the full leadership team

• Implemented Microsoft Power BI functionality for finance to create period end financial reports• Employed strong Excel skills to gather almost 12 million lines of data into an appropriate format• Utilized DAX formulas and Power BI processes to build Power BI reports; collaborated with senior financial analysts to ensure the reports were in a useful and intuitive format• Presented my results to company executives and managers at the end of the summer

• Utilized strong research skills to gather data on the investor relations of over 1200 large companies• Produced a comprehensive spreadsheet for use by founding principal

• Coached students one-on-one to clarify difficult accounting and economic concepts• Coordinated with the course professor to develop plans to connect the material to students

• Facilitated tri-weekly help sessions coaching students on economic concepts• Developed complex problems for students to build their problem-solving skills

• Organized and led various activities including golf and tennis tournaments, trivia nights, boat cruises, and cocktail hours• Built relationships with guests to ensure they had a positive experience

• Coached seven players between the ages of 12 and 18