Drew Nelson, Cfp® Email & Phone Number

Carmel, California, United States

Carmel, California, United States

Carmel, California, United States

Durham, United Kingdom

I obtained my postgraduate degree in Management (Finance) at Durham University's Business School and continued my passion for golf by competing for the university on scholarship. This was a 1 year program and really enjoyed my first international experience and continuing my education abroad.

Monterey, California

- Directly reporting to the Financial Manager, my responsibilities included preparation of financial statements, journal entries, bank reconciliations, audit preparation and billing for the Community Services organization.- Worked closely with Accounts Payable to organize vaccine inventory, account for all cash in and out of the business, and ensure all credit card transactions were valid, recorded and paid off.- Organized and facilitated bi-monthly meetings with the Director to discuss financials, expenses and future business opportunities- Was responsible for reconciling all 50+ accounts for Community Services to expedite audits. - Conducted financial analysis of the efficiency of immunization clinic, resulting in the institution of price changes of multiple vaccines due to under-charging.

Grand Prairie, Texas

- Tasked with creating an Internal Control, Risk Assessment, and Compliance Program document that defines the company's strategy in those key departments- Exposure to various operations such as financial reporting, self-assessing compliance requirements, and environmental field work

- 3 consecutive Scholar Athlete of the Year awards for the PacWest Conference (2014-2017)- 2-time Academic All-American

Monterey, Ca

- Updated financial reports daily to send out to all branch managers- Conducted market share research to better understand Hayward's position in the lumber industry- Worked closely with the President to find ways to improve efficiency in each of Hayward's branches

Watsonville, Ca

-Worked in the Corporate Office for Financial Reporting and Financial Planning and Analysis-Prepared monthly and quarterly financial reports to send to the SEC-Analyzed budget reports/forecast predictions and helped prepare the subsequent presentations for executives-Used Microsoft Excel every day for financial reports and budget analysis reports

Master Of Science - Ms, Management (Finance)

Bachelor Of Business Administration - Bba, Finance, General

Activities and Societies: Dominican golf team Sigma Beta Delta Honors Society

High School Diploma

Activities and Societies: Golf Team, Green Key, Senior Forum