James is a results-driven student at Marquette University pursuing a quadruple major in Accounting, Economics, Finance (with a Commercial Banking concentration), and AIM (Applying Ingenuity in Markets). His academic journey is fueled by a passion for combining his analytic mindset with strategic leadership to solve complex business problems and drive meaningful change at Marquette University.Professionally, James has cultivated a deep understanding of financial analysis and strategic decision-making through his experience at Ixonia Bank. In his recent role as Business Analyst, he developed advanced Excel models to visualize key portfolio metrics across all bank verticals, helping senior leadership make data-driven decisions. Before this, he worked as a Credit Analyst, underwriting approximately five new loans weekly and developing financial models for companies with up to $80MM in EBITDA and $110MM in revenue.James has demonstrated his commitment to experiential learning and leadership on campus through several roles. James is the founder and CEO of the Marquette Consulting Club, serving his second term as CEO, taking the club from an idea to a thriving community of over 120 members in one year. He has organized applied case studies and mock case competitions with industry leaders that connect students from diverse disciplines with real-world consulting scenarios. James is also serving his second term as Commercial Banking Club President. In this role, he has innovated the club, organizing experiential learning opportunities, including case competitions, for the first time in club history. He's created inroads with top industry professionals, from bank CEOs and senators, to engage with members and speak at club meetings. Finally, he serves as the president of the Marquette University Inter-Fraternity Council (IFC). He's strengthened the Greek community on campus by organizing impactful events with a ≈$30,000 budget to promote engagement across chapters. James is actively involved in the Delta Chi Fraternity, serving as Social Chair, Scholarship Chair, and Sponsorship Chair. Additionally, he participates in the Investing Club and Financial Management Association to deepen his understanding of financial markets.James is passionate about bridging gaps between academics and the professional world, creating platforms for students to engage in solving real-world problems, and driving innovation at Marquette University.
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Consulting InternVictura ConsultingMilwaukee, Wi, Us -
PresidentInter-Fraternity Council (Ifc) Nov 2024 - PresentMilwaukee, Wisconsin, United States -
Social ChairThe Delta Chi Fraternity, Inc. Aug 2024 - PresentMilwaukee, Wisconsin, United States -
Scholarship ChairThe Delta Chi Fraternity, Inc. Apr 2024 - PresentMilwaukee, Wisconsin, United States -
Brotherhood CommitteeThe Delta Chi Fraternity, Inc. Mar 2024 - PresentMilwaukee, Wisconsin, United States -
Sponsorship ChairThe Delta Chi Fraternity, Inc. Jan 2024 - PresentMilwaukee, Wisconsin, United States -
Social CommitteeThe Delta Chi Fraternity, Inc. Apr 2023 - Sep 2024Milwaukee, Wisconsin, United States -
Founder And CeoMarquette Consulting Club Jan 2024 - PresentMilwaukee, Wisconsin, United States• Cultivate a robust network of experienced consultants from prestigious firms, including Big Four and MBB companies, to speak at bi-weekly club meetings, providing valuable industry insights and networking opportunities for members.• Foster strategic partnerships with C-Suite-level executives from leading consulting firms, facilitating discussions on corporate collaboration, mock case competitions, and internship placements for club members.• Develop and deliver engaging presentations, including mock case studies, skill-building workshops, and networking guides• Orchestrate the recruitment of over 80 active club members and manage a successful LinkedIn and Instagram presence, amassing over 100 followers combined, to expand the club's visibility and engagement within the university community. -
PresidentMarquette Commercial Banking Club Mar 2024 - PresentMilwaukee, Wisconsin, United States• Orchestrate bi-weekly club meetings by sourcing distinguished speakers, including C-suite-level executives and esteemed senators, to provide members with valuable insights into the commercial banking industry and current economic trends.• Implement strategic social media strategies, leveraging platforms like LinkedIn and Instagram to cultivate a combined following of over 200 followers, enhancing the club's visibility and outreach within the university community and beyond.• Established a LinkedIn group encompassing all alumni of the program, facilitating networking opportunities and assisting program members in attaining internship opportunities, contributing to the 100% job placement of program members -
Business AnalystIxonia Bank Aug 2024 - Jan 2025Milwaukee, Wisconsin, United States -
Credit AnalystIxonia Bank Jun 2024 - Aug 2024Milwaukee, Wisconsin, United States• Underwrote an average of 5 new loans weekly, encompassing lines of credit, term loans, and draw notes, with individual deals reaching up to $8 million in size. Loan reports generated in the underwriting process were presented weekly to the bank CEO and senior leadership.• Developed comprehensive financial models in Microsoft Excel to assess Debt Service Coverage Ratio (DSCR) for companies achieving up to $110 million in EBITDA and $300 million in revenue. Modeled other benchmarks such as LTV and Collateral Coverage utilizing horizon ERP system.• Conducted thorough analysis of financial statements for the Milwaukee office, utilizing BakerHill software to compute key performance indicators such as current ratio, quick ratio, and tangible net worth, ensuring accurate financial insights for decision-making. -
Tax InternCla (Cliftonlarsonallen) Jan 2024 - Apr 2024Milwaukee, Wisconsin, United States• Organize and streamline 1041 trust tax returns for the Milwaukee office of CLA, ensuring accuracy and compliance with regulatory requirements.• Utilize new AI technology at CLA to efficiently organize 1040 individual tax returns across multiple midwestern offices, collaborating with a team of approximately 50 organizers to meet tight deadlines.• Leverage software tools, including Adobe Acrobat, Citrix Suite, and Workday, to enhance the efficiency of tax organization processes. Achieved an average of approximately 9.5 returns organized per hour and earned recognition as one of the top-performing interns in the office. -
Financial Accounting TutorMarquette University Aug 2023 - Dec 2023Milwaukee, Wisconsin, United States• Certified by the College Reading and Learning Association (CRLA) as a highly qualified financial accounting tutor.• Lead weekly tutoring sessions for groups of up to 5 students, and bi-weekly groups of approximately 50, fostering a collaborative learning environment and delivering tailored instruction of financial accounting principles.• Improved students' comprehension and performance in coursework through personalized tutoring strategies, resulting in approximately one higher letter grade among tutees. Received perfect semesterly review from small group tutees. -
Parcel PackagerBci Burke Company Jun 2022 - Aug 2023Fond Du Lac, Wisconsin, United States• Demonstrated exceptional attention to detail while packaging over 200 playground equipment products, resulting in only two problem reports over tenure and positioning as the most accurate packager among seasonal associates.• Attained forklift certification and utilized Excel-based system for locating less commonly packaged parts, contributing to daily operations and assisting in training other seasonal associates.• Applied Microsoft Access to track inventory levels, resulting in a 30% reduction in inventory errors and ensuring accurate stock management. Additionally, participated in year-end closeout audit, achieving 100% accuracy in tracking inventory levels of over 20,000 parts within the warehouse. -
Team ManagerMarquette University Sep 2022 - May 2023Milwaukee, Wisconsin, United States• Managed transportation throughout Milwaukee for team utilizing Marquette's van system, certified to drive vehicles for Marquette University• Validated team meet and practice records through Microsoft Excel along with filing paperwork• Led practices through timing athletes and recording time splits additionally given responsibilities such as entering time splits into Excel to aid in the creation of new workouts
James Helm Education Details
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Junior -
High School/Secondary Diplomas And Certificates
Frequently Asked Questions about James Helm
What company does James Helm work for?
James Helm works for Victura Consulting
What is James Helm's role at the current company?
James Helm's current role is Consulting Intern.
What schools did James Helm attend?
James Helm attended Marquette University, Lomira High School.
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