I am a recent graduate from San Diego State University majoring in Finance. I have had multiple internships over the my last two school years, ranging from being a financial planner to a financial analyst intern and have been a member of a business club where I have worked as a consultant for startups for the development of their business. Currently working as a Consulting Analyst specializing in OneStream, I assist clients with leveraging OneStream's CPM solutions to streamline financial processes, enhance reporting capabilities, and achieve strategic goals. I have the pleasure of collaborating with clients to understand their requirements, configure OneStream solutions, and deliver valuable insights through data analysis and reporting. Through my academic and professional career I have been able to apply myself as both a leader and team member in numerous positions in which I developed skills such as financial analysis and reporting, interpersonal skills through consulting, and analytical problem solving skills. I also have experience working with Excel, PowerPoint, Word, Access, and Backlog. Pursuing my interest in the financial industry with the jobs and experiences I have been a part of, I am seeking to develop my knowledge and skills through new opportunity.
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Consulting AnalystAptelligence Jul 2024 - PresentCarlsbad, California, United States- Assess client needs and provide recommendations on how OneStream can address their challenges and objectives- Support the design and implementation of financial consolidation, planning, and reporting solutions within OneStream- Perform data analysis to ensure accuracy and consistency in financial reporting and planning- Analyze financial data and provide actionable insights to clients for strategic decision-making -
Corporate Finance InternMor Furniture For Less Feb 2023 - May 2024San Diego, California, United States- Conduct audits and organization of invoices using MS Excel and MS Access- Perform analysis and tests to ensure accuracy in financial records throughout the Finance and Accounting department- Work alongside senior data analysts to prepare financial statements and reports as well as better understanding company operations and procedures -
ConsultantTamid Group Sep 2021 - May 2024San Diego, California, United States- Study and advise multiple startup companies in a variety of fields such as consulting, investing, and entrepreneurship through a comprehensive hands-on interaction with clients- Participate and challenge in constructive workshops and competitions with other teams through business analysis, market strategy, and product design- Advise startups with strategic planning decisions and optimal solutions for business development through extensive equity research -
Financial Analyst InternPlena Education May 2023 - Aug 2023Milan, Lombardy, Italy- Worked directly with the CFO to create and manage financial models used in the forecasting of the multiple institutions under Plena- Used pivot tables and various Excel formulas to analyze the weekly net financial position and monthly cash ins of the company and their growth in comparison to the previous year- Worked on the End of Year budget presentation in PowerPoint, using previously compiled budget and income statement reports in Excel to create key assumptions and evaluations for financial decision making- Analyzed the cash management of the firm with special consideration for the P&L, G&A costs, EBITDA, and overall cash flow -
Financial PlannerNorthwestern Mutual Jun 2022 - Jan 2023San Diego, California, United States- Worked individually and jointly with senior advisors to provide expert guidance and innovative solutions for the comprehensive planning needs of individuals, families, and businesses in the areas of retirement planning, financial and investment services, estate planning, business planning, education funding, and employee benefits- Provided financial services in a practice that offers a high degree of independence, such as Life, Accident, Health or Sickness insurances, in an opportunity to help people in a significant and meaningful way- Grew and developed a professional network by building a substantial clientele through personal relationships and referrals providing customized financial strategies and planning- Performed analytical and technical tasks related to building a financial planning practice while employing local and nationwide experts, exclusive financial products, and the support of the NWM Company- Acquired a Professional License from California Department of Insurance in Life, Accident and Health or Sickness
Michael Neyman Education Details
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Accounting And Finance
Frequently Asked Questions about Michael Neyman
What company does Michael Neyman work for?
Michael Neyman works for Aptelligence
What is Michael Neyman's role at the current company?
Michael Neyman's current role is Consulting Analyst at Aptelligence.
What schools did Michael Neyman attend?
Michael Neyman attended San Diego State University.
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Michael Neyman
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michael neyman
Senior Perfusionist At Hattiesburg Clinic P.A. D/B/A Southern Heart CenterHattiesburg, Ms1hattiesburgclinic.com -
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