Tyler Howarth Email & Phone Number

• Forecast monthly and annual trust account investment and business performance and present it to COO, CFO, and other executives
• Develop monthly reports for finance and accounting team
• Reconcile large data sets while extracting data from Excel, Access, and SQL
• Develop risk management tools to help management decide which products are appropriate for specific customers to minimize losses and maximize profitability

San Francisco, California, US

400+ hours of hands-on course material, with 1:1 industry expert mentor oversight, and completion of 2 in-depth capstone projects. Mastered skills in analyzing business problems, data analysis, presenting business insights to different stakeholders, SQL, Python and data visualization.

• Develop comprehensive trading strategies based on probability, statistics, and risk management
• Create financial models in Excel using Pivot Tables, Conditional Formatting, and complex SumIfs/AverageIfs functions
• Manipulate and analyze financial data to make informed investment decisions

Columbus, Ohio, US

- Develop thorough investigations in order to determine coverage and liability for complex claims- Identify and carefully investigate potential material misrepresentation claims

Columbus, Ohio, US

- Thoroughly investigate incoming express claims- Determine coverage, liability, and/or disperse claims to appropriate team as necessary- Coordinate damaged vehicle repairs and arrange rental vehicles for insureds and claimants

Chandler, Arizona, US

- Gathered client info, ran financial plans, and modeled financial portfolios- Created various financial analyses in order for Advisors to provide suggestions for clients - Improved procedures and presentations for Advisors to communicate more effectively with clients

- Analyzed risk, statistics, and anticipated cash flow to determine the estimated ROI of business investment decisions- Helped company achieve over 28% annual growth of Assets Under Management (AUM)- Presented financial analyses and products to clients and management- Managed client portfolios and develop comprehensive investment portfolio analyses

New York, NY, US

- Analyzed and strategized retirement income distribution planning and tax planning - Developed asset allocation strategies based on risk tolerance, age, and individual situation - Enrolled educators in qualified retirement plans (403b, 457, etc.)

- Audited financial information for small businesses - Analyzed and updated corporate financial statements to prepare taxes - Prepared and assembled corporate and individual tax returns

- Developed financial projection and cash flow analyses in order to raise start-up capital- Trained and lead a team of Sales interns

Bachelor’S Degree, Finance, General

Data Analytics