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Shania Mathews

Financial Analyst

PFMAM

Technologies

My Portfolio Highlights

My New Course

Introduction to SQL

My New Workbook

Analyzing unicorn company data

My New Course

Introduction to SQL

Insightful strategist, envisioning new possibilities through data foresight.

My Work

Take a look at my latest work.

course

Understanding Data Visualization

course

Introduction to SQL

DataLab

Analyzing unicorn company data

course

Understanding Data Visualization

My Certifications

These are the industry credentials that I’ve earned.

Other Certificates

LinkedIn Learning Agile Project Leadership

LinkedIn Learning Learning Microsoft Project

LinkedIn Learning Project Management Foundations: Quality

LinkedIn Learning Start a Business Online

DataCamp Course Completion

Take a look at all the courses I’ve completed on DataCamp.

Courses

Introduction to SQL

Understanding Data Visualization

Courses

Introduction to SQL

Understanding Data Visualization

My Work Experience

Where I've interned and worked during my career.

PFM Asset Management LLC | Jul 2022 - Present

Financial Analyst

Created and maintained models, charts and reports. Performed multiple financial analyses, including earnings projections and cash flow analyses to help clients develop the strategy of their portfolio. Lead and assist in responses to requests for proposal (“RFPs”) for investment advisory and bond proceeds management services. Review and edit investment policy statements and memos to make sure client investments were in accordance with state laws. Participated in meetings to discuss financial analysis and investment strategies.

Saving Vietnam's Wildlife | Feb 2022 - Apr 2022

Social Media Intern

Worked remotely to assist the communication team at Saving Vietnam's Wildlife with trend analysis, reporting, and post-management. Created informative and entertaining posts for client's Facebook and Instagram pages. Reached 11,000+ accounts with use of analytics, daily posting, and keeping up with trends while optimizing social media content for maximum engagement. Provided recommendations upon my departure for future opportunities to excel their social media accounts.

Marshalls | Jan 2020 - Aug 2020

Sales Associate

Engaged with customers to effectively build rapport and lasting relationships. Organized racks and shelves to maintain store visual appeal and promote specific merchandise. Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers. Managed returns, exchanges and refunds in accordance with store policy.

My Education

Take a look at my formal education

Bachelor of Science in ManagementSusquehanna University | 2022

About Me

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