Jerry Oetzel Email & Phone Number
Financial Modeling AI Trainer @ Pareto.AI
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Jerry Oetzel Location
- Missoula, MT, US
Jerry Oetzel Work
- 2025 -now Financial Modeling AI Trainer @
- 2024 -2025 Lead FP and A Analyst @ Ministry Brands
- 2023 -2024 Senior FP and A Analyst @
- 2021 -2022 Global FP and A IV @
- 2018 -2021 Financial Analyst II @
- 2017 -2018 Account Manager @
- 2016 -2016 Financial Analyst @
- 2015 -2015 Financial Analyst @
- 2014 -2014 International Tax Analyst @
Jerry Oetzel Education
- University of Montana
Master of Business Administration (Master of Business Administration)
2024-2026 - Drexel University
Bachelor of Science in Business Administration (Drexel Finance and Investment Club. Lebow Business Learning Community. Writer for the weekly view. Programming Chair - Alpha Pi Lambda. Intramural Soccer.)
2012-2017 - Strath Haven High School 2008-2012
- Drexel University
BSBA (Accounting and Finance)
Jerry Oetzel Skills
- Risk Analytics
- Financial Analysis and Reports
- Ratios
- PowerPoint
- HTTPS
- Data Analysis
- Assessment
- Financial Research
- Tax
- Hyperion
- Salesforce
- Trial Balance
- Financial Statements
- Lines of Credit
- Equity Research
- Income
- OneSource
- Dec Alpha
- Chartered Financial Analyst
- Reviews
- Working Capital Management
- Academic
- Honors and Awards
- Internal Audit
- Introducing
- Returns
- Science
- Industry Research
- Market
- Poise
- Oversight
- Financial Analysis
- Wealth
- Forecasting
- Account
- Analytics
- Face to Face
- QuickBooks
- Eager
- Steel Detailing
- Aptitude
- Management
- Merchant Services
- Finance
- Presentations
- Conciseness
- Depreciation
- Tax Returns
- Execution
- Strategic Agility
- Allocations
- Controllers
- Cd
- Private Companies
- FactSet
- External Clients
- International Tax
- Estimating
- Morningstar
- Cash
- Debt
- Problem Solving
- Solution
- Sum
- Business Administration
- Checking
- Account Reconciliation
- Administrative Work
- Reports
- Morningstar Direct
- Business Acumen
- System
- Business Expansion
- Recover
- Analytical Support
- International
- Accounting
- Risk
- Interact
- Sales
- Credentials
- Brokerage
- Communication
- Capital IQ
- Loans
- Import
- Net
- Payroll
- Timelines
- Driving
- Reconciliations
- Financial Reporting
- Client Relations
- Lifestyle
- Business Valuation
- Asset
- Analysis
- Workflow
- Amortization
- Transportation
- Initiation
- Overseeing
- Trust
- G/L Reconciliations
- Portfolio Management
- Producing
- Consolidation
- Variance Analysis
- Oracle
- Valuation
- Adobe Contribute
- Compliance
- Investments
- Subsidiaries
- Blackdiamond
- SAP XI
- Research
- Sheets
- Equities
- SharePoint
- Litigation
- Payments
- Interpreting
- Debt Consolidation
- Credit Cards
- Scholarships
- Schedules
- Flows
- Salesforce.com
- Philadelphia
- Sustainability
- Cash Flow
- Manipulating
- Mathematics
- Selecting
- Microsoft Excel
- Majors
- Refinance
- Balance Sheet
- Devising
- Work Ethic
- Pipelines
- Meticulous
- GAAP
- Cost
- Due Diligence
Jerry Oetzel Summary
- Jerry Oetzel, based in Missoula, MT, US, is currently a Financial Modeling AI Trainer at Pareto.AI. Jerry Oetzel brings experience from previous roles at Ministry Brands, Cisive, FieldCore and Sagent Lending Technologies. Jerry Oetzel holds a 2024 - 2026 Master of Business Administration in Master of Business Administration @ University of Montana. With a robust skill set that includes Risk Analytics, Financial Analysis and Reports, Ratios, PowerPoint, HTTPS and more. Jerry Oetzel has 1 emails on RocketReach.
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