Financial Advisor Intern @ (June 2020 - August 2020)
Madison Cory Education
University of Arizona
Bachelor of Science - BS (Finance)
2017-2021
Madison Cory Skills
401(k) Retirement Savings Plans
401(k) Rollovers
ADP Workforce
Account Management
Advicework
Analytical Skills
Annual Budgeting
Annual Planning
Asset Protection
Billhighway Accounting Software
Budget Analysis
Budget Forecasting
Budget Management
Budget Monitoring
Budget Tracking
Budgeting
Budgeting & Forecasting
Carta
Client Relations
Communication
Confidentiality
Corporate Finance
Customer Service
Data Analysis
Debt Management
Department Budget Management
Department Budgeting
Employee Benefit Plan Design
Event Planning
Executive Support
Expense Management
Expense Reports
Financial Advisory
Financial Analysis
Financial Data
Financial Forecasting
Financial Modeling
Financial Performance
Financial Planning
Financial Planning Software
Financial Reporting
Financial Services
Financial Statements
Financial Variance Analysis
Financial plans
G&A
General Administration & Ex
Headcount Management
Headcount Reporting
HubSpot
Individual Retirement Accounts (IRA)
Insurance
Interpersonal Skills
Leadership
Life Insurance
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Money Guide Pro
NetSuite
Ntask
Oracle
Oracle Cloud
Oracle Enterprise Resource Planning (ERP) Cloud
P&L Management
P&L review
Pivot Tables
Planning Budgeting & Forecasting
Portfolio Management
Problem Solving
Product Management
Qualified Retirement Plans
Retirement Income Strategies
Retirement Planning
Retirement Savings
Sales
Smartview
Tableau
Team Management
Teamwork
Time Management
Travel Management
Variance Analysis
Variance Reports
Vendor Management
Wealth Accumulation
Wealth Management Services
Workday Financial Management
monday.com
Madison Cory Summary
Madison Cory, based in Scottsdale, AZ, US, is currently a Finance and Partnerships Manager at Oculens. Madison Cory brings experience from previous roles at Visionary Financial LLC, Republic Services, Cohere Health and P.F. Chang's. Madison Cory holds a 2017 - 2021 Bachelor of Science - BS in Finance @ University of Arizona. With a robust skill set that includes 401(k) Retirement Savings Plans, 401(k) Rollovers, ADP Workforce, Account Management, Advicework and more. Madison Cory has 3 emails on RocketReach.
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