Nicholas Geist
Financial Planning and Analysis Intern @Boats Group
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WORK HISTORY
Financial Planning and Analysis Intern @Boats Group
Miami, FL, US
Performed revenue attribution analysis on email marketing campaigns by linking marketing metrics with financial data to accurately assess campaign ROI- Developed and maintained dynamic Excel models that automate the integration of new financial inputs—revenue figures, customer counts, and budget variances—to ensure consistency and accuracy across all reporting documents- Contributed to the design, testing, and deployment of an AI-driven financial assistant that parses company financial documents and provides on-demand insights, boosting analytical efficiency and saving team time- Created and managed an AI-powered glossary of financial terms and acronyms, enabling colleagues company-wide to quickly access standardized definitions and enhance cross-functional communication.
EDUCATION
University of Central Florida
Bachelor's degree, Finance, General
ABOUT NICHOLAS GEIST
Analytical and data-driven Business Administration student at the University of Central Florida, concentrating in Finance and Marketing. Hands-on experience performing revenue attribution analysis for email campaigns and developing dynamic Excel models that automate integration of new financial and customer data, ensuring accuracy and consistency across all reporting. Played a key role in designing, testing, and deploying an AI-powered financial assistant that parses company financial documents to deliver on-demand insights, boosting team efficiency. Skilled at translating complex financial metrics into actionable recommendations and marrying quantitative analysis with strategic marketing insights to optimize ROI.
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