Jack Dalton

Financial and Data Analyst
London, Ontario, Canada

Professional Overview

Jack Dalton is a versatile Financial and Data Analyst with a proven track record of driving data-driven insights to support strategic decision-making. Leveraging his expertise in financial modeling, data analysis, and investment research, he currently serves as a Financial and Data Analyst at Financial Modeling Prep and an Investment Analyst at Utradea.

Experience Summary

Current Roles

Financial and Data Analyst, Financial Modeling Prep (2023-04-01 to Present)

• Perform in-depth financial analysis and modeling to support the firm's investment strategies and recommendations

• Develop comprehensive reports and presentations to clearly communicate complex financial data and insights to stakeholders

• Collaborate cross-functionally to identify and implement process improvements, driving increased efficiency and data-driven decision-making

Investment Analyst, Utradea (2021-05-01 to Present)

• Conduct thorough market research and analysis to identify investment opportunities that align with the firm's investment thesis

• Develop valuation models and prepare comprehensive investment reports to support investment decisions

• Monitor market trends and economic indicators to proactively identify risks and opportunities for the investment portfolio

Career Progression

Prior to his current roles, Jack held the position of Financial Analyst at a leading multinational corporation, where he played a pivotal role in optimizing financial reporting and forecasting processes. His ability to translate complex financial data into actionable insights has been instrumental in driving organizational performance and supporting strategic decision-making.

Academic Background

Jack holds a Bachelor of Commerce degree in Finance from the University of Western Ontario, where he graduated with distinction. He is currently pursuing a CFA (Chartered Financial Analyst) certification, further enhancing his expertise in investment analysis and portfolio management.

Areas of Expertise

• Financial modeling and analysis

• Data visualization and reporting

• Investment research and portfolio management

• Financial forecasting and budgeting

• Cross-functional collaboration and stakeholder management

Professional Impact

Throughout his career, Jack has demonstrated a strong commitment to delivering high-quality financial and investment insights. His contributions have been recognized through his involvement in several industry-leading projects, including the development of a comprehensive financial model that enabled a major multinational corporation to enhance its strategic planning and decision-making processes.

Conclusion

With a passion for data-driven analysis and a proven track record of success, Jack Dalton is poised to continue making valuable contributions to the financial and investment industries. His versatile skillset, coupled with his dedication to professional development, positions him as a valuable asset in driving organizational growth and achieving strategic objectives.