Jeffrey Coburn

Financial Analysis | Data Entry | Microsoft Office Suite | Advanced Excel | Accounts Payable/Receivable 

Data Interpretation | Research | Pattern Identification Trend Analysis | Data Collection | Data Assimilation 

Report Generation | Operating/Budget Preparation 

Select Career Accomplishments:

• Trend & Data Analysis: Discovered and reported financial irregularities by analyzing financial transactions across three separate accounts. 
• Compliance: Identified and processed 401(k) eligibility and withdrawals by federal and state regulations.
• Research & Appropriate Cost Acumen: Accurately sourced, organized, and ordered high-value machine parts enabling international defense firms and government allies to procure the hardware. 
• Process Efficiency: Increased operations consistency and effectiveness by recommending that a “check for duplicates step” be added to a step-by-step “how to” office procedure guide to cross-train various team members on various tasks. 

Master of Business Administration | GPA 3.947 | May 2025 | University of St. Thomas, Houston 

Master of Science in Finance | GPA 4.0 | May 2018 | University of St. Thomas, Houston  

Bachelor of Arts in Liberal Arts| magna cum laude | GPA 3.72 | May 2014 | University of St. Thomas, Houston

Accounts Payable Specialist Certification | August 2021 | Institute of Finance and Management 

Data Bootcamp Certificate | August 2020 | University of Houston, Houston, TX 

Applied Data Analytics, Advanced Excel (Pivot Tables, V-Lookups, and Data Visualization with Tableau

Sage 50 Accounting Certificate | September 2021 | Sage University

Epic (Community Connect Release of Information; Referrals; Front Desk) | September 2021 | Houston Methodist

Investment Foundations® Certificate | CFA Institute | May 2020