Jack McKenna
Finance Student
Perth
Summary
I’m a finance student at UWA with a genuine passion for corporate finance and investment banking, I enjoy the challenge of solving complex financial problems and making strategic decisions that drive business success. My hands-on experience managing budgets, cash flow, and investment analysis for my family’s small drilling company has given me practical exposure to real-world finance. I’ve seen firsthand the impact of financial planning and resource allocation in a capital-intensive industry, which has deepened my interest in areas like project valuation and capital management.
I’m currently improving my technical skills by pursuing the Microsoft Certified Expert qualification in Excel and expanding my understanding of financial modeling and analysis. With a clear ambition to break into corporate finance, I wish to combine my academic foundation, practical experience, and technical expertise to contribute meaningfully to dynamic and fast-paced financial environments.
Overview
1
1
year of professional experience
1
1
year of post-secondary education
Work History
Junior Finance Manager
Atrina Drilling Ltd
02.2024 - Current
- Managed the company’s financial records, including tracking daily expenses and ensuring accurate reconciliation of accounts.
- Prepared simple monthly financial summaries to assist in monitoring cash flow and identifying potential shortfalls.
- Assisted in drafting project budgets for drilling operations, factoring in equipment costs, labor, and operational overheads.
- Monitored and categorised project expenses to ensure they stayed within the allocated budget.
- Conducted basic financial forecasting to evaluate the feasibility of small-scale projects and equipment purchases.
- Liaised with external accountants to provide necessary documentation for tax preparation and regulatory compliance.
Retail Assistant
Screwfix
09.2023 - 02.2024
- Assisted customers with inquiries, product selection, and purchases to ensure a positive shopping experience.
- Maintained store organization by restocking shelves, arranging displays, and ensuring a clean sales floor.
- Operated the point-of-sale system to process transactions accurately and efficiently.
- Monitored inventory levels and reported stock shortages to the management team.
- Resolved customer complaints promptly to maintain satisfaction and loyalty.
Education
Bachelor of Commerce - Finance
University of Western Australia
Perth, Australia 02.2024 - Current
Skills
- CFA Level 1 Candidate - AUG 2025 Exam
- Bloomberg Markets Certificate
- Proficient in Excel (pivot tables, advanced formulas) and ERP systems Currently pursuing Microsoft Certified Expert qualification
- Created financial reports and dashboards for senior management
- I've conducted DCF and NPV analyses to assess investment feasibility (Limited)
- Prepared and monitored budgets, ensuring alignment with project goals
- Can preform variance analysis to track financial performance against forecasts
- Can confidently conduct break-even analysis to determine the profitability thresholds
Timeline
Junior Finance Manager
Atrina Drilling Ltd
02.2024 - Current
Bachelor of Commerce - Finance
University of Western Australia
02.2024 - Current
Retail Assistant
Screwfix
09.2023 - 02.2024
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