Finance & FP&A Professional

TimElrom

Philadelphia-based finance professional with hands-on co-op experience across FP&A, operations budgeting, and financial analysis. Skilled in building models, automating reporting pipelines, and delivering insights to executive leadership. Pursuing a triple major in Finance, Economics & Business Analytics at Drexel University.

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Co-ops Completed · Triple Major

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$19.5K

Saved via VBA Automation

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$200K

Active Portfolio Managed

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'27

Drexel Graduation

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Dean's List · A.J. Drexel Scholarship

Academic Honors

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01 — Work Experience

Where I've Made an Impact

Best Egg · Barclays Sep '25 – Apr '26 Philadelphia, PA

FP&A Analyst

Built and maintained bottoms-up financial models incorporating revenue drivers, unit economics, and operating expenses to support strategic planning.
Performed monthly variance analysis (actuals vs. forecast/budget) and supported the close process, analyzing accruals and P&L line items.
Developed and automated dashboards and recurring reports using Excel, Power BI, and SQL (Snowflake) to improve forecast accuracy and efficiency.
Conducted scenario, sensitivity, and ad-hoc financial analyses presented to senior finance and product leadership.

SEPTA Sep '24 – Apr '25 Philadelphia, PA

Operations Budget Analyst

Conducted detailed analysis of utility consumption data, delivering insights that supported SEPTA's sustainability and cost-efficiency initiatives.
Prepared monthly & annual Mileage Reports, improving data accuracy for operational planning across the organization.
Performed daily accounting validations & reconciliations to ensure financial accuracy and compliance.

American Heritage Federal Credit Union Sep '23 – Apr '24 Philadelphia, PA

Finance Analyst

Implemented advanced VBA automations generating $19,500 in annual cost savings.
Produced comprehensive treasurer, mortgage, & liquidity reports for C-suite executives and board members, supporting strategic decision-making.

02 — Education

Academic Foundation

Undergraduate

B.S. Business Administration

Finance, Economics & Accounting — Drexel University (Triple Major)

Philadelphia, PA · Graduating September 2027

A.J. Drexel Scholarship Recipient · Dean's List. Drexel's co-op program enabled three full-time industry rotations alongside coursework in financial modeling, corporate finance, and econometrics.

Summer Program

Investment Portfolio Management

Columbia University

New York, NY · July – August 2021

Intensive program covering equity research, portfolio construction, asset allocation, and modern investment theory with practical portfolio simulations.

Self-Directed

Active Investor

Stocks, Options & ETFs

$200,000 Real Portfolio Under Management

Manages a live $200K portfolio across equities, options strategies, and ETFs — applying academic finance to real capital allocation and risk management.

03 — Skills & Tools

What I Work With

Financial Analysis

Financial Modeling Variance Analysis Scenario Analysis Sensitivity Analysis Bottoms-Up Forecasting P&L Analysis Liquidity Reporting

Technical Tools

Excel (Advanced + VBA) Power BI SQL / Snowflake Python Dashboard Automation Bloomberg Terminal

Investing

Equities Options Strategies ETFs Portfolio Management Risk Management Asset Allocation

Other

Accounting Reconciliations Close Process Support Executive Presentations Hebrew (Verbal) Nationally Ranked Athlete

04 — Key Highlights

Notable Contributions

Automation · American Heritage FCU
VBA Automation Suite
Designed and deployed Excel VBA macros to automate recurring financial workflows, eliminating manual data entry and generating documented annual savings of $19,500.

        Excel VBA
        Process Automation
        Cost Reduction
      

Reporting · Best Egg / Barclays
FP&A Dashboard Infrastructure
Built automated Power BI dashboards and Snowflake SQL pipelines consolidating revenue, expense, and unit economics data into real-time executive views, improving close cycle efficiency.

        Power BI
        SQL / Snowflake
        Forecasting
      

Analysis · SEPTA
Utility & Operations Cost Analysis
Analyzed large-scale utility consumption data to surface cost-saving opportunities supporting SEPTA's sustainability strategy, with monthly mileage reports improving operational planning accuracy.

        Data Analysis
        Budget Management
        Sustainability
      

Investing · Personal
$200K Active Investment Portfolio
Independently manages a $200,000 portfolio across equities, options, and ETFs — applying fundamental analysis, macro research, and disciplined risk management principles.

        Equities
        Options
        Portfolio Management
        Risk
      

Resume

Download My Resume

A full overview of my experience, education, and skills — ready to view or share.

↓ Download Resume (PDF)

Why This Website

Standing Out Takes More Than My Three Degrees

get it because I am triple majoring..? not funny ok.. I am going into finance not comedy writing..

In a competitive job market, waiting for educational institutions to catch up isn't a strategy.

      
      What This Site Is
    

This website is three things at once. It's a way for you to get to know me beyond a resume. It's an adaptation to the way recruiters and hiring managers actually evaluate candidates today — through digital presence, personal brand, and evidence of independent initiative. And it's a live platform for ValuFlow — a real financial analysis project I'm building from the ground up that shows exactly what I can do outside the classroom.

Explore ValuFlow ↗

Get In Touch

Let's Talk

Open to full-time roles, co-op opportunities, and conversations about finance, investing, or anything in between.

Email timelrom@gmail.com

Phone (917) 445-0458

LinkedIn linkedin.com/in/timelrom

GitHub github.com/tim3lrom

Location Philadelphia, PA