David Jackson CPA, MBA

Experience

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  Culligan Water Conditioning

  Jan 2015 - Aug 2017

  Business Service Assistant

  Throughout High school, I was able to work with the entire company to help business operations run more efficiently and improve the experience for our customers. By the end of my tenure, I understood every aspect of the water industry and was used to fill a different role on a day to day basis.-Developed Customer service skills, involved in the day to day operations of customer service and how one should conduct themselves.-Gained the experience of how to maintain an organized business through tasks such as Budgeting, P&L analysis, and Marketing/Business planning. -Obtained knowledge on how to keep inventory organized when processing the shipping and receiving of a small business. Show less

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  LIFETIME FITNESS

  May 2018 - Aug 2018

  Summer Camp Counselor

  • Oversaw the development and safety training of 7+ kids ages six to ten over the course of an eight-hour work day• Collaborated with a team of 15 to execute the daily schedule provided to us by management

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  Mission Support and Test Services, LLC

  Jun 2018 - Aug 2018

  Associate in Business Intern

  Mission Support and Test Service (MSTS) is an LLC that has been contracted by the United States government to operate the Nevada National Security Site. Throughout my internship, I was able to see how our government allocated funds to help improve infrastructure at the test site, train its military, and conduct experiments/tests to improve the security of our country. It was an honor to have the opportunity to spend my summer helping our soldiers protect our nation.• Constructed detailed reports, using excel and access, to help business managers analyze the efficiency of different divisions within the company• Analyzed historical data to budget 20+ future infrastructure projects at the Nevada National Security Site• Coded program managers task plans into P6 for integration with the updated cost model • Performed cross-referencing and data tracking in excel to assist three Project Controls managers in updating the status of their projects Show less

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  Whirlpool Corporation

  May 2019 - Aug 2019

  FDP Finance Intern

  Whirlpool Corporation is the worlds largest home appliance manufacturer. I had the opportunity to work for the $21B company's Global Product Organization through their Finance Development Internships. While working within GPO I had the chance to see how a world leader balances developing innovative technologies across multiple brands. During the course of my internship I worked on projects, case competitions, and gained first hand experience on how to develop relationships with valued business partners.Reduced the amount of time it took to calculate usage from two hours to ~20 min by building an advanced excel model that allocates Whirlpool’s $356M product development spend by region and product categoryCollaborated with seven unique business partners to develop an efficient and sustainable process for tagging Capital Assets within GPO Finance LabsIdentified over $1.5M in assets that where no longer being used within Whirlpool Corporation's GPO Finance Labs.Managed a team in India who was responsible for building a tableau dashboard for tracking maintenance expenses throughout GPO Labs. Show less

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  Indiana University

  Feb 2020 - Oct 2021

  Investment Banking Academy

  Selected for a rigorous investment banking preparatory program focused on building knowledge of valuation theory, developing financial modeling techniques, and understanding industry trends through lectures and Wall Street Prep training material

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  SMBF Apparel LLC

  Jun 2020 - Aug 2022

  Chief Financial Officer
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  Plante Moran

  Jul 2020 - Aug 2020

  Tax Intern
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  Core BTS

  Apr 2021 - May 2021

  MBA Intern

  Over the course of seven weeks I had the opportunity to work with Core BTS’s M&A strategy team. During my time operating as an analyst I was able to gain experience in utilization, cohort, and synergy analysis to help the team gain a better understanding of the target company’s viability. Additionally, I was apart of the team responsible for putting together investment pitch decks for senior members to present to the investment committee responsible for all M&A decisions.

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  Plante Moran

  Jun 2021 - Mar 2023

  • Business Valuation Consultant

    Aug 2022 - Mar 2023

  • Business Valuation Consultant

    Aug 2021 - Aug 2022

  • Business Valuation Consultant Intern

    Jun 2021 - Aug 2021
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  The Right Way Consulting

  Aug 2022 - now

  Founder

  Provide financial and accounting management services to start-up consulting businesses within the CRM landscape. TRW Consulting focuses on helping its entrepreneurial partners achieve their dream of becoming their own boss by providing them with the guidance and tools to stay financially secure as business operators.

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  Strategic Valuation Group, LLC

  Mar 2023 - Jun 2024

  Business Valuation Associate
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  TRW Logistics Inc

  Jan 2024 - now

  Owner/President

  TRW operates a significant portion of the Northern Colorado Springs area FedEx last mile delivery routes. Striving for safety and efficiency, TRW takes pride in providing timely service to all its customers in the Northern Colorado Springs and surrounding areas.