Open to opportunities

Kyle Wickman

@kylewickman

Message

Finance professional skilled in financial modeling, valuation, and corporate finance.

United States

Message

What I'm looking for

I seek a corporate finance or audit role where I can apply financial modeling and audit skills, grow toward investment banking or senior audit positions, and work in a collaborative, process-driven environment.

I am a finance professional with a Bachelor of Science in Finance from Pennsylvania State University and hands-on experience in financial modeling, valuation, and corporate finance. I have supported client service operations, managed retail and small-business relationships, and worked in financial sales environments where I earned FINRA SIE, Series 6, Series 63, and LH&A insurance licenses.

In internal audit, I conduct multi-site audits across corporate finance and global manufacturing, perform risk assessments, and prepare detailed audit reports while testing compliance with GAAP, GAAS, and SOX. I leverage advanced Excel (including VBA and macros) and data analysis to streamline processes and improve efficiency.

I am pursuing CIA Part One and Internal Audit Practitioner (IAP) credentials, enjoy solving complex financial structures, and bring strong communication and relationship-building skills as I continue growing my career in corporate finance and investment banking-related roles.

Experience

Work history, roles, and key accomplishments

Current

Internal Auditor II

Current

Graham Packaging

Oct 2024 - Present (1 year)

Conducts 10+ annual audits across corporate finance and global manufacturing, implemented risk assessments to prioritize audit focus, and performed GAAP/GAAS/SOX testing while streamlining processes with advanced Excel.

Internal Audit Risk Assessment SOX Compliance GAAP Data Analysis Advanced Excel Inventory Observation Audit Reporting

Licensed Relationship Manager

Northwest Bank

Jul 2023 - Aug 2024 (1 year 1 month)

Managed relationships with 100+ retail and small business clients, led sales of deposit and loan products, and collaborated on process improvements to enhance customer experience and banking efficiency.

Client Relationship Management Sales Customer Service Salesforce CRM Process Improvement Financial Products

Client Service & Support Intern

Charles Schwab

Jul 2022 - Aug 2022 (1 month)

Supported client service operations for investment products, responded to client inquiries, and assisted in delivering tailored solutions while gaining experience with financial service applications.

Client Services Salesforce CRM Financial Services Communication Problem Solving

Education

Degrees, certifications, and relevant coursework

Pennsylvania State University

Bachelor of Science, Finance

Grade: 3.52/4.00

Activities and societies: Relevant coursework: Financial Modeling, Corporate Valuation, Investment Banking Fundamentals; Dean's List (5 semesters)

Completed a Bachelor of Science in Finance with coursework in financial modeling, corporate valuation, and investment banking fundamentals; achieved a 3.52 GPA and made the Dean's List for five semesters.