Permanent Address:
1420 Queen Anne’s Gate
Westlake, Ohio 44145
James D. O’Brien
Cell Phone: (440) 785-0769
Current Address:
30 E. Woodruff Apt. I
Columbus, Ohio 43201
E-mail: Obrien.393@osu.edu
Education and Honors:
The Ohio State University, Fisher College of Business
Columbus, Ohio
Bachelor of Science in Business Administration
June 2013
• Concentrations: Finance and Accounting, Economics Minor | Cumulative GPA: 3.97/4.00
- Recipient of numerous university merit scholarships that finance 50% of college education
• Fisher Futures Investment Banking Program: 1 of 14 selected into a highly competitive, faculty-selected program that
exposes students to investment banking, financial modeling, and business valuation
• Accounting Honors Program: 1 of 24 students in an intensive academic program with an emphasis on the development of
critical thinking skills through debates involving conceptual and current accounting issues
• Runner-Up in Students Consulting for Non-Profit Organizations’ 2011 Case Competition: Worked with team to
determine specific industry investment strategy for a venture capital firm
Work Experience:
Worthington Industries
Worthington, Ohio
Corporate Finance Intern
May 2011-Present
• Prepare quarterly forecasted analysis to present at monthly executive meetings and quarterly board meetings
• Help transition from an old database platform, Hyperion, to a new platform, Tagetik, through validations of historical income
and balance sheet statements for the past 60 months, building financial models, and mapping various calculations of accounts
• Review and analyze financial reports and information prior to public release
Famous Footwear
Rocky River, Ohio
May 2009-May2011
Sales Associate
• Recommended effective display placement that attracted customers
• Gained strong interpersonal communication skills in dealing with co-workers, managers, and customers
• Organized daily transaction statements of $2000-$4000
• Assisted customers with their needs
Leadership Experience:
Business Honors Learning Community
September 2011-Present
Mentor
September 2010-September 2011
Ambassador
September 2009-September 2010
Member
• 1 of 6 selected from freshman class to act as a mentor and coordinate quarterly events for new BHLC members
• 1 of 27 Business Honors’ freshmen selected to enhance collegiate learning and leadership experience
• Built relationships through networking with Ohio State faculty, staff and PricewaterhouseCoopers
• Participated in weekly professionalism-focused seminars, including business ethics case study
FisherCares
November 2011-Present
President
June 2011-November 2011
Treasurer
June 2010-June 2011
Service Chair of Windsor Academy
• Manage a budget of over $5000 with multiple sources of financing (loans, donations, and fundraising), determining where to
allocate free cash flow to optimize various organizational activities
• Generate and present a detailed financial report outlining membership expenses and club funding on a regular basis
• Consult with Executive Board about new ideas for service sites, strategies to resolve ongoing issues, and creating more active
dialogue among members
• Plan and coordinate weekly volunteer opportunities for members
Beta Alpha Psi
June 2011-Present
Vice President of Recruiting
• Increased membership of BAP by 25% through marketing to students in upper level accounting courses
• Plan and implement induction ceremonies by identifying distinguished speakers and preparing the agendas
• Organize pledge exams by coordinating with faculty to identify exam topics
Skills and Interests:
Wall Street Prep: Received certification in financial modeling by creating DCF, LBO and comparable analyses models in Excel
Interests: Reading, Soccer, Skydiving, Traveling, Ohio State Athletics