Nathan Zimmerman
Raleigh
Summary
Detail-oriented Finance & Banking graduate with a concentration in Risk Management & Insurance. Skilled in risk analysis, claims data review, and financial reporting. Experienced in compiling underwriting information, supporting policy documentation, and conducting variance analysis to identify cost and revenue trends. Strong collaborator with cross-functional teams to streamline workflows and ensure data accuracy. Proficient in Excel, ERP systems, and financial modeling. Eager to contribute to Brown & Brown’s Risk Solutions team by delivering evidence-based insights and supporting client relationships with high-quality risk management solutions.
Overview
1
1
year of professional experience
Work History
Finance & Risk Management Association Member
Appalachian State University
Boone
01.2024 - 01.2025
- Participated in case studies and simulations focused on risk analysis, financial forecasting, and insurance exposure.
- Developed Excel-based models to analyze claims data, revenue recognition, and cost allocations.
- Strengthened ability to present financial and risk insights and recommendations to academic and professional peers.
Financial Analyst Intern
Prime Plumbing Inc.
Wendell
05.2024 - 08.2024
- Prepared journal entries, reconciliations, and financial reports to support month-end close activities.
- Performed variance analysis on revenue and expenses, providing explanations for discrepancies.
- Ensured accuracy of financial data and maintained organized documentation for audit preparation.
- Collaborated with accounting and operations teams to streamline reporting workflows and data validation processes.
Education
Bachelor of Science - Business Administration, Finance & Banking; Risk Management & Insurance
Appalachian State University
Boone, NC05.2025
Skills
- Risk Analysis
- Claims Data Review
- Underwriting Support
- Policy Documentation
- Financial Reporting
- Financial Analysis
- Journal Entries
- Reconciliations
- Variance Analysis
- Cost Tracking
- ERP Systems
- Financial Modeling
- Microsoft Excel
- PivotTables
- Advanced Formulas
- Microsoft Office Suite
- Word
- PowerPoint
- Outlook
- GAAP Principles
- Audit Preparation
- Cross-Functional Collaboration
- Client Service
- Communication
- Time Management
- Organization
- Problem-Solving
- Critical Thinking
Websites
Timeline
Financial Analyst Intern
Prime Plumbing Inc.
05.2024 - 08.2024
Finance & Risk Management Association Member
Appalachian State University
01.2024 - 01.2025
Bachelor of Science - Business Administration, Finance & Banking; Risk Management & Insurance
Appalachian State University
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