Financial Analyst

Gavin Rinehardt is a finance graduate from West Texas A&M University. Raised north of Seattle, he began investing at 16 and pursued an affordable online education while working on a local farm to keep building his portfolio.
He moved on campus for his senior year, where he secured a financial advising internship at Bison Wealth Strategies and joined the Engler College of Business dean's office. He was selected for various leadership roles, such as College of Business Senator for Student Government and President of the Shirley Residence Hall Association, but most importantly, he was asked to be a part of the CFA Research Challenge team, where he developed his financial modeling and teamwork skills. His efforts on the team were recognized with the CFA Research Team Leadership Award.
Gavin looks forward to taking his strong communication and analytical skills to the PNW, where he plans on specializing in the energy industry.
Top Skills
Advanced Excel
Certified through 365 Data Science; models built from scratch.
Communication
Disseminating information clearly across teams and audiences.
Equity research
200 hours of primary research behind a single investment paper.
Power Query
Pulled and transformed transactions to build personal finance dashboard.
Fund & ETF screening
Screened funds for client portfolios exceeding $10 million.
Financial Modeling
Built the financial models for a public homebuilder in the CFA Research Challenge.
Leadership
RHA president for 125 students; SGA senator for the business college.
Word
Long-form documents, memos, and formatted research write-ups.
Industry Research
Used industry research to conduct SWOT analysis on a public homebuilder.
Event coordination
Co-planned and ran events attended by 600+ individuals.
Agentic AI platforms
Codex, Claude Code, Gemini, and Perplexity in research workflows.
HTML & VBA
Basic scripting for workbook automation and simple web pages.
Records & reconciliation
Verified and reconciled inventory for assets over $10K.
Investment writing
Authored thesis sections of the team’s competition paper.
PowerPoint
Decks for competition pitches and a 65-honoree symposium.
Experience

Dean's Office Assistant, Engler College of Business
Coordinated events for 600+ attendees, wrote the script and presentation for a year-end symposium, and reconciled inventory records for over $10,000 in assets.
JUN
MAY
2025–2026

Financial Advising Intern, Bison Wealth Strategies
Screened investment funds for over $10 million in client portfolios, digitized records, and improved the presentation of client-facing office spaces.
JUN
AUG
2025–2025

Farm Hand, Darington Farms
Maintained 80 acres and cared for 10 livestock species, independently overseeing operations in management's absence.
JUN
MAY
2021–2025
Education

Engler College of Business
Bachelor's of Business Administration—Finance
Achieved a 3.9 GPA while serving as a Senator in Student Government, President of the Shirley Residence Hall Association, and Secretary of the Accounting and Finance Association.
AUG
MAY
2023–2026

365 Data Science
Certificate—Advanced Microsoft Excel
The certificate covered complex functions such as VLOOKUP and XLOOKUP, professional formatting, pivot tables, and the development of scalable financial models.
SEP
