Jack Shaw

Financial Planning Analyst

Jack Shaw is a skilled financial planning analyst currently working at Vortex Companies, where responsibilities include enhancing monthly reporting for equity partners, supporting M&A transactions, structuring acquisition pipelines, and integrating financial processes for acquired businesses. Prior experience includes roles as a data analyst co-op at Putnam Investments, where Jack led regulatory audits and managed data integrity, and as a financial analyst co-op at Charles River Development, where Jack rebuilt financial models and prepared budget packages. Additionally, a corporate finance internship at Bloomin' Brands involved competitor analysis and optimization of financial reporting tools. Jack Shaw holds a Bachelor of Business Administration in Finance and Management Information Systems from Northeastern University.

Location

Houston, United States

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