STATUS OPEN TO ROLESFOCUS ANNUITY OPS · FINTECH · AIBASE ABERDEEN, NJUTC --:--:--
Colin Haluska/Finance Terminal · V26
FINANCEfundamentals,PRACTICALLYapplied.
Business Administration and Finance major at Muhlenberg College with experience in annuity operations, financial analysis, and practical use of AI and modern tools to improve accuracy and speed —
open to roles across finance and financial services.
Business Administration and Finance major at Muhlenberg College (Class of 2027). Recent Annuity Operations Intern at SFG Annuity Advisors (June–August 2026), with experience building Azure document intelligence workflows, annuity ops tooling, and applied fintech projects including Colin Haluska Investments.
Utilized AI and prompt engineering to design an automated pre-review platform for annuity application packets, enabling operations teams to systematically identify missing documentation, incomplete fields, and required forms prior to submission
Developed an Azure Document Intelligence workflow to classify annuity application pages, flag Not In Good Order (NIGO) conditions, and generate structured validation reports to support review and human verification
Implemented strict data validation rules across 10+ core document categories, including Financial Needs Analyses and Asset Transfer Forms, strengthening operational risk controls
Consolidated 22-carrier reference, licensing protocols, and carrier wire-transfer instructions into a searchable internal reference registry to support accurate transfer and funding workflows
Partnered directly with advisors, carrier networks, and coworkers within a high-compliance financial services environment, ensuring seamless client onboarding and operational workflows
Analyzed monthly revenue, operating expenses, margins, and 10+ financial and operational KPIs; identified performance trends and budget variances for management decision-making
Built Excel budgeting, forecasting, and profitability models using historical data to develop forward-looking revenue and expense projections
Prepared recurring financial reports and market and competitor analysis across 15+ companies; automated recurring reporting workflows using Python and Excel
Commissioner @ Muhlenberg College Intramural Basketball
FEB '26 – PRESENT
Allentown, PA
Current Role
Selected Impact:
Direct full-season operations for a 160+ participant league across 60+ games; manage registration, scheduling, playoff structure, and live-event execution
Secured four-figure referee funding by identifying a budget gap, building a cost proposal from historical pay rates, and presenting formal justification to administration
Founder & Head Trainer @ Haluska Hoops
JUN '26 – PRESENT
Matawan, NJ
Current Role
Selected Impact:
Founded and operated a basketball training business generating $8,000+ in revenue across an 18+ client base; generated 175,000+ organic views through social media marketing campaigns
Built pricing, scheduling, and session-management workflows utilizing AI to enhance efficiency and accuracy
Alpha Tau Omega — Head of Philanthropy (Spring 2026 – Present)
Muhlenberg College Men's Basketball Program — Varsity Athlete (2023 – 2025)
Investment Society — Member Analyst (October 2023 – Present); conduct fundamental equity research and financial statement analysis for a student-managed $1.5M fund
SERVICES
Modern Websites for Financial Professionals
I design and develop professional websites for financial advisors and service-based businesses, combining technical development with experience in finance, marketing, and advisor support.
FP&A REPORTING AUTOMATION - INDEPENDENT PROJECT - SYNTHETIC DATA
Automated month-end close reporting workflow for a fictional consumer-goods company. Turns 12 months of Actual/Budget/Forecast data into variance analysis, an executive KPI dashboard, and a close checklist with a controls log.
Synthetic data only. Static frontend powered by data exported from the Python/SQLite pipeline.
12Months of data
3Excel deliverables
12Controls logged
$0Bridge difference
60Automated tests
Variance AnalysisMateriality FlagsOperating Income BridgeKPI DashboardMonth-End CloseControls Log
Built a full-stack paper-trading platform with buy/sell orders, portfolio holdings, real-time P&L, a transaction ledger, market-data APIs, and cash-validation logic that mirrors core brokerage workflows.
Internal pre-review platform built for SFG Annuity Advisors that uses Azure Document Intelligence to classify annuity application pages, flag Not In Good Order (NIGO) conditions, and validate required forms across 10+ document categories before submission.
Full-stack web appAzure Blob StorageAzure AI Document IntelligenceOCR pipelineRule-based validationNIGO detection
Personal Portfolio Website
Web
Built a responsive, professional portfolio website using HTML, CSS, and JavaScript. Features include smooth navigation, tabbed content sections, and a modern corporate design aesthetic.
