![]() Communication through verbal and written means.Conducting and contributing to meetings.Interpreting business documents, including business plans and financial statements.ROCHESTER BUSINESS ACADEMY, Rochester, NY, September 2006 – June 2010 Key Skills Maintained long-term database on income and expenses from ACE Bank’s 35 real estate property holdingsīUFFALO SCHOOL OF FINANCE, Buffalo, NY, September 2010 – June 2012.Prepared technical reports, integrating graphs and charts to show data.Created reports on stock and bond trends.Junior Financial Analyst, ACE Bank, New York, NY Examine financial documents of businesses seeking funding to determine solvency and potential.Identify process improvements that have, to date, resulted in a 9% decrease in overhead costs.Using spreadsheets to present data, report on the performance of current holdings and recommend courses of action. ![]() Help executive team formulate financial goals, then adjust as necessary each quarter.Perform risk-assessment analyses on potential and current investments.Professional Experienceįinancial Analyst, RRR Finances, New York, NY Good communicator who is able to create digestible reports and give presentations that assist upper-level decision-makers. Can lean on accounting background to process large amounts of financial information and investigate the strength of potential investments. Microsoft Certified Data Analyst Associate, January 2019ġ23 First Street, New York, NY 10001 ProfileĮnergetic, detailed-oriented financial analyst who has over eight years of experience.ACCA Certificate in Data Analytics (CertDA), July 2017.Created a template that decreased data redundancy by at least 12%.Analyzed customer data to improve upsell and cross-selling opportunities by 10%.Used SQL to pull important business intelligence data for executive presentation.Junior Finance Specialist, Enterprise Financial Services, Gainesville, FL Built data visualization reports showing ways to increase monthly client spend while expanding profit margins by at least 5%.Found and eliminated recurring errors and duplications, saving the company 2.7% in annual expenses in North Florida and 1.3% in South Georgia offices.Provide bi-weekly and monthly summary reports for North Florida and south Georgia offices and custom dashboards for executive staff.UNIVERSITY OF FLORIDA, Gainesville, FL, August 2015 – December 2018 Professional Experienceįinancial Analyst I, Enterprise Financial Headquarters, Miami, FL Examine structures and systems with the help of SQL and other software.Research to establish facts and draw conclusions.Used MS Access and Excel to improve portfolios by at least 5.5% per year. Reduced waste and expenses for financial services companies and created dashboards for senior management and executive staff. Certified Financial Modeler, Finance Professionals of America, 2021Ĩ975 McArthur Avenue, Apt 7C, Miami, FL 33000 ProfileĮnthusiastic entry-level financial analyst with two years of experience focused on using data to help businesses increase profits.Estimated costs of the company’s potential retirement-plan options.Modeled the financing of a project with different loan terms.Identified opportunities to reduce waste in supply procurement.Prepared reports on an infrastructure project, including one that demonstrated how choosing a specific vendor could save 30% on material costsīusiness Assistant, Chart Company, San Francisco, CA.Reviewed proposed local tax changes and created a summary for the Lead Financial Analyst.Completed a 12-week shadowing program that involved assisting the organization’s Lead Financial Analyst.Participated in the Small-Business Accounting Simulator Programįinancial Analysis Intern, ABC Infrastructure Corporation, San Jose, CA SAN FRANCISCO UNIVERSITY, San Francisco, CA September 2016 – June 2020 Won the school’s Graduate Student of the Year in Finance Award Key SkillsīALL SCHOOL OF BUSINESS, San Jose, CA, September 2019 – June 2021 Fast learner who is willing and able to pick up more software skills. Already knowledgeable of several software programs. Excellent team player who is also capable of working alone to produce results. A good communicator who can adjust financial terminology to more or less advanced levels based on audience. ![]() Prospective financial analyst with a graduate degree in the field. 111 Avenue Street, San Jose, CA 11111 Profile
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