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Skills

  • Payroll
  • Cross-functional team leadership
  • Business operations
  • Industry analysis experience
  • Risk analysis
  • System equipment
  • Strategic financial planning
  • Client relationship management
  • Financial forecasting
  • First Aid/CPR

Work Experiences

  • Assisted department employees by performing a variety of clerical and administrative duties.
  • Oversaw the additions and retirements of fixed assets.
  • Ensured
  • Identified budget variances and recommended corrective actions to avoid overruns and keep the cash flow positive.
  • Used automation software to revise and streamline inefficient work procedures.
  • Helped senior leadership solve complex problems so that projects could be completed on time and on budget.
  • Established
  • Developed 8 financial models for buy and sell recommendations in the system industry every year.
  • Raised the stakes.
  • Aided in the creation of vendor contracts for third-party vendors.

Summaries

  • Equity Research Analyst is a well-informed Equity Research Analyst who is capable of responding quickly to financial inquiries from internal management and potential clients.
  • Dedicated to learning, growing, and succeeding in Accounting and Finance.
  • Pragmatic
  • Innovative
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Dependable
  • When consistently meeting collections goals, team-oriented with the ability to mentor junior collections associates.
  • Proactive
  • CPA with nearly three years of progressive public accounting experience serving high net worth individuals, C corporations, S corporations, partnerships, estates, and trusts.
  • Versatile Collections Manager who excels at combining various financial skills to tackle difficult tasks and achieve outstanding results.

Accomplishments

  • Developed an advanced financial database covering 10 companies, significantly improving cross-team collaboration and data accuracy within the research division.
  • Collaborated with team of 11 in the development of method.
  • Analyzed corporate governance structures within covered firms, influencing management strategies and driving shareholder value creation.
  • Auditing Procedures: Knowledge of planning techniques, test and sampling methods involved in conducting audits.
  • Prepared and presented investment recommendations during earnings season that consistently beat market expectations; increased client inquiry rate by 56%.
  • Produced equity research reports incorporating sector-specific insights that strengthened the firm’s market position within Accounting and Finance.
  • Resolved product issue through consumer testing.
  • Established a diversified investment strategy that balanced risk and performance across multiple sectors, improving overall portfolio performance by 42%.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Constructed a comprehensive discounted cash flow (DCF) valuation that provided a clear investment thesis on newly covered stocks, which helped secure 10 in new investments.

Affiliations

  • American Medical Informatics Association
  • New York Society of Security Analysts (NYSSA)
  • International Association of Administrative Professionals
  • Institute of Chartered Financial Analysts of India (ICFAI)
  • International Association for Quantitative Finance (IAQF)
  • Institute of Trading and Portfolio Management Alumni
  • Society of Women Engineers
  • Toastmasters
  • Project Management Institute
  • Association for Investment Management and Research (AIMR)

Certifications

  • ServSafe
  • Certified Private Wealth Advisor (CPWA)
  • Chartered Business Valuator (CBV)
  • Advanced Valuation Certification - framework
  • Chartered Financial Analyst (CFA)
  • Certified Equity Professional (CEP) - CEP Institute
  • Certified Financial Planner (CFP) - metric
  • Apple Certified Associate (ACA)
  • First Aid/CPR Certified
  • Certified Public Accountant (CPA) - framework

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