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Skills

  • Forecasting & Budgeting
  • Data interpretation
  • Cost-benefit analysis
  • Team building
  • Business decision support
  • Insurance billing
  • Advanced proficiency in standard
  • Identifying opportunities
  • Project organization
  • Administrative support

Work Experiences

  • Alerted the team to vulnerabilities.
  • Achieved results over several months.
  • Assisted in increasing portfolio return by 85% over the past year, through timely analysis of market trends.
  • Learned project management and vendor management to help with office needs.
  • Management recognized me for providing outstanding customer service.
  • Assisted in developing financial presentations.
  • Achieved allocation of $10.
  • Assessed the impact of bond ratings on debt costs.
  • Increased customer satisfaction by coming up with new ways to solve problems.
  • Collaborated closely with team members to meet project deadlines, develop solutions, and deliver project requirements.

Summaries

  • Portfolio Manager with 11 years of experience developing recommendations for successful fund management.
  • Researching and developing proactive investment strategies is something I've done before.
  • Accurate and efficient in financial analysis.
  • Analytical thinker skilled in cost-benefit analysis, offering critical insights that have led to forecast corrections in budget allocation by 60%.
  • Active leader with excellent communication and collaboration skills.
  • Motivating leader who has built and managed method teams in the past.
  • Financial Analysis Intern with client relations and risk assessment abilities.
  • Financial Analysis Intern and team leader with 7 years of experience in process settings.
  • Working with stakeholders and corporate teams is a breeze for this strong relationship builder.
  • Controlling risk, managing client relationships, and capitalizing on current trends are all skills she possesses.

Accomplishments

  • Collaborated with sales to streamline internal expense approval processes, resulting in a 44% faster approval cycle time.
  • Presented findings on expense implications related to standard, saving the organization 6% due to improved hedging strategies.
  • Developed custom Excel macros to automate recurring financial tasks, reducing processing time by 11 hours weekly.
  • Provided comprehensive analysis on the impact of category, presenting key findings that influenced the company’s next fiscal year's budgeting decisions.
  • Developed a financial model to assess the impact of procedure, helping protect approximately $4 in company assets.
  • Assisted in the creation of forecast projection models, improving revenue prediction accuracy by 56% for 2018.
  • Created advanced financial metrics tracking systems in Excel, reducing data processing errors by 64%.
  • Led ad-hoc financial analysis on market conditions to support strategic planning, aiding in pivoting investments worth $8 to more profitable sectors.
  • Assisted with the month-end financial close process, reconciling discrepancies between transactions and generating reports with 42% efficiency improvement.
  • Monitored and tracked capital expenditure projects, ensuring timely deliverables and adherence to budget, preventing $5 in potential cost overruns.

Affiliations

  • Alumnus, Wall Street Prep Financial Analyst Certification Program 2021
  • Member, Financial Management Association International process
  • Attendee, Accounting and Financial Women’s Alliance (AFWA) system
  • Volunteer Advisor, Volunteer Income Tax Assistance (VITA) Program 2023
  • Affiliate, Association of Financial Professionals (AFP) category
  • Contributor, University Investment Association 2016
  • Member, Chartered Financial Analyst (CFA) Institute, 2015 – Present
  • Participant, University Stock Pitch Competition 2020
  • Member, Society of Actuaries (SOA) system
  • Attendee, Fixed Income & Credit Risk Analysis Workshop 2020

Certifications

  • Bloomberg Market Concepts (BMC)
  • CompTIA Security+
  • Chartered Financial Consultant (ChFC)
  • Certified Public Accountant (CPA)
  • Certified Business Analysis Professional (CBAP)
  • First Aid/CPR
  • Certificate in Quantitative Finance (CQF)
  • Financial Statement Analysis & Workflows - Adobe Creative Suite
  • Microsoft Office Specialist (MOS)
  • Microsoft Certified Systems Engineer (MCSE)

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