Anthony Ruiz

Anthony Ruiz

Skill Summary

• Accounting: auditing, reconciliation, variance reporting• Forecasting cash flows and applying project metrics (NPV, IRR, EVA, etc.) • Data mining and researching to provide appropriate problem/solution support• Communicate complex data effectively across a broad range of personalities• Experienced at team building and working cross-platform to successful ends

Project Management & Leadership

• Organized weekly training sessions for 13 analysts covering proper research techniques, financial modeling application, and professional investment reporting with emphasis on sector and industry and economic analysis. (Student Managed Portfolio)• Analyzed the existing process management to find and eliminate duplicated and wasteful procedures and enact processes to reduce costs ~3% via reduced labor, procurement resolution, and inventory staging. (Toledo Tool & Die)• Formed cooperative cross department responsibilities that improved inventory control, warehouse functionality, and delivery logistics. Impact seen in increased customer satisfaction, reduction in shrinkage and damaged stock, and elimination of redundant warehouse processes.

PC Skills

Expert (>10 years): Excel, PowerPoint, Word, ERP (general), CRM (general)

Intermediate (3-5 years): Access, MS Project

Novice (<3>


Experienced business professional with a robust background in finance, economics, and GAAP accounting seeking to advise on material findings relating to accounting and financial material through comprehensive project investigation and financial analysis.

Continuing Education

CFA level one, CPA curriculum (5 courses remaining), Advanced MS Word, Advanced PowerPoint, Advanced Formulas & Functions (Excel), Financial Analysis (Excel), Intermediate MS Access, Intermediate MS Project, Modeling in Finance Using Excel & VBA, Pivot Tables In-Depth (Excel), Probability for Risk Management

Work History

Work History
2009 - Present

Financial Analyst

RMR Trust

• Disseminate financial statements to provide guidance/target prices of securities that has resulted in consistently exceeding benchmark performance by 100 - 300 basis points.• Utilize forensic accounting methodology and economic valuation techniques in examining balance sheet transactions to project future revenues and liabilities that have resulted in accurate sales forecasting metrics.

2007 - 2008

Investment Analyst

University of Toledo
  • Examined 10-K, 10-Q, 8-K, annual reports, and relevant database/news sources to build advanced financial models in Excel spreadsheets for Energy & Consumer Discretionary sector securities to develop target prices.
  • Created economic forecasts and probability projections to objective valuation models.
  • Presented weekly analysis through written and oral reporting that resulted in buy-sell suggestions.
  • Outperformed S&P 500 four consecutive quarters while in recession.
2002 - 2005

Finance Manager/Sales

J. Duran, Inc.
  • Analyzed client credit history to match available financing programs.
  • Increased revenues >400% after establishing subprime lending.
  • Created an online presence with niche marketing that tripled OCF.
2001 - 2002


Central Lakes Investments
  • Co-developer of a 74 home residential community (Bay Meadow Estates) in Oregon, Ohio.
1997 - 2001

Operations Manager

Value City Furniture

  • Created cooperative cross department responsibilities that increased customer satisfaction and deliverables & reduced shrinkage, damaged inventory, and inefficiency. 


Dec 2008


University of Toledo

GPA: 3.9

Dec 2006

Bachelor of Science

University of Toledo

GPA: 4.0


2008 - Present


Jan 2011 - Present