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.
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
Expert (>10 years): Excel, PowerPoint, Word, ERP (general), CRM (general)
Intermediate (3-5 years): Access, MS Project
Novice (<3>
• 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.
• 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
• 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.
GPA: 3.9
GPA: 4.0