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RssFinacial Analyst/Marketing Analyst

A challenging, growth-oriented Financial Analyst Position in which professional experience, academic background, analytical skills, and a commitment to excellence will have valuable application

Financial Analyst

San Jose, CA

About Me


Accounting & Finance


Financial Analyst

Ideal Companies:


Education level:


Will Relocate:



San Jose, CA

Work Experiences

5/2008 - 4/2009


Individual Contributor

  • Evaluate the financial aspects of product development, such as budgets, expenditures, research and development appropriations, and return-on-investment and profit-loss projections ·Pricing Analysis: Different methods of pricing a product, with detailed analysis of pricing support to the sales team with timely point of sale, inventory, and category planning for all national accounts ·Prepare and deliver the monthly/Quarterly marketing analysis reports for Sales/Marketing staff ·Statistical analysis and forecasting

1/2008 - 5/2008

Seagate Technology

Individual Contributor

  • l Performed financial statements key ratios analysis, SWOT analysis, and real estate management analysis l Responsible for records and database management, including internal/external reporting, property summaries, database management and maintenance of leased/owned property files l Provided portfolio analysis and document management by preparing and tracking property documents, as well as property administration in the form of rental payments, operating expenses and reconciliations

3/2005 - 8/2005

Wells Fargo Bank

Entry Level

  • l Initiated, developed, and established relationships with affluent clients and institutions l Assisted V.P Financial Advisor in providing investment guidance to over 200 high net worth clients l Implemented and monitored Advisor’s recommendations post-consultation l Provided clients with ongoing reports of account status and rationale for account and market fluctuations based on online research resources and analysts’ reports l Analyzed existing portfolios and assisted in development of accounts