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Financial Analyst and Portfolio Manager with Investing & Sales Presentation Savvy...Client Service | Data Analysis | Client Presentation
To work as a financial analyst in San Diego, CA
Tags for this Online Resume: Banking Industry, Investment Management, Mutual Funds, Portfolio Management, Equities, Financial Statements, Financial Analyst, Financial forecasting, Due Diligence, Wealth Management, Client Presentations
Director/Manager/VP role with decision-making authority in the areas of capital investments or risk management with emphasis on strategy, planning and valuation.
Top-performing, solutions-driven financial analyst offering more than 5 years of extensive financial experience. Broad background in leading organizations through start-up, change, revitalization, turnaround and accelerated growth with demonstrated critical thinking, analytical and organizational skills and competence in challenging assumptions as well as developing models, methodologies, framework and solutions at the exec...
Experienced with risk governance tools: BIKE, BPRM, CAP, CRAS+, LDR, ORX, RCSA, SHRP
A true leader brings about positive change in alignment with overall business objectives without negative organizational disruption. In my career, I have demonstrated this skill time and time again using careful analysis, project management, and team mana
You will find me to be confident, energetic, and articulate with a passion for financial management, the type of person on whom coworkers will rely on my analytics. I am a quick learner, driven team player committed to supporting you in achieving your objectives, dedicated and thrive in any industry you place me in.
Tags for this Online Resume: Finacial and Operations, Strong Manager, Forecasting, Company Evaluation, Cost Analysis, Profit Analysis, Financial Analysis, Research Data, Modeling, Financial Reporting, Review Financial Statements, Financial Presentations, Strong Analyitcal Skills, Advance Excel Skills, Pivot Tables, Financial Projections, Reconciling, Self Starter, Attention to Details, Strong Written and Verbal Skills, SQL, Java, priority, People Soft, Excel Advance, Office Suite
2014 YEAR END REVIEW TO MY MANAGER Data Integrity There are issues with the data in our core systems that affect reporting, projections, and statistics, etc. I was a key part of this initiative by workin on approximately 1,200 accounts within multiple data sets: draft accounts, credit cards, mortgages, brokerage, etc. Each account required assessing the issues, finding what system fixes needed to be made, and implement...
Ideal Companies: N/A
PROFESSIONAL SUMMARY GIFTED Professional with more than 15-years experience in the fields of Human Resources, Employee Benefits, Payroll, and Finance at the Corporate level. Have sharp understanding of human resource issues, personnel management, benefit plan compliance, compensation & financial analytics. Competent communicator with the ability to intuitively foster meaningful working relationships with coworkers & clients...
Tags for this Online Resume: Acquisitions, Ad hoc reporting, Budgeting, Compliance, Documentation, ERISA, Financial, Financial Planning & Analysis, Financial Reporting, Health and Welfare, accounting, finance, excel, accountant, audit, gaap, tax
Substantial experience specializing in portfolio management, client relationships and team management. Seasoned buy side manager who achieves consistent results and deals well with volatility in market conditions. Excellent analytical and communication skills.
Ideal Companies: 3 months -
Tags for this Online Resume: Financial, Management, Root Cause Analysis, Accounting, Balance, Balance Sheet, Communication Skills, Financial Statements, Insurance, Journal Entries, MS WORD, EXCEL, POWER POINT, RESULT ORIENTED