Natalie V. Moran

aca9w8@r.postjobfree.com **** Peregrine Ln Broomfield, CO 80020 303-***-****

Investment/Research Analyst

Key skills: Financial Modeling, Forecasting, Business Valuation (DCF, NPV, IRR), Advanced MS Excel (pivot

tables, vLookups), Bloomberg, Thomson One, Factset, Morningstar Direct, CapitalIQ, Broadridge/ProxyEdge,

GIPS® compliance verification of performance results. Passed CFA level 2, obtained NASD series 7, 63 (expired).

EDUCATION

MBA, Accounting / Finance • Washington University in St. Louis, Olin School of Business • May 2002

Bachelor of Arts, English • Moscow State Linguistic University (MGLU) – Russia • June 1997

PROFESSIONAL EXPERIENCE

Senior Finance Analyst

LEVEL 3 COMMUNICATIONS, Broomfield, CO • April 2013 September 2013

• Monthly revenue close support and variance analysis versus budget, forecast, and period over period.

• Analyzed customer retention trends across various sales channels.

• Maintained sustainable benchmarking dashboards for key performance indicators (KPIs).

• Ad hoc projects as requested by senior management.

Investment Analyst

AMG NATIONAL BANK & TRUST, Denver, CO • August 2010 November 2012

• Designed and implemented a proprietary corporate and municipal bond monitoring system for client portfolios.

• Provided monthly and quarterly performance reporting for mutual fund holdings utilizing Morningstar Direct.

• Served as a company liaison with auditors and achieved GIPS® compliance verification for 5 proprietary

investment strategies for years 2004-2010.

• Responsible for firm-wide proxy voting across accounts via ProxyEdge®/Broadridge.

• Delivered ad-hoc and special projects to senior management requiring advanced research abilities under tight

deadlines.

Equity Research Associate

THE ROYAL BANK OF CANADA (RBC CAPITAL MARKETS), New York, NY • March 2007 March 2008

• Analyzed and valued specialty apparel retailer companies by incorporating information from SEC filings,

earnings calls, and on-site store checks. Coverage universe included: AEO, ANF, ARO, CBK, CMRG, COLM,

DECK, LTD, LULU, TWB. Analyzed sales, margins, profitability and inventory trends.

• Built proforma financial models in Excel with fully linked income, balance sheet, and cash flow statements.

Financial Models included quarterly data for forecasting and sensitivity analysis.

• Contributed to and edited company-specific and industry-wide research reports.

Equity Research Associate

J.P. MORGAN CHASE, New York, NY • July 2004 July 2005

• Brought in to launch coverage on the publicly traded Latin American electric utilities sector.

Coverage universe included: ELET, CIG, ELP, SBS, CESP, TBLE, GETI.

• Analyzed financial statements and modeled cash flow and earnings projections of subsidiaries

located in different countries across Latin America. Analysis included foreign exchange rates and political

climate in the countries of coverage. Contributed to company-specific and industry-wide research reports.

Equity Research Associate

A.G. EDWARDS & SONS, INC., Saint Louis, MO • October 2002 July 2004

• Performed competitive market analysis and benchmarking on the companies in the media,

publishing and broadcasting industries. Coverage universe included: GCI, NYT, SSP, TRB, KRI, BLC, HHS, AD,

PTZ.

• Researched, wrote and published recent development notes and research reports for specific

companies under coverage, as well as Media sector industry reports.

• Created and maintained financial models utilizing 10Q and 10K SEC filings.

• Communicated investment recommendations to retail and institutional sales force.

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