Post Job Free

Resume

Sign in

Financial Analyst: CFA Level II Candidate

Location:
Scottsdale, AZ
Posted:
September 19, 2014

Contact this candidate

Resume:

IAN CASTROVINCI

**** * ********* ****, **********, AZ 85251

acf0xm@r.postjobfree.com

908-***-****

OBJECTIVE

To obtain an analyst position in the financial services industry analyzing financial statements and markets.

EDUCATION

MOORE SCHOOL OF BUSINESS, University of South Carolina Columbia, SC USA

Bachelor of Science, Business Administration May 2012

Majors: Finance, Economics

Minor: Statistics

GPA: 3.85/4.0

Awards: Magna Cum Laude, Woodrow Scholarship, Phi Beta Kappa Freshman Award, University of South Carolina

President’s List (5 Semesters), University of South Carolina Dean’s List (2 Semesters)

FINANCIAL EXPERIENCE

APOLLO EDUCATION GROUP Phoenix, AZ USA

Senior Treasury Analyst September 2014 – Present

Work on strategically oriented projects closely with the Treasurer. Provide in-depth WACC analysis for international and

domestic finance departments. Calculate DOE composite score ratio to assess availability in share repurchase and

acquisition potential. Forecast balance sheet and networking capital to coincide with composite score forecasting. Provide

credit analysis for external opportunities in sub-leasing and investment of excess cash.

Implemented new model for balance sheet forecasting up to 5 years.

Proposed new long-term compensation grants for upper mgmt using DCF valuation model and payout targets

Treasury Analyst January 2013 – September 2014

Oversee the day-to-day cash and working capital management for the Treasury department. Responsible for the daily cash

position, fund bank accountings, debt compliance/covenants, investments and providing various reports for the

accounting departments. Also assist in creating Treasury’s corporate cash, interest expense, interest income, and total debt

forecasts.

Developed incremental analysis for interest income benchmarked against alternative investment strategies

Implemented Clearwater Analytics Investment software with treasury’s $1.2B cash and marketable securities

Improved cash forecasting models using regression analysis and working with accounting departments

Performed credit analysis for investment and lease sales

Utilized the Bloomberg Terminal for market research and peer group analysis

CLOUDSHOUTS Columbia, SC USA

Co-Founder August 2011 – August 2012

Co-founded and developed a mobile startup application holding responsibilities in business planning, financial analysis,

and product development.

Worked with contract lawyers, investment lawyers, accountants, and multiple IT vendors

Pitched to investors and raised over $60K+ for additional startup funds

CAPTRUST FINANCIAL ADVISORS Raleigh, NC USA

Client Service Operations Intern May 2011 – August 2011

Tasks included managing and accounting various portfolio accounts within Advent Portfolio Exchange, computing

investment performance data for client accounts, and revising financial manuals for the new CRM system.

Worked under 3 supervisors simultaneously in Centralized Trading Portfolio Acct, Performance Reporting, and CRM

Improved multi-tasking skills and managed to complete urgent projects with sharp deadlines

IT SKILLS MS Word, Excel (pivot tables, vlookup, data tables), PowerPoint, Adobe Photoshop, and Bloomberg Terminal.

ACTIVITIES CFA Level II candidate, Entrepreneurship, Technical Analysis, Options and Equity Trading

2



Contact this candidate