Financial Analyst Portfolio Management

Craig McMullen

Financial Analyst, Portfolio Manager

High Yield Financial Analyst, Portfolio Management, Financial Advisor, with 24+ Years of experience in the financial industry. Leading clients in wealth management, financial assessments, and investment solutions. Excellent at forecasting, financial modeling, and conducting risk analysis to determine the best financial strategies for business development and profit risk factors. Successful in client acquisition and portfolio management through strategic relationship building. I'm a Eagle Scout. I worked at McDonalds as a night Manager putting myself through college in four years, played rugby, graduated with a major in finance and two minors accounting and economics. I became a Senior Analyst at Janus in four years, I won stock picker of the year two years in a row. Passed my series 7. ad2ems@r.postjobfree.com 307-***-**** Cheyenne, United States SKILLS

SAP Excel JD Edwards Maximo QuickBooks Portfolio management Financial Analysis Accounts Receivable GAAP reporting Finanical Modeling Reconciliation Series 7 Journal Entries Cash Flow Statements Analysis training Pivot Tables Forecasting Business Consulting Data Mining Contractors (A) license Great at analyzing investments 18 years in a leadership role WORK EXPERIENCE

Portfolio Manager, Financial Analyst, Consultant

Mac Investments LLC

05/2005 - Present,

Cheyenne, WY

Financial Analyst (Consultant) Guide executives from several companies including Tata Chemicals and 4 Quarters Investments through strategic business planning and financial management for long term success. Develop, interpret, and implement complex financial models and accounting concepts into methods for financial planning and profit analysis. Provide financial analysis of monthly costs and prepare reports for presentations utilizing organized data from Excel and SAP software. Composed business plans with detailed spreadsheets, forecasting markets and profits as well as secured financing for business plans. Seinor Financial Analyst, Portfolio Manager

Three Peaks Capital

06/2003 - 06/2005, Denver, CO

High yield portfolio management

Analyzed investments of 192+ companies for our portfolios, in energy, lodging, leisure, construction, industrial, and healthcare industries. Strategized asset allocation to maximize diversification and hence minimize unwarranted risk Risk analysis for investors by forecasting market conditions and modeling various outcomes. Established new investment accounts and deepened existing ones through strategic relationship building to maximize company profits. Conducted sales presentations, developed marketing collateral, and mentored Junior Analysts in industry best practices. Served as member of the Analyst Review Board and oversaw over 300 companies or half of our portfolio.

Senior Financial Analyst

Janus Mutual Fund

05/1996 - 06/2003, Denver, CO

Provided financial guidance to business executives in energy, lodging, leisure, construction, homebuilders. gaming and healthcare fields. Delivering an average ROI of 27%. Increased our investments through strategic planning and forecasting. Projected financial models, assessed risk, and monitored market expansion to meet client profit goals. Maintained detailed, accurate database to track clients' investment data and utilized Excel to create visual representations for presentations Achievements/Tasks

Achievements/Tasks

Stock picker of the year two years in a row