Process Improvement Training
Resume:
*Katerina Yovchev*
**** ********, ***. **, *******, NY 11106
********@*******.***
* EDUCATION*
****-**** *FORDHAM UNIVERSITY, GRADUATE SCHOOL OF BUSINESS
*New York, NY**
*MBA, Finance, GPA 3.9 *
Member, Fordham Finance Society, VP, FISA; Specialized in financial
modeling and valuation of public companies and start-ups, portfolio risk
and return; Selected by a chaired professor in a competitive process to
assist with an equity analysis class with distinguished industry speakers
2002-2006 *UNIVERSITY OF ECONOMICS- VARNA
*Varna, Bulgaria
*BS, International Economics, GPA 3.7 *
Erasmus and Gateway exchange student in Seinajoki University of Applied
Sciences, Finland; Seminar in Scandinavia participant, Stockholm, Sweden;
Fulbright International Summer Institute 2005 member
*EXPERIENCE*
2012 *GE CAPITAL
*Norwalk, CT**
*Consultant/Research Analyst*
*Quantitative Analysis.* Created and presented weekly analyses to senior
executives on how to increase shareholder value by growing blended yield of
target dealer groups, utilizing advanced modeling, data mining, regression
and correlation analysis skills
*Pricing Optimization.* Optimized Recreational Vehicles portfolio by
testing tier pricing strategies using SPSS and SAS and discovering key
relationships
*Analytical Creativity.* Simplified the statistical analysis by inventing
a new way to estimate pricing and incorporating it in pro forma trending
projections of share of wallet data
*Investment Analysis.* Identified key drivers for dealer attrition, using
advanced Excel modeling skills, and proposed a marketing campaign to
address it, accepted by chief executives
2008-2011 *MORGAN STANLEY
*New York, NY
*Associate*
*Due Diligence. *Quantified the risk of the firm’s global portfolio of
assets by performing country, industry and corporate structure research,
using internal and external resources**
*Risk Management. *Reviewed clients’ investments in equities and fixed
income products to identify key risk drivers and requirements to comply
with US and non-US regulations, using an established regulatory framework
knowledge base**
*Employee Training. *Improved team’s performance by initiating global
training sessions and workshops for new hires on business processes with an
emphasis on building a data dictionary and standardization
*Gap Analysis. *Performed gap analysis to detect technology changes
required to reduce regulatory risk by designing reports, business
requirement documents and testing different environments
*Process Improvement. *Streamlined the approval and regulatory risk
management process, designing new codes for digital storage of data,
eliminating 10 hours of weekly manual efforts
2007-2008 *Syndicated Loans Analyst
*Brooklyn, NY
*Deal Analysis. *Effectively managed the firm’s risk by analyzing credit
agreements and syndication of revolver and term loan facilities, using
advanced Loan IQ skills
*Interbank Communication. *Improved customer satisfaction by effectively
communicating with loan servicing banks, ensuring timeliness of wire
transfers of interest and principal payments **
*Employee Training. *Played a key role in a team re-organizational effort
by redesigning procedures, providing managerial-level training and reducing
business risk
*Process Improvement. *Led a cross functional project aimed at developing
team metrics, asset allocation and increasing operational efficiency
*ADDITIONAL*
NYSSA, FMA National Honor Society, Beta Gamma Sigma and AAII member
Advanced MS Office (pivot tables, logic statements, macros), Fast
Finance, Loan IQ, Westlaw, Lexis Nexis, SPSS, SAS, Argus, Bloomberg,
FactSet, Investext, Dealogic, Capital IQ
Experienced in financial modeling: DCF Valuation, M&A analysis and public
comparables
Research done in portfolio analytics: fixed income analysis, equity and
cash equivalents, performance tracking and rebalancing, forecasting, asset
allocation, diversification and mutual fund management
Contact this candidate