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Manager Analyst

Location:
San Antonio, TX, 78232
Posted:
June 04, 2013

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Resume:

Taylor L. Dickerson

**** ****** ***** *** *******, TX 78232

210-***-****

******.*********@*******.***

OBJECTIVE: Seeking a position as a Financial Analyst

• Dynamic finance professional with a strong academic background in Finance and Economics

SUMMARY OF

• Strategic and analytic finance professional with 6+ years of success in financial reporting, analysis, and project

QUALIFICATIONS:

management

• Accomplished and results-oriented Financial Analyst who consistently meets deadlines and increases company

revenue.

• Highly skilled at increasing productivity by finding new innovative, cost-effective solutions through detailed cost

analysis and streamlining procedures

• Highly-motivated Financial Analyst who thrives in high-pressure environments. Excellent financial reporting,

budget forecasting, management, and team building skills

• Exceptional quantitative and qualitative analytical skills; enjoys working with large amounts of data

• Dedicated and focused professional with a passion for financial modeling

• Accurate and detailed Financial Analyst with planning, budgeting, and accounting expertise. Analyzes market

changes and plans personal investment strategies to maximize customer utility

• Strong attention to detail and organization, able to prioritize and multi-task effectively

• Extensive vocabulary with a knack for creative & critical thinking

EDUCATION: THE UNIVERSITY OF TEXAS AT SAN ANTONIO

Bachelor of Business Administration in Finance

Bachelor of Arts in Economics

Graduation Date: May 2013

WYOTECH

Diploma - Automotive Technology

Graduation Date: Dec. 2005

HIGHLIGHTS: Variance and Statistical Analysis Budgeting Analysis

Financial Modeling Excel Spreadsheet Wizard

Accurate Forecasting Bloomberg Certified

Financial Ratios Analysis Advanced Proficiency MS Office Suite

Financial Reporting Expert Experienced with VBA programming

Superior Research skills Complex Problem Solving

ACCOMPLISHMENTS:

• Led the development of new financial reporting methods to measure productivity and efficiency

• Increased cost-effectiveness by 30% through compliance enforcement and implementation of new quality control standards

• Developed a Proprietary Time-Sensitive Quantitative Equity Valuation Model yielding a 100% success rate in the generation of profitable

trading strategies; 1st trade yielded a gain of 37.8%, 2nd trade 29.4%, and 3rd trade 8.33%

• Created a 70 page stock analysis report researching the oil & gas industry and refinery operations. The topics included industry analysis,

company analysis, valuation, forecasting, technical analysis, and an assessment of idiosyncratic risk. Buy recommendation was placed on

HFC at $24 in Nov. of 2011; the stock trades at $53 today.

• Wrote a 20 page Honors paper on the collapse of the housing market - “The Beginning of the Financial Crisis”

• Dean’s List and Honor Roll notoriety numerous times throughout academic career

• Bloomberg certified

TECHNICAL

• S&P’s Capital IQ

SKILLS:

• TradeStation - Technical Analysis Software

• Axys

• AWD View Station & APL / KEA! VT

• Fidelity Wealth Center

• Microsoft Office Professional (Excel, PowerPoint, Word, Outlook, Access, Publisher)

EXPERIENCE: SIPCO – STRATEGIC INVESTMENT PARTNERS Co., San Antonio, TX

08/12 to Present Equity Analyst and Trading Operations Apprenticeship

• Drafted equity analysis research reports with focus on the Healthcare & Energy sectors

• Analyzed numerous successful business strategies for potential equity investment

• Performed financial & technical analysis for individual securities

• Developed proprietary model for industry trend analysis and sector rotation analysis

• Apprentice to the CIO and Chief of Trading & Operations

• Assembled and executed equity and bond blocks for trading

• Screened equities using a proprietary model that allowed us to consistently outperform the market by 1-5%

• Researched potential clients and composed client presentations

• Ran morning reports including reconciliation, positions, cash balances, and other specific reports for the CIO

• Updated compliance policies to current GIPS procedures

05/11 to 08/11 ALLIANCEBERNSTEIN, San Antonio, TX

Global Operations SMA Investment Analyst Intern

• Received training from Portfolio Managers covering Muni Bonds and general fixed income markets

• Traded client accounts, analyzed position data for reports, and compiled information for daily morning status of

accounts

• Developed and presented Muni-Bond process map to the SMA department to streamline procedures and increase

efficiency

• Built pivot tables, designed excel spreadsheet templates, and drafted charts and tables for Muni-Bond analysis

• Organized and directed numerous conference calls with Portfolio Managers, Research Analysts, and Senior

Management

• Worked with Risk Manager to help implement controls in workflow processes

08/06 to 09/11 LIBERTY BUILDERS OF TEXAS, San Antonio, TX

08/04 to 04/05 Marketing Manager / Sales / Promotions Coordinator

• Acted as liaison between clients and bank officers to obtain loans to proceed with home improvements during

sales position

• Performed variance and cost benefit analysis of marketing materials

• Created many ad hoc P/L reports as well as composing financial forecasts and budgets

• Played a vital role in restructuring / developing a new vision of the marketing department

• Hired, trained, managed, and motivated multiple crews in the marketing department

• Designed streamlined spending analysis reports to a more accurate, efficient automated process

• Analyzed utilization against performance goals to identify operational inefficiencies and recommend necessary

improvements

• Lead and coordinated cost / benefit analysis for diverse marketing campaign projects

• Developed financial analysis reports and presentations by applying acquired financial principles

• Earned “Crew Of The Month” a record 27 times based on outstanding performance

• Promoted to Salesman from Crew Manager and sold a wide variety of home improvement products to customers

with a 57% close ratio

01/06 to 08/06 GUNN INFINITI, San Antonio, TX

Automotive Technician

• Performed repair and maintenance tasks on automobiles

EXTRACURRICULAR • Chief Research Analyst of the financial sector for the UTSA Investment Society (UTSA, 2008-2013)

• Pi Kappa Phi Greek Fraternity (UTSA, Fall 2011)

ACTIVITIES AND

• Certified Mutual Fund Specialist Designation (Summer 2011)

ACHIEVEMENTS:

• Honor’s Alliance (UTSA, Spring 2010)

• Organized a Christmas event for St. Peter and St. Joseph’s Children’s Home (December 2009)

• National Scholastic Honor Society (UTSA, Fall 2007)



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