Manager Analyst

Nicholas D. Wagner

Experience

Research Analyst, National Real Estate Ventures, Safety

Harbor, FL

**/**** - *******

Conduct research related to residential and commercial REO

market (e.g. investment opportunities, economic effect of

federal and state programs such as HAFA & HAMP)

Prepare investor presentations

Forecast revenues and budget expenses for REO-fund acquisition

and disposition strategy

Calculate variance on fund portfolio as properties are sold off

Research investment structures to determine which vehicle is

best for client (e.g. FIRPTA consideration for foreign capital,

loan with equity kicker)

Keep current on accounting rules germane to industry

(mark-to-market changes, capital requirements, margin calls,

etc.)

Financial Analyst, Mezrah Consulting, Tampa, FL

01/2008 - 07/2009

Integral in the design, funding and administration of executive

non-qualified benefit plans

Forecast revenues and cash flows

Create financial models (spreadsheet) to monitor client's

investments and perform variance analysis

NPV, IRR, ROA analysis

Research and understand all accounting rules and tax codes

pertinent to industry, e.g. 409A, 101j, 7702

Administrative database management - ensure 100% accuracy of

client records

Answer client and participant questions related to their plans

Financial Analyst, Market Street Mortgage, Clearwater, FL

10/2005 - 12/2007

Support construction lending business unit by preparing

accurate budgets and forecasts

Conduct variance analysis based on budget versus actual

Analyze client tax returns and financial statements

Prepare detailed cash flow analyses to determine interest

coverage/solvency

Ratio analysis

Draft decision support papers, including breakdowns of all

financial data, for VP/AVP

Pull and analyze corporate credit profiles

Prepare ad-hoc reports as needed

Bookkeeper/Office Manager, Express Document Service, Beverly

Hills, FL 2000 - 10/2005

Manage payables & receivables

Generate and analyze internal financial statements with

QuickBooks

Post journal entries to GL

Prepare bank reconciliations

Education

9/2007-7/2009 University of South Florida Tampa, FL

Master of Business Administration

Focuses in Advanced Financial Management and Information

Systems

3.5 GPA

8/2000-8/2005 University of South Florida Tampa, FL

Bachelor of Science

Finance major

3.5 GPA in major coursework

Proficiencies

Advanced Excel (vlookup, pivot tables, macros, etc.)

Intermediate Access (create relational databases, build custom

queries, SQL)

Microsoft Office suite (Word, PowerPoint, Visio)

Moody's KMV Financial Analyst

MySAP

SalesForce

QuickBooks

1806 Meadow 813-***-****

Lane ***********@*******.***

Clearwater, Fl

33764

1806 Meadow 813-***-****

Lane ***********@*******.***

Clearwater, Fl

33764

Contact this candidate