Project Manager Analyst

Amy Z. Widmer

** ******** ***, *******, ** ***** **********@*****.*** 856-***-****

QUALIFICATION:

• 10 years’ experience in financial & business valuation analysis

• Strong knowledge of accounting, finance and investment business concepts, principles and practices

• Excellent quantitative (spreadsheets and databases) and analytical skills with IT background

• An MBA with an emphasis in Finance and Accounting.

• CFA (Chartered Financial Analyst) candidate: Passed level I exam.

EXPERIENCE:

SALLIE MAE CORPORATION Newark, DE

2005-Present

Finance/Credit Analyst

• Providing regular and ad hoc analysis and recommendations for senior managers relating

Budgets, forecasting, and portfolio performance.

• Creating variance and sensitivity models for pricing analysis and profitability projection.

• Developing and implementing cash flow, ratio comparison and statistic methods for a variety of

research and analysis projects.

• Performing “financial statements analysis” for thousands clients annually in order to assess

lending risks.

• Assisting Central Credit and Strategic Sales groups for special projects including risk

assessment, assets allocations, and business growth.

IMS CAPITAL MANAGEMENT CO. LTD Portland, OR

Research Analyst 2002 – 2004

• Specializing in Mid-cap Value Equity /Fixed Income research and evaluation

• Studying current and previous financial data, spotting industry-wide trends and monitoring

economy factors to exam operation effectiveness, predict future earnings and determine

company’s value.

• Using key statistics, market price related ratios and cash flow valuation model to analyze

collected information.

• Making securities buy or sell recommendations for fund manager by providing qualitative and

quantitative research and analysis.

UNITED ASSETS MANAGEMENT CO., LTD Hong Kong

Financial Analyst &Project Manager 1996-2000

• Specialized in capital flow projections and future trading.

• Identified, analyzed and assessed investment opportunities in treasury and corporate bonds.

• Created interest rate derivative trading strategies and models with proven success.

EDUCATION:

• M.B.A Finance & Accounting Willamette University, OR 2002

• B.E International Business University of Electronics S & T, China 1994

COMPUTER SKILLS:

• Windows XP, Mac OS X, DOS, SQL, Visual Basic, Crystal Enterprise, Clementine 6.0 (data

mining), Morningstar, Microsoft Excel, Access, Power Point

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