Analyst Visual Basic
Resume:
RICARDO C. MENDONSA
Cary, NC 27513 *********@**.**.***
Career Objective
A challenging position with an outstanding organization that rewards performance, encourages
education, that can fully utilize my Accounting, Financial, and Technology skills to enhance
profits and create shareholder value.
Professional Experience
Credit Suisse, Capital Markets, RTP, NC November2005-
Global Investment Bank December 2008
Financial Analyst
Applied process improvement between departments through Six-Sigma
Created various Ad-hoc reports and Product Control tools using Visual Basic in Excel
Automated various reporting processes through Visual Basic Programming with Excel and
SQL. Many processes where reduced from laborious steps to push-button simplicity
Performed Front/Back office reconciliations for Bonds and Hedges
Monitored retention positions for Bonds and Hedges, sometimes alerting traders’ assistants
when hedge positions where no longer needed
Calculated revenues and profits for newly issued Investment Grade bonds
Produced ad hoc reports monitoring valuables such as Credit Suisse Group bonds and
Collateralized Debt Obligations
Created a streamlined Commercial Paper Pricing program through Visual Basic and
Bloomberg commands.
Researched various financial reporting technology issues
Genworth Financial, Special Projects (Derivatives), Stamford, CT April 2005-
Multibillion dollar insurance firm;51% owned by GE Financial Assurance August 2005
Business Analyst (Contractor)
Participated in the implementation of a trading and accounting system (Principia); this system
replaced the firm’s old derivative trading and accounting system
Created testing modules for Interest Rate Swaps, Futures, S&P Options, Interest Rate Fair
Value Hedges, and Embedded Derivative – S&P Options to ensure the efficacy of new
trading and accounting system
Worked with IT team to resolve data issues pertaining to system implementation, such as data
formats, accrued interest, dates, and GL accounts – In Excel and Database.
Conducted test cases using different valuables and trade scenarios to ensure new system’s
proper GL reporting
Analyzed and reviewed balance sheet account balances for the data migration and system
conversion from an Excel-based system to an Oracle based platform
Entered trades in the firm’s new derivative system
Researched fixed income instruments using Bloomberg and bond prospectus
DHL, Latin America Pricing, Fort Lauderdale, FL November 2003-
Global shipping company December 2003
Pricing Analyst (Contractor)
Updated Caribbean countries’ outbound shipping prices causing closer market alignment and
an increase in Revenue
Participated in a cooperative effort with country and regional management to develop
appropriate pricing strategies
Made pricing strategy presentations to the appropriate country’s management justifying price
increases
Prepared various database and spreadsheet applications to aid price updates, causing price
changes to be presented and implemented before the deadline
Translated company literature to a foreign language facilitating marketing effort
Fit on U, Inc., Boca Raton, FL December 2001-
Apparel business with multiple locations November 2003
Financial Analyst
Prepared income statement reports
Worked with cash management and bank deposits
Prepared employee payroll
Assisted in company’s liabilities refinancing decreasing overall interest expense
Performed analysis of firm’s feasibility of future expansion thereby keeping firm from
opening up a new branch during a recessionary time
Florida Power and Light, Palm Beach, FL Summer 2001
Electric power company
Commodities Analyst (Intern)
Worked on trading floor analyzing energy commodity prices
Automated data gathering and analyzing processes causing traders to spend less time using
spreadsheets
Constructed statistical models to derive electricity demand forecasts for New England
Forecasted oil, electricity, and natural gas demand
Worked with commodity swaps
Assisted traders with market analysis and mathematical modeling in order to aid in trading
decisions
Questron Technology, Boca Raton, FL February 1999 -
Fastener distributor with annual revenue over $150 million September 2000
Financial Analyst/Vice President’s Assistant
Prepared sales reports for over thirty branches nationwide
Prepared inventory and cash flow reports
Assisted vice president with daily cash management by monitoring debt and arranging for
periodic financing
Kept both CEO and President informed of financial anomalies at the branch level
Computed weekly and monthly collateral for periodic reporting to banks and investment
bankers
Led special projects resulting in a $500,000 reduction of freight costs
Assisted in creation of a computerized budget process
Education
Master of Business Administration : Economics Track September 2000 -
Florida Atlantic University, Boca Raton, FL December 2001
Bachelor of Science
Major: Finance
Major: International Business August 1994 -
Florida Atlantic University, Boca Raton, FL July 1998
Haifa University, Haifa, Israel February 1997 -
June 1997
Other Experience:
Macroeconomics Substitute Instructor, Florida Atlantic University, Boca Raton, FL Spring 2001
Language Instructor, Haifa Immigrant Absorption Camp, Haifa, Israel February 1997 - June 1997
Related Knowledge:
• Pursuing CPA
• Six Sigma Green Belt
• Visual Basic
• SQL
• PL/SQL
• Oracle
• Hyperion Essbase
• Peoplesoft
• Bloomberg
• Excel (Guru)
• Access (Advanced)
• Word
• Power Point
• Statistics for Economics
• Financial Modeling
• Econometrics
• Contracts Negotiation
• Fluent in Spanish and Portuguese
References Available Upon Request
Contact this candidate