Project Manager Management

Joe R. O’Flaherty

**** ****** **., #* *.*********@**.***

Santa Barbara, CA 310-***-****

SUMMARY

Strong quantitative analysis skills. 8+ years of quantitative (financial/investment) analysis

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Project management: Experience in full-cycle project management. (Waterfall & Iterative Model)

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Solution Concept to Execution: Unique competency in translating business issues into customer solutions

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including opportunity identification, requirements development, delivery, support, and analysis.

Innovative Application of Technology: Unique capability to understand capabilities of technology to solve a

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particular business problem.

Teaming and collaboration: Specialize in creating cross-functional, cross-organizational teams with the

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customer to identify, prioritize, and design solutions for business requirements.

Strong project and team management skills on highly complex projects with rapid results.

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Communication & Presentation: Experience with executive level & client sales presentations.

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EDUCATION

GRAZIADIO SCHOOL OF BUSINESS, PEPPERDINE UNIVERSITY LOS ANGELES, CA

MBA, Finance, December, 2006

UNIVERSITY OF CALIFORNIA, SANTA BARBARA SANTA BARBARA, CA

Bachelor of Arts, Political Science, May, 1999

EXPERIENCE

AMERICAN COMMUNICATIONS, LLC. SANTA BARBARA, CA

09/08-Present

Financial Analyst

• Reports directly to CFO to support all aspects of monthly financials for the consolidated

enterprise.

• Responsible for $35mm annual budget, planning, and forecasting.

• Prepare management reporting packages (financial variance, operational stats, ad hoc metrics)

• Deep understanding of P&L and key Balance Sheet results, metrics, investment optimization.

• Financial Modeling: (demand trend analysis, forecasting sales, investment opportunities)

• Work closely with the accounting team and executive management to provide decision support,

financial analysis, planning and forecast support.

• Project Manager for a major technology implementation.

• Designed and implemented management level dashboard of financial/non-financial metrics.

EMERGE INTERACTIVE INC. (Business School Start-Up Company) LOS ANGELES, CA

03/07-08/08

Operations /Business Development

• Start-Up Company, responsible for financial operations, strategy, future trends, and financial

analysis.

• Designed overall service offering for a specific vertical market; based on financial viability,

competition, barriers to entry, and other key metrics.

• Manage services, pricing, and vendor relationships. Analyzed key metrics of website

effectiveness.

• Led planning efforts to identify success metrics in customer satisfaction, reach, and adoption.

HOWARD CAPITAL MANAGEMENT INC./E*TRADE FINANCIAL LOS ANGELES, CA

02/00-03/07

Sr. Trader / Analyst / Jr. Portfolio Manager

• Manage all operations of the trading desk, including an eleven person team.

• Expertise in analyzing equity and fixed-income investments

• Collaborate with Senior Management to structure Portfolios and innovate product offerings

• Manage a team of traders to analyze and execute stock, option, and fixed-income orders.

• Designed/Implemented 401k investments products.

• Member of the firm’s investment committee and project management team.

• Monitor portfolio positions and risk along with preparing written market commentaries for the

senior portfolio managers.

• Develop and maintain comprehensive risk management models analyzing exposure, liquidity

and risk profile.

• Manage vendor relationships (sell-side coverage/research).

• Developed the firm’s electronic order/portfolio management system resulting in team’s

productivity increase.

SANWA TRUST & INVESTMENTS SANTA BARBARA, CA

05/99-02/00

Internship - Financial Analyst

• Analyzed results and prepared monthly performance synopses.

• Prepared presentations for prospective correspondents.

• Managed all aspects of the reporting software.

• Practical understanding of Capital Markets, Asset Classes, and Investment Strategies.

TECH SKILLS

• Word, Excel, PowerPoint, MS Project, Dreamweaver.

• Extensive coursework in accounting, finance, real estate and investments.

ACTIVITIES

• Surfing, Cycling, Triathlon, Skiing, Sailing and enjoying the outdoors!

References available upon request

Contact this candidate