Project Manager
Resume:
Joseph (Joey) R. Trahan, MBA
Charleston, SC 29405
Mobile: 843-***-****
Email: abnsdv@r.postjobfree.com
OBJECTIVE
Obtain a position as an Investment Banking Associate at a reputable boutique firm.
HIGHLIGHTS
• MBA GPA – 3.8 / 4.0 cumulative.
• 2 yrs experience in the financial services industry including financial statement analysis.
• 2 yrs experience in the technology industry managing healthcare-related projects.
• Completed a Wall Street Prep self-study program regarding investment banking theories and modeling techniques.
• Led on site client meetings and presentations involving Vice Presidents, Program Directors and Human Resource
Administrators of companies with 1,200 to over 5,000 employees.
• Translated technical verbiage and concepts into useful information to be presented to clients.
• Led a marketing pipeline project resulting in approximately five new deals closed.
• Willing to relocate and travel.
SKILLS SUMMARY
• Financial analysis and modeling Client services
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• Written and verbal communication Market analysis
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• Creativity in an entrepreneurial environment Project management
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• Teamwork and leadership Business acumen
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• Problem solving and decision making Capacity for continuous learning
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EXPERIENCE
Benefitfocus.com, Inc. 2007 - 2009
Account Consultant, Premier Client Services Daniel Island, SC
Benefitfocus is the largest healthcare benefits software provider in the U.S.
• Managed seven of Benefitfocus’ most high-profile corporate clients in a fast-paced, entrepreneurial and challenging
environment. Benefitfocus has greater than 300,000 corporate clients.
• Managed one large project per year for each client. Managed up to six large projects simultaneously.
• Developed a ‘first-ever’ 85 task project template utilizing Microsoft Project.
o Decreased project development time from approximately three hours to 20 minutes.
o Reduced error rates by decreasing manual intervention from approximately 340 steps to less than 20 steps.
o Integrated multiple task dependencies, which allowed project stakeholders to see results of hypothetical
scenarios modeling in real time.
o Provided reporting flexibility to internal and external stakeholders.
• Coordinated internal and external projects across several business units and partner companies.
• Led and executed projects under strict deadlines.
o Example: Led an implementation project involving the Software Engineering, Client Services, Product
Management and Data Exchange departments to execute a deliverable in three business days. It typically
takes two weeks to execute such a project.
• Facilitated regularly scheduled operational conference calls with clients and other partner vendors.
• Led on site client meetings and presentations involving Vice Presidents, Program Directors and Human Resource
Administrators of companies with 1,200 to over 5,000 employees.
• Served as team lead on a cross-selling marketing pipeline project resulting in approximately 50 new warm business
leads. Approximately 10 percent of the leads closed as sales with two being vital to the strategic direction of
Benefitfocus as a whole.
Identified cross-sell opportunities for my clients and worked with the sales department to present the strategic
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solutions.
Translated technical verbiage and concepts into useful information to be presented to clients.
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Interpreted business requirements to ensure proper data exchange.
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Utilized problem solving and critical thinking skills to troubleshoot technical issues.
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Built business cases to drive product improvement.
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Applied classroom and on-the-job training in order to obtain product certification for Benefitfocus’ flagship product
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within three months of hire.
Served on the Learning Council, which organizes internal and external opportunities for employee development.
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Southcoast Community Bank 2004 – 2006
Branch Manager (latest promotion) Mt Pleasant, SC
• Analyzed commercial and personal financial statements and tax returns in order to assess the financial health and
creditworthiness of businesses and individuals.
• Developed reports and documentation to assist in loan underwriting.
• Sought and obtained further education via the American Bankers Association regarding Commercial Lending,
Consumer Lending and Financial Statement Analysis.
• Promoted from Teller to Management Trainee to Branch Manager in a year and a half.
• Advised customers regarding deposit accounts, commercial loans, mortgages and personal loans.
• Developed and implemented a branch-wide cross-training program for new and existing employees.
• Developed process documents used across multiple branches regarding opening deposit accounts and originating
commercial loans.
• Conducted local market research of approximately eight other financial institutions regarding deposit products.
• Served as a team leader on a product committee reporting to bank executives.
• Researched loan servicing documentation to ensure compliance with Sarbanes-Oxley and other federal regulations.
WCIV – ABC News 4 Feb 2004 – Nov 2004
Account Executive Mt Pleasant, SC
• Researched national trends and best practices regarding television advertising.
• Conducted local market analysis in order to assess supply and demand of advertising.
• Presented advertising solutions to prospective clients.
• Assisted in script writing and facilitated commercial production.
• Executed client orders and scheduled commercial run times.
EDUCATION
The Citadel 2005 – 2008
Master of Business Administration Charleston, SC
• GPA – 3.8 / 4.00 cumulative.
• Citadel School of Business achieved an academic rating of 91 out of 99 in 2006 according to The Princeton Review,
which outperformed schools such as College of William and Mary (89) and University of Virginia (87). Harvard and
MIT received a rating of 96.
• Relevant Courses: Financial Management, Risk Management, Negotiation Strategies, International Finance, Real
Estate Finance, Strategic Management, Financial Accounting, Managerial Accounting and Economics for Decision-
Making.
University of Louisiana-Monroe 1999 – 2003
Mass Communications, emphasis in Management and Marketing Monroe, La
Business Management minor
GPA – 3.5 / 4.00 cumulative (cum laude honors)
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ADDITIONAL TRAINING
Wall Street Prep self-study course May 2009 – June 2009
• Modules completed: Financial Statement Modeling, Introduction to Valuation, Discounted Cash Flows Modeling,
Transaction Comps Modeling, Mergers/Acquisitions Modeling and LBO Modeling.
VOLUNTEER ACTIVITIES
Take It to the Streets 2008 – Present
Instructor
• Lead resume development classes for individuals in lower income neighborhoods.
REFERENCES
Available upon request.
Contact this candidate