Management Manager
Resume:
Debra Charles
Email: *********@********.***
Address: **** ********* *** **
City: Washington
State: DC
Zip: 20007
Country: USA
Phone: 202-***-****
Skill Level: Management
Salary Range: 100
Willing to Relocate
Primary Skills/Experience:
See Resume
Educational Background:
See Resume
Job History / Details:
DEBRA F. CHARLES, MS
Washington, DC & New York, NY
*********@********.***
SENIOR FINANCE DIRECTOR
Investment, Equity & Fixed Income Analysis Portfolio Management
Analytical and decisive Finance Executive with >8 years of
achievement in generating 7x investment returns in all market
cycles. Implemented 3,600+ mark-to-market valuations of
derivatives transactions valued at $70B for World Bank Group.
Persuasive and insightful with the ability to leverage strong
interpersonal communications and persuasion skills to forge consensus.
CREDENTIALS: CFA and CQF Candidate Clearance Level: Secret MS in
Finance MS in Information Systems
SIGNATURE FINANCE & INVESTMENT MANAGEMENT SKILLS
Investment & Advanced Portfolio Management
Mergers, Acquisitions & Valuations
Asset Management
Multi-Asset Portfolio Analysis & Management
Investment Strategy Development
Portfolio Restructuring
Forecast & Valuation Financial ModelingFinancial Planning & Analysis
Quantitative AnalysisFinancial Institutions Management (Basel II)
Risk Management & Mitigation
Derivatives Securities
FINANCE & INVESTMENT MANAGEMENT ACHIEVEMENTS
OUTSIDE LEADERSHIP EXPERIENCE
CHARLES & MANESS INVESTMENTS, Washington, DC & New York, NY,
1990+ -- Present
Portfolio Manager Quantitative Analyst
Stepped in to manage estate in crisis and drove fund of funds
portfolio turnaround. Sustained portfolio performance in all market
cycles while overseeing investment performance, asset allocation,
funds distribution, and securities selection. Review, evaluate, and
select junk/corporate bonds and treasury mutual funds.
Generate investment performance analytics and financial analysis via
GAAP investment accounting methodologies. Leverage attribution
analysis, portfolio rebalancing, market valuations, and portfolio
performance analysis to minimize fund risks. Oversee and file
partnership tax filings.
* Asset Valuation: Produced a 29.75% gain, spearheading the
investigation, analysis, and disposal of an illiquid real estate
limited partnership investment in a declining market. Converted
asset sale into liquid investments and reversed negative cash flow.
* Investment Research & Due Diligence: Generate long-term income,
maximize growth, and minimize risk by building a diversified mutual
funds portfolio. Achieved a total annualized return of 9.89% in 2012.
* Capital Restructuring: Bolstered payouts 60% over 7 years and
attained >40% YOY returns. Stemmed investment losses and expanded
capital base 7x over.
PAID EXPERIENCE
US AIR FORCE COST ANALYSIS AGENCY, Camp Springs, MD, 2010 -- 2012
Operations Research Analyst
Improved executive planning and decision-making, clarifying the
operational expenses and risks of automated information and weapons
systems. Defined data sources, formulated analytical methodologies,
and performed mathematical/statistical calculations. Reported
findings to senior management and supervised Junior Analysts.
* Cost Structure Methodology: Strengthened agency expense analysis
by revamping cost structure methodology model. Increased the accuracy
of cost reporting and forecasts by developing databases of historical
cost details on programs, system hardware, and software.
SERCO/BRANDON/NORTHROP GRUMMAN/WORLD BANK/HOLLISTER/US COAST GUARD,
Washington, DC, 2007 -- 2010
Senior Finance & IT Analyst
Directed finance programs for federal agencies and defense contractors.
Evaluated client needs in tandem with on-site staff, defined project
scope/deliverables, and implemented project plans. Devised budgets,
forecasts, and statistical process controls and conducted quantitative
analysis. Trained client personnel on finance best practices.
* Budget Development & Management: Increased the Coast Guard's budget
spend rate through preparation and oversight of $16M in IT services and
equipment. Identified discrepancies, resolved finance and accounting
issues, and hastened transaction processing/fund obligation. Coached
managers on budget management.
-- Achieved the highest disbursement rate of any Coast Guard unit by
distributing funds to mission-critical initiatives/vendors. Reduced
outstanding obligations, trimmed unnecessary spending, crafted 5-year
spending plan, and boosted spend rate in alignment with agency spending
priorities.
-- Processed 6 months of unpaid vendor bills for prior fiscal year and
instituted daily cash-on-hand reporting for managers. Repaired
relationship between division management and Coast Guard Comptroller,
established budget management best practices, and ensured future
accountability.
* Capital Markets Analysis: Streamlined World Bank Group treasury
operations and the processing of $70B in derivatives transactions.
Initiated swap valuation methods and yield curve analysis for capital
markets.
-- Valued currencies and interest rate swaps/swaptons and assessed
collateral exposure and margin positions. Investigated and reconciled
counterparty, cross-currency swap accounts.
-- Authored a financial analysis and data validation user manual and
reporting risk and performance attribution to senior management.
* Risk Management Analytics: Enhanced the accuracy of discount cash flow
models for Hollister Group by conducting valuation and risk management
analytics on a high-yield, below-investment-grade CMBS, MBS, and CDO
mortgage derivatives.
UNITED STATES DEPARTMENT OF COMMERCE, Alexandria, VA, 2001 -- 2007
Business Methods Banking & Finance
Rendered initial approval/disapproval opinions on patent applications
by finance leaders such as Goldman Sachs, Morgan Stanley, Citigroup,
Bank of America, Bloomberg, Merrill Lynch, Credit Suisse, Lazard, and
JP Morgan.
* Intellectual Property Analysis: Set the stage for patent issuance to
the American Stock Exchange for actively managed exchange traded funds
(ETF). Researched and analyzed business method patent applications and
authored first-round recommendation.
EDUCATION
MS in Finance -- JOHN HOPKINS UNIVERSITY, Baltimore, MD
MS in Information Systems -- AMERICAN UNIVERSITY, Washington, DC
BA in English/Economics -- GEORGE WASHINGTON UNIVERSITY,
Washington, DC
* Completed BA studies predominantly at Bryn Mawr College before
transferring to GWU.
TECHNICAL SKILLS
Operating Systems:
Microsoft Windows XP Sun Solaris UNIXLanguages:
C++ Oracle SQL Java UML XML VBA Use Case
Diagrams Test Cases Swim Lane Charts Applications:
Bloomberg Analytics Tradebook Yieldbook MatLab
Crystal Ball SAS SPSS EViews STATA Advent Princeton
Financials SunGard FirstCall Factset Portia Erwin Case Tool
Summit Treasury Management Microsoft Word, Excel, Visio, Access,
& PowerPoint
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