Management Sales

JEREMY GRAHAM

New York, NY ***** **********@*****.***

FINANCIAL ANALYST

Tenacious, analytical and results-oriented financial strategist with extensive experience in investment analysis,

risk management and corporate finance for Fortune 500 and small businesses alike. Comprehensive

knowledge of modern portfolio theory and investment analysis. Keen ability to analyze and solve problems,

generate profitable leads, make proactive decisions and engineer complex financial models. Solid track record

of developing and implementing innovative automated financial systems, easing corporate financial processes and

increasing productivity.

Financial Analysis Investment Management Econometrics Research Corporate Strategy & Finance

Risk Management Analytics & Quantitative Finance Forecasting Budgeting P&L Management

Financial Modeling Sales & Marketing Project Management Strategic Planning Business Development

KEY CAREER ACCOMPLISHMENTS

Masterfully improved operations and results of corporate finance team for Macy s Merchandising

Group via implementation of forward looking financial analytics, financial management processes and

cost savings methodologies. Efforts yielded a top-line growth of 1.5% along with a 15.7% increase in

divisional margin, more than any other individual or team within the organization.

Devised and implemented compliance monitoring tools capable of identifying and correcting errors at

Macy s Merchandising Group, immediately realizing $50MM improvement within first 3 months of

tenure.

Earned praise and recognition among elite wealth management performers at Milkie Ferguson

Investments, Inc. for identification and craftsmanship of key business partnerships, successfully

generating 300% revenue increase and growing organization by 200+%.

PROFESSIONAL EXPERIENCE

MACY S MERCHANDISING GROUP, NEW YORK, NY 2008 - Present

Senior Manager, Financial Planning & Analysis, 2010 Present

Champion financial planning and analysis activities on behalf of this private label and private branded

merchandising group accounting for 19% of total Macy's sales - amounting to about $4.3B at retail.

Additional accountabilities include forecasting, budgeting, modeling, payroll and other related areas.

Formulated analytics to identify risk exposures ahead of fundamental catalysts; creating immediate

savings of $2.5MM annually with future projected savings growing at 26% annually for 5-years.

Cultivated data analysis system from ground up with custom financial models, successfully providing

sensitivity assessment, ROI, risk analysis and propelling more precise forecasting, improved budgeting

and increased efficiencies.

Initiated and managed numerous budgeting and planning process improvement projects, enhancing

both productivity and data integrity and saving 200+ labor hours annually.

Manager, Financial Planning & Analysis, 2008 - 2010

Provided financial leadership by performing financial analysis, forecasting and managing capital budget in

excess of $300 Million.

Continued

JEREMY GRAHAM Page 2

**********@*****.***

Facilitated change in firm s mindset on financial management, migrating from historical trending basis

to utilization of forward looking financial analytics which uncovered new opportunities and potential

downfalls and eased strategic planning process for management.

Effectively managed the fiscal planning and reporting process through considerable conversion as

corporate management restructured and consolidated several operating divisions.

Hand-selected by CEO to serve on task force charged with efficiency and productivity improvement.

MILKIE FERGUSON INVESTMENTS, INC., DALLAS, TX 2001 - 2007

Senior Vice President, 2003 - 2007

Earned rapid promotion through increasingly responsible positions to lead operations and accounting efforts

for this $10MM, 50+ employee full service investment firm with $1.1B+ in assets under management.

Responsibilities included portfolio management, financial planning and analysis, financial modeling, P&L

management, reporting, decision support, strategic planning, change management and continuous process

improvement.

Grew distinguished client portfolio from 0 to 150+ clients in first year of tenure alone.

Reengineered finance, accounting and administrative functions for firm, streamlining operations,

improving efficiencies and heightening productivity.

Devised intuitive early warning system via creation of internal ratio analysis system capable of

producing customized and accurate financial reporting of past, current and future data. Initiative

minimized risk exposure for firm and prevented negative repercussions.

Investment Representative/Management, 2002 - 2003

Promoted to perform financial research and analysis functions and provide key client consultation for firm.

Multifaceted accountabilities included investment analysis, portfolio management, sales, client relations,

market and economic analysis, budgeting, forecasting, payroll and financial modeling.

Streamlined efficiencies and vastly improved financial operations through design and integration of

new applications and sales systems including customized sales reporting tools.

Operations Specialist, 2001 - 2002

Entrusted to oversee investment operations including new account management, trading, settlements,

reporting, cash management, check deposits, transfers, margin measurement, client relations and project

management.

Significantly improved financial reporting processes, data integrity and overall productivity via

development and implementation of sales analysis, budgeting and business planning reporting tools.

Automated daily, monthly and annual commission statement processing and reporting substantially

shortening distribution timeline and enhancing process.

CAREER NOTES: Order Desk Operator/File Clerk MILKIE FERGUSON INVESTMENTS, INC.

EDUCATION & CERTIFICATION

BBA - Finance, University of Texas, Dallas, TX

Certificate Program in Financial Planning, Southern Methodist University, Dallas, TX

Series 7 and 63 Licensed Inactive

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