Financial Analyst
Resume:
Aurelio Carrillo
Email: *********@********.***
Address: *** ***** *****
City: Gahanna
State: OH
Zip: 43230
Country: USA
Phone: 614-***-****
Skill Level: Entry
Salary Range: $55,000
Willing to Relocate
Primary Skills/Experience:
See Resume
Educational Background:
See Resume
Job History / Details:
Aurelio G. Carrillo, MBA
1293 38th Avenue
San Francisco, CA 94122
*********@********.***
SUMMARY OF QUALIFICATIONS
Financial Analyst and recent MBA graduate with expertise analyzing financial data to cut costs, make projections and provide recommendations in Financial Services, Insurance and Consulting environments. Particular skills in creating financial reports that provide meaningful guidance for decision-making. Excellent communication and presentation skills.
FINANCE EXPERIENCE
CAREWORKS CONSULTANTS, INC., Dublin, OH
Financial Analyst 2008-Present
Analyze workers` compensation claims costs to determine the best savings program for clients by forecasting the premiums savings, and costs, while examining the risks, eligibility and requirements of each program.
Construct the underwriting parameters for the 3 group retrospective rating & 24 group rating program levels that are estimated to offer the highest premium savings to current & prospective clients.
Perform variance analyses to compare the estimated group rates to the actual group rates.
Prepare financial analyses to forecast the impact of various claims management techniques including salary continuation, settlements and handicap awards on future rates and premiums.
Maintain data analysis and advisory responsibility for 6,000 clients across various industries.
Identified discrepancies in data and accounting processing by the Ohio BWC that recovered over $100K in due refunds.
Create key performance measures for client accounts that facilitate and streamline decision-making.
Generate quarterly financial reports that analyze the performance of retrospective rating programs and forecast three annual future refunds.
CITIGROUP, INC., Columbus, OH
Mutual Fund Accountant 2006-2008
Distributed mutual fund performance data to internal and external business partners.
Balanced and reconciled cash balance & security holdings of the fund with mutual fund custodian.
Prepared financial statements, portfolio turnover reports, review of SEC yield calculations, preparation of regulatory filings including schedule of investments for, year-end tax reporting.
EDUCATION
THE OHIO STATE UNIVERSITY, Fisher College of Business, Columbus, OH
Master of Business Administration 2012
Specialization in Corporate Finance; WPMBA Executive Council Secretary
OHIO UNIVERSITY, Athens, OH
Bachelor of Business Administration and Bachelor of Arts 2006
Finance and Psychology ; Global Leadership Center Certificate
RELATED FINANCE PROJECTS
Fundamental equity and price multiples valuation analyses of Comcast Corporation for Student Investment Management class
Forecasted the financial outcomes of four recommendations made to Cardinal Health to increase overall company value for Integrated Business Cluster class
FINANCIAL SOFTWARE SKILLS
MS Word, Excel, PowerPoint & Access; Hyperion Essbase, PeopleSoft Financials
Contact this candidate