Management Financial

BORIS GOTZEV

*** ***** ******, ******* **, Canada M4J-2J3; 647-***-****; *******@*****.***

SUMMARYVery strong financial analysis, data analysis, and communication skills; highly proficient in Microsoft OfficeExtensive experience preparing financial statements and analysis in Excel; presentations in PowerPointConsistently able to streamline efficiency & improve process executionVery proactive, able to work independently and strong team player

PROFESSIONAL

Financial Analyst, Spartan Fund Management (Toronto, Canada) Nov 2011 – Jun 2012Implemented process improvements; took initiative to develop financial models in Excel that data-mine specific parameters for improved management decision making (with over 1000+ inputs)Streamlined efficiency by building centralized database in Excel utilizing data-mining, data manipulation, and financial modeling to track relevant metrics (i.e. NAVs, balance sheet ratios, expenses)Used pivot tables and vlookup statements to effectively summarize output data for managementUtilized vlookup statements and VBA to automate daily/weekly repetitive tasks for extensive data management spreadsheets in Excel Prepared business plan and financial analysis for new business strategiesPrepared monthly financial report on all business unit performance Prepared statements with detailed breakdowns of investment portfolios Prepared weekly charts, tables, and written commentary on financial analysis of investment portfolioDeveloped automated spreadsheet model in Excel to track the NAVs of hundreds of investment portfolios Provided daily written summary on assessed performance of various business strategies

Financial Analyst, Ross Smith Asset Management (Calgary, Canada) Jan - Jul 2010Performed daily analytical decomposition of the investment portfolio on hundreds of assets Prepared daily forecasts of revenues, expenses, and expected return on investmentPrepared daily charts, tables, and written commentary on financial analysis of investment portfolioTook initiative to write concise commentary on daily business & market summary to improve communication and transparency with management Identified ineffective costs in business execution – implemented process reducing business unit expenses by 25%Investigated and resolved expense report discrepancies between accounts Conducted bi-weekly budgeting forecasts and cash flow planning; transferred revenue figures, expense reports & other account activities into spreadsheet model for more effective financial planning

EDUCATION

International Bachelor of Business Administration (Finance & Accounting Specialization)

Schulich School of Business, York University, Toronto, Canada Class of 2009

GPA: 7.8/9.0 (Equivalent to A average)

Study Abroad: VSE School of Economics, Prague, Czech Republic Jan - May 2008

CFA Level 1

Canadian Securities Course

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