Glenside, PA *****

610-***-****

linkedin.com/in/mshokin/

ac0m6j@r.postjobfree.com

Mikhail Shokin, CFA

Dedicated finance professional with strong academic and industry background in financial modeling, spreadsheets, data mining and BI tools, comfort with a variety of technologies and keen interest in learning new ones.

Strong quantitative, communication, interpersonal, and problem-solving abilities.

Professional Experience

Co-founder, bondz.com Glenside, PA 2010 – 7/2016

As a financial consultant, performed analysis for startups and early-stage companies, including NPV, IRR and discounted cash flow calculations, “what-if" scenario-based and detailed operating models; analyzed the variances in actual and forecasted revenues and KPIs; presented FP&A findings to senior managers and investors; completed multiple ad-hoc projects as requested by customers.

Financial Analyst, Richwise Transportation Inc Yardley, PA 2001 – 2010

Financial analyst (contract position) with a major regional freight broker // carrier - structured credit arrangements, interacted with collection and credit agencies, carried out all risk management procedures, including dealings with insurance carriers, cargo claims processing and resolving liability issues.

Associate (Equity Research), ING Barings LLC New York, NY 2000 - 2001

Associate, US Equity Research, reporting to Senior Analyst // MD - developed and updated valuation models and operational metrics of covered companies; wrote draft company and industry reports and First Call notes; interacted with sales, bankers and companies’ management. Series 7 and 63.

Analyst, Investment Technologies LLC New York, NY 1999 - 2000

Analyst with a small consulting business that designed and tested customized stock trading systems - monitored, collected and analyzed industry trends, metrics and data; created reports and performance evaluation presentations; developed and updated financial models, cash flow projections and valuation forecasts.

Education

Postgraduate Diploma in Public Finance, SOAS London, UK 2010 - 2011

MS in Corporate Finance, Baruch College, CUNY New York, NY 1997 - 1999

Diploma in Management, Open University Milton Keynes, UK 1993 - 1996

Related Activities

Developed and was the first to teach the “Spreadsheet Modeling of Derivatives Trading” MS Excel class at NYU’s School of Continuing and Professional Studies

For several years, authored a weekly column on investment opportunities in Russia in The Mining Record, a leading US mining publication

Also worked with brain-damaged children at the IAHP (http://www.iahp.org/) as part-time medical interpreter (RU-EN, EN-RU: written, voiceovers, sequential and simultaneous)

Outside consultant with Gerson Lehrman Group (Accounting Council)

Training & Certifications

- CFA charterholder

- United Nations class on Public-Private Partnerships and infrastructure concessions

- Six Sigma Green Belt trained (final certification pending ASQ exam)

- Numerous other classes in technology and financial analysis taken in the US and UK

Affiliations

NYSSA // CFA Institute

Society of Quantitative Analysts

Transportation Research Board

Association of Internet Researchers

IT Skills

Microsoft Excel, Word, Powerpoint, Bloomberg, FirstCall, vTiger, BaseCamp, HootSuite, MailChimp, mySQL // phpNyAdmin, MemSource, Google AdWords // Analytics, QlikView, Minitab and numerous other titles

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