Financial Analyst

EMPLOYMENT HISTORY

Tyco – Security Systems Company 2015 – Present

Senior Financial Analyst

- Lead the team of Financial Analysts in the development of best practices for the purpose of efficient use of Excel in preparing regular and ad-hoc reporting

- Significant use of Oracle, Hyperion, and Essbase for Income Statement, Balance Sheet, SG&A, and Cash Flow forecasting

- Build and Maintain proprietary financial models for the purpose of budgeting, forecasting and variance analysis

- Track weekly, monthly and yearly trends for Revenue, Capital Expenditures, Operating Expenditures, as well as Cash Flow

- Assist in the asset capitalization process, providing financial insight for the purpose of Forecasting and Budgeting

- Investigate, Identify, Explain, and Resolve root causes for significant performance variances from previous Budgets and Forecasts

- Resolve inconsistencies in the calculations of key performance metrics and indicators between Oracle, Hyperion, and Essbase for the purpose of developing uniformity in the presentation of results to the Executive Team

- Provide Ad-Hoc analyses as requested by Executive Team for further insight into results and for potential identification of new necessary analyses to be performed regularly by the FP&A team.

ACCOMPLISHMENTS

Assisted in identifying inflated Forecasts from previous year's Budget and adjusting it to be more in line with realistic targets

Developed more efficient standardized methods of conducting several analyses saving time and resources during close period

Aeroturbine – Aviation Asset Trading Company 2012 – 2015

Financial Analyst

- Currently build Financial Models used for Forecasting, Budgeting, and Asset Valuations

- Extensively use Microsoft Excel Pivot Tables, Vlookups, and Sumif formulas for Income Statement, Balance Sheet, SG&A, and Cash Flow forecasting

- Maintain an awareness of the need for accurate and concise Financial Models that can be used by Managers of all disciplines

- Track daily performance of Revenue, Gross Margin, and Inventory against Forecasted Parameters for management awareness of developing trends

- Build, Maintain, and update Sarbanes Oxley internal control Models for assurance and attestation of inventory valuation and devaluation

- In depth Excel usage for the building and maintenance of data trend graphs and performance models that highlight variances between actual performances and forecasted benchmarks

- Build, maintain, and distribute presentation of Graphs and Tables through PowerPoint to Executives and the Board of Directors

- Preparation of any and all Ad-Hoc requests by upper-management for unique views of historical financial data, trends, and performance

ACCOMPLISHMENTS

Mastered the ability to effectively take 100,000 lines of data and summarize it into simple user-friendly reports that are used by upper level management on a regular basis

Built the financial models which are used for the daily reporting of over a Quarter of a Billion dollars of Revenue/Gross Margin and the performance of nearly Half of a Billion dollars’ worth of Inventory.

Effectively built and maintained the Sarbanes Oxley Internal Inventory Control Mechanism that has proven to be full proof for the past two years.

Imperial Finance and Trading – Boutique Financial Institution 2011

Portfolio Pricing Analyst

- Used specialized financial models in conjunction with structural component analysis to price potential portfolio investment products for the Life Finances department

- Modified and improved existing pricing models for submittal to sales and management in the Life Finances department

- Tracked and reported on loan funding’s and allocations

- Monitored rating agency reports and updates of insurance carrier financial strength

- Contributed to special projects for executive management such as data management, scenarios for pricing parameters, presentation assistance and ad hoc financial analysis

- Generated financial projections for prospective lenders and investors

-Performed reconciliations, aiding with audits, and data management for financial reporting and analysis

ACCOMPLISHMENTS

Learned and mastered the ability to use the proprietary financial models in Microsoft Excel to fully re-engineer both premium finance and life settlement policies.

Saved the company over $10 million by correctly using financial modeling to re-engineer policies that were in danger of lapsing and being of no value.

Saved the company over $50 million by identifying problems within the pricing model that would have leading to portfolio investments with incorrect prices for a given IRR.

Carnival Corporation – Global Cruise Company 2010 –2011

Assistant Corporate Financial Planning Analyst

- Maintained and/or created standard report files for monthly forecast, annual budget, and weekly bookings reports

- Regularly supported the preparation of forecast variances while contributing to preparation of summary analysis

- Supported of Global Accounting and Reporting team in loading and reporting of data each month

- Contributed to the management and implementation of changes to segment reporting for the SEC

- Prepared quarterly corporate planning and analysis presentations for Board of Directors

- Prepared reports to serve as support material for quarterly conference calls with Wall Street analysts

-Contributed to drafting of 5 year financial projection while maintaining the models necessary to generate this projection

ACCOMPLISHMENTS

I was given a raise based on my performance

Assured that the CFO and CEO were aware of variances in bookings on a daily basis

Prepared and delivered all Power-Point Presentations used for the Board of Directors presentations for each Quarter-End.

Assured that the VP of Corporate Financial Planning and Analysis was prepared to answer questions pertaining to the financials on each quarterly conference call by preparing reports to support the information being conveyed by the CFO.

CANI Financial - Hedge Fund 2008 - 2009

Junior Financial Analyst

- Conducted fundamental research and analysis on economic events and their influence on price fluctuations in the spot currency market

- Reported impacts of market research and trends to executives and traders detailing potential risk associated with given economic environments

- Built and updated financial models for forecasting and strategic positioning

- Conducted technical analysis on algorithmically developed trading indicators and validated their accuracy with respect to probability and efficiency of use

-Researched and developed private placement offering procedures, regulations, and documentation

ACCOMPLISHMENTS

Saved the Company over $1 Million by accurately pointing out deficiencies in the trading technology being used.

Saved the Company over $5 Million by using market research to identify periods in which the markets were overly turbulent for our senior level trading team to perform.

Lead a team of junior level analyst through training and grooming for use of the trading technology and trading platform.

Assisted in the execution of Forex trades done in preparation implementation of a highly levered market strategy.

Barclays Capital - Investment Bank Summer 2007

Summer Finance Analyst

- Formulated a collaborative website outlining a consolidated risk and P&L reporting system for the credit derivatives business

- Incorporated the role of vanilla and structured credit derivative products such Credit Default Swaps, Credit Linked Notes, Interest Rate Swaps, and Treasuries to the system

- Conducted interactive information sessions with Assistant Vice Presidents of Debt Capital Markets and FX Sales

- Prepared daily regulatory reports, analyzing variances and initiating corrective actions, for both New York and Miami offices

ACCOMPLISHMENTS

Created a Wiki Page detailing how processes flowed from the Product Control team to the IT team which is still used today.

Learned the inner workings of an investment bank by interviewing executives of diverse disciplines and functionalities.

SKILLS

Computer: Proficiency Tradestation, Hyperion Essbase, Microsoft Office, Adobe Acrobat, HTML, Visio, Expert Choice

Language: Fluency Haitian Creole, English

Competent French

EDUCATION & CERTIFICATIONS

Florida A&M University

Bachelor/Master of Business Administration

School of Business and Industry- Finance Concentration; graduated Cum Laude

Deal Maven

Level I Financial Modeling Certification 2008

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