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Project Manager Financial Analyst

Seguin, Texas, 78155, United States
January 18, 2018

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Karl J. Marbach

**** ******* **** ****** ** *****

H 210.***.**** •

Qualifications Summary

Results-driven Financial Analyst with background in vendor and project management. Work experience implementing contractor consolidations and deploying invoicing solutions for Hewlett Packard Enterprise.

Proven history of being quick and adaptable worker, capable of managing teams with a wide variety of skill sets.

Experience working in a large corporate environment as well as for a small financial firm.

Effective communicator with experience working with teams from all over the world.

Professional Experience

Financial Analyst and consultant – August 2017 – present

Portia Capital Management, Fort Worth, Texas

Analyzed prospective investments, managed IT compliance, pursued customers on behalf of the firm as a registered representative, assisted with marketing strategy development, worked to build partnerships with outside accounting and real-estate development firms.

Project Manager – August 2016 – August 2017

Hewlett Packard Enterprise, Plano, Texas

Worked on projects for OM&C (order management and care) relating to invoicing solutions and disputed invoice resolution, including a vendor consolidation project with projected savings of $400k annually. Also worked on streamlining invoice creation and distribution in South America.

Summer intern – May 2016- August 2016

Hewlett Packard Enterprise, Houston, Texas

Worked as a financial analyst for IT compliance on a project to reduce the number of contracts used for the companies invoicing solutions. Due to my performance I went on to work as a project manager for the company after my internship was completed.


MS suite and variety of other computer tools including SharePoint and Visio


Michelle P. Connell, CFA, Portia Capital Management

Phone # 619 ***-****


Ellie McDonald, Manager at Hewlett Packard Enterprise


Beth Berry, College Professor


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