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Financial Analyst II

San Francisco, California, 94109, United States
February 18, 2018

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Senior Financial Analyst

Litigation Consulting Management ~ Project Administration ~ Client Relationship Management

Financial Statement Analysis ~ Business Valuations ~ Market Research

Qualifications Profile

Goal-driven and analytical professional with broad-based experience in providing financial and economic consulting services; complemented with solid expertise in accounting functions, financial analysis and forecasting, risk management, budgeting, and client billing.

Recognized for possessing big-picture vision in creating and implementing business strategies; identifying and addressing business requirements; assessing complex financial information; as well as delivering positive results in various business functions. Equipped with proven effectiveness to formulate customized solutions; analyze procedures; and execute process improvements to consistently ensure compliance with company policies and other regulations, such as the Sarbanes Oxley Act (SOX). Highly effective operations leader and consultant; armed with well-defined financial acumen and well-honed communication, problem-solving, and presentation skills. Technically proficient with Microsoft Office Applications (Word, Excel, PowerPoint, and Access) and Salesforce.

Relevant Experience

Navigant Consulting Inc. § San Francisco, CA

Managing Consultant 2004–2009

Spearheaded project teams in gathering and analyzing information, drafting expert reports, creating exhibits and documentation, and preparing experts for deposition and trial appearance to secure favorable decisions for commercial litigation involving alleged patent infringement, breach of contract, bankruptcy, class action disputes and forensic accounting

Monitored and ensured completion and accuracy of project teams’ daily tasks, which included project budget development and client billing

Served as the focal point of contact to clients, while establishing and strengthening productive client relationships and building customer trust

Facilitated a training program for new consultants and created presentations detailing the processes for generating documentation, analyses, expert reports and testimony, which resulted in a subsequent assignment to design a corporate training manual to be used in all North American offices

Effectively carried out key functions, which involved the following:

Compilation and execution of financial statement analyses, valuations, and market research;

Determination of the accuracy of forecasts and budgets to actual company performance; adjusted expectations as necessary to project future performance;

Evaluation of comparable products, companies, technologies, the impact of alternatives, and manufacturing and marketing capabilities;

Assessment of analyst reports and compilation of other relevant third-party industry information to support valuation findings; and

Communication of clear and concise findings in the text and spreadsheet exhibits of expert reports and on slide deck presentations used during executive meetings and trials

Played a significant role in the development and scope expansion of a project through offering additional services and value, which led to a strong, long-term client relationship and subsequent engagements for over 2 years

Employed keen attention to detail in examining a large sub-prime loan provider and analyzing loan securitization accounting, economic factors, and management decisions to identify the cause of bankruptcy, leading to the conclusion that all of the company’s loan loss provisions were depleted due to continual economic decline

Earlier Positions Held:

LECG Corporation § Chicago, IL

Senior Consultant 2002–2004

Navigant Consulting, Inc. § Chicago, IL

Consultant 2000–2002

Other Experience

Wine Jar § San Francisco, CA

Head Bartender 2017–Present

SmartShoot, Inc. § San Francisco, CA

Production Coordinator 2017

Cellar Door Wine Bar § San Francisco, CA

Manager Head Bartender 2014–2016

Indiana University § Bloomington, IN

Teacher’s Assistant 1997–1999


Bachelor of Science in Business, with Concentrations in Finance and International Business

Indiana University, Bloomington, IN, USA

GPA: 3.8 Faculty Scholarship Award Recipient

École Superieure de Commerce, Rouen, France

Coursework in International Finance, European Economics and Euro,

Management across Cultures, Accounting, and French History and Culture

Professional Development

Chartered Financial Analyst Level I Examination (Completed)


Recipe Developer, Writer and Caterer, Self-Employed, San Francisco, CA 2011–2014

Volunteer, ForageSF, San Francisco, CA 2011–2014

Volunteer, Raphael House, San Francisco, CA 2011–2014

Traveled and Lived Abroad, London, UK 2010

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