JAMES R. CONAWAY
Professional Profile: Business/Data Analysis
Highly experienced analytical professional; inspiring people and organizations to act through a strategic approach in meeting identified goals. Professionally aggressive and persistent in pursuit of the firm’s objectives using solid interpersonal and communication skills in building alliances.
Areas of Expertise:
Predictive & Competitive Analysis Financial Modeling
Equity & Capital Markets Business Development
Risk Analysis Data Visualization
Computer Skills-Certified: Word, Excel, Advanced Formulas-Excel, PowerPoint, Access
Computer Skills-Proficient: Factset, Microsoft Power BI, Microsoft Project, Tableau, SQL
Sabbatical-Academic : 2015-Present
2017: Coursera Independent Study:
Wharton-University of PA
Spreadsheets and Modeling: FBHWR4NUU7TL
Modeling Risk & Realities: L23BYHKWZNFJ
Rice University, TX
Applications of Hypothesis Testing/Confidence Intervals: LXJ6MRFJUJ
Linear Regression for Business Statistics: D5R7M56EZKGL
University of California Davis
Fundamentals of Visualization with Tableau: F7Y5PVAGYRX5
John Hopkins University, MD
Data Scientist Tool Box: DKWQ3PSWYJR6
2016: Coursera Independent Study:
Wharton-University of PA
People Analytics: 8J939X5WRDMV
Customer Analytics: 9QYH3VN6U5P9
Operations Analytics: JDAYBWP6CA6H
Accounting Analytics: KBXCCE59X8GZ
Fundamentals of Quantitative Modeling: 86C227XHDEMC
Duke University, NC
Business Metrics for Data-Driven Companies: GT5M6DDMDUDZ
Data Visualization and Communication with Tableau: MXBNWSMYXMFD
Rice University, TX
Introduction to Data Analysis using Excel: 9L9FJHQASN6
Data-Statistical Distributions & Business Application: UL53JD76GQJ9
2015: New Horizons Computer Training & Certification
Microsoft: Excel Parts 1, 2, & 3/Access Parts 1 & 2/Project Parts 1 & 2
Data Analysis with Pivot Tables
Data Analysis with Power Pivot
Data Mining-Predictive Analysis-Analysis Services
Introduction to Agile Methodology
Project Management Body of Knowledge-PMP
Triad Capital Group, Richmond, VA 2010-2014
In a restrictive lending environment, successfully sourced funding for the renovation of Commercial Real Estate (CRE) in Richmond, Virginia. Collaborated with the James River Community Development Corporation and the Small Business Administration (SBA) for said funding.
Modeled pro-forma data for negotiations with S.L. Nusbaum for the acquisition of a highly coveted retail space for a wine shop in Williamsburg, Virginia. Client successfully acquired property.
Alternative investment: Performed due diligence on farmland located in Missouri used for collateral held for private note. Primary research focused on water rights of said property. Client secured a 7% interest only note with a three-year call collateralized by subject property.
Capital Asset Management, Inc., Richmond, VA 2006-2010
Director of Research
Designed weighted Value at Risk (VaR) and internal rate of return (IRR) investment portfolios for high net worth clients utilizing Modern Portfolio Theory (MPT). Selection of investments focused on traditional mutual funds, ETF’s, hedge funds, and non-traditional investments. Portfolio design achieved client’s acceptable risk-adjusted rate of return.
Developed a proprietary reporting system using advanced Excel functions offering detailed risk analysis and financial modeling for quarterly rebalancing presentations.
Completed detailed business valuations using discounted cash flow valuations conducted for potential Merger and Acquisition transactions.
Capitol Insurance Consultants, Inc., Richmond, VA 2004-2006
Vice-President of Development/Strategy
Designed tax strategies using charitable remainder uni-trusts, wealth replacement trusts, and family limited partnerships. As a result, capital gains taxes were reduced in the hundreds of thousands of dollars, client received a charitable deduction offsetting income taxes, and gifted assets were replaced while client maintained control of all assets.
Implemented business succession strategies for family owned businesses using Family Limited Partnership (FLP) offering inter-vivo gifting on a discounted basis. Client’s federal estate taxes significantly reduced while maintaining control of family business. FLP’s also implemented for asset protection purposes.
Progressive Insurance Marketing, Inc., Richmond, VA 2001-2004
Vice-President of Marketing
Using demand and predictive analytics designed target-marketing programs focusing on high net worth clients. Increased client base by 28%.
Implemented a proprietary top-of-mind consciousness drip-marketing program targeting high net worth individuals. Client base increased 33% over a two-year period.
Capital Accounting & Tax: 1997-2001
Business Development/Tax Preparer
Developed tax related marketing plan targeting individuals and small businesses.
Performed bookkeeping operations utilizing QuickBooks.
Prepared & filed Federal Forms 1040’s, 1065’s, & 1120’s.
College of Financial Planning: Denver, CO-Certified Financial Planner (CFP)-Self Study.
College of William and Mary: Business/Government concentration.
Enterprise State Junior College: AA-Business: Phi Theta Kappa.
Chapman College: General Studies-Attended at night
Life & Health Insurance License: Florida & Virginia: Both Active.
Series 6, 22, 63 & 65. All currently inactive.
“250% ROI: A Journey into Predictive Analytics”.
“Gaussian: The Abnormality of Normality”.
“NIRP: The Death of Financial Modeling”.
“Velocity of Money: Predictive or Tail Risk”.
“Dodd-Frank: Fool Me Twice”.
“Derivatives: Tick Tock, Tick Tock”.
Explosive Ordnance Disposal (EOD): Army bomb squad. Attached to Secret Service.
Nuclear Emergency Response Team (NETEX) member.
Air Traffic Controller (ATC): Rated tower controller Cairns Army Airfield.
Rotary Wing Flight School: 85 hours flight time in TH55. 60 hours Flight time UH1 Iroquois.
Security Clearances: Top Secret Background Investigation (TSBI) -Critical Nuclear Weapon Design. Information (CNWDI), Communication Security (COMSEC)-All debriefed.