Financial Analyst Customer Service

Mikhail Trukshanin

**** ***** **, #*** *******, Texas, 75043

Email: *******@*****.*** Cell: 918-***-****

Profile

Highly motivated Chartered Financial Analyst (CFA) Level III candidate who holds an MBA degree concentrated in finance, MS degree in finance and currently pursuing MS degree in Accounting. Experienced in performing detailed financial analysis, evaluation, and reporting for business partners. Past job responsibilities include financial analysis, customer service, financial and business management, sales and marketing management, and management analysis. Fluent in English and Russian.

Education

Chartered Financial Analyst (CFA) Level III candidate (2018)

Texas A&M University-Commerce

Master of Science in Accounting (anticipated graduation - December 2018)

University of Texas at Dallas

2016 Master of Business Administration

2016 Master of Science in Finance, concentration Financial Analyst

GPA - 3.54

Member of Financial Leadership Organization

Oral Roberts University

2012 Bachelor of Science Degree in Recreation Administration. Minor – General Business

GPA 3.41

Professional Experience

Trade Group, Carrolton Texas (June 2017 – present)

Finance Summer Analyst

Conducted quantitative analysis of financial data to forecast revenue, identify future trends, and assess risk associated with capital expenditures, acquisitions, and projects. Compiled and reviewed complex data to assess multimillion-dollar accounts and business units.

Developed comprehensive reports, abstracts, and charts to present data and guide investment strategies. Performed ad-hoc analysis and reporting.

JP Morgan Chase, Dallas Texas (March 2017 – August 2017)

Pricing Analyst

Worked as a part of the Americas team for asset pricing services departments and clients across multiple regions including WHEM, EMEA, and APAC. The pricing team is responsible for the capture and validation of security prices used by Fund Accounting or the Investment Bank to calculate and submit daily and monthly NAVs subject to time sensitive deliverable deadlines or to price client positions and traders books

Performed daily pricing and validation of all investment assets using Bloomberg Terminal and other sources (Reuters, S&P, etc.) The job tasks included: review of price confirmation collection within department, analyze price movements against market expectations, provide Subject Matter Expert support to downstream teams and clients.

Faulkner Investments, Rowlett, Texas (December 2016 – February 2017 ) Investment Analyst

Helped to work and analyze investments in real estate. Worked with the payments from the clients and supported in valuation of future investments. Helped managing advertising part of the business.

Fidelity Investments, Westlake, Texas (June-August 2016) Administrative Intern, Asset Management

Worked diligently as an integral part of teams and individually in the Asset Management Department at Fidelity Investments (Fidelity).

Performed comprehensive reviews of hundreds of mutual fund reports (annual, semi-annual, prospectus, SAI, etc.) as required by the U.S. Securities And Exchange Commission (SEC).

Analyzed returns of these funds for clients and communicated with clients on a daily basis to ascertain additional fund data that they required, which was efficiently conveyed to them.

Dallas Athletic Club, Dallas, Texas (2011-2012) Tennis Professional and Front Desk

Provided high-level customer service to members of Dallas’ premiere tennis and fitness club; leveraged superior organizational expertise and interpersonal skills to respond to customer inquiries and needs with the highest degree of courtesy and professionalism

Oral Roberts University Aerobics Center, Tulsa, Oklahoma (2010-2011)

Recreation Assistant/Marketing

Fulfilled a critical role that contributed to the success of a broad and deep array of activities at the aerobic center of private university.

Achievements and Recognition

Honored as Best Graphic Designer at Aerobics Center, Tulsa, Ok

Most Valuable Player at Oral Roberts University tennis team 2010, 2009

NCAA Division 1 Summit League Conference Champion 2010

Honored as All Summit League player 2010, 2009

Volunteer experience – Helped to build and paint playground equipment at Boys and Girls Club in Fort Worth. Spent time and played educational games with at-risk kids.

Finance and Business Projects

Financial Analyst and Business Valuation

Used strategies described below to analyze and value companies in over 100 Harvard Business Review cases as well as Valuation and Private Equity contests.

Analyzed firm’s accounting performance using multiple cross-sectional (added hyphen) financial ratios analysis of different companies to identify liquidity, credibility and risks.

Developed pro forma financial statement by using historical data of the company, current macroeconomic conditions, analysis of company’s conference calls and management issues.

Conducted valuation of the firm using Rosenbaum and Pearl DCF, LBO, Trading Comparable, Transaction comparable models. Also, used Dividend, APV and Liquidation models.

Investment and Portfolio management

Analyzed and interpreted historical stock market data of many major exchanges and indices like NASDAQ/NYSE/S&P 500/FTSE100. Also analyzed emerging markets EAFE/EM

Valuation and Private Equity contests

Participated in 2015 UTD Valuation contest to present analysis of recent M&A transaction of Roche acquiring Foundation Medicine

Participated in 2016 UTD Private Equity LBO contest presenting possible leveraged buyout of American Eagle Outfitter

Other Experience

Technical Skills: Microsoft Office (Word, PowerPoint; Excel), Bloomberg certificate, Capital IQ, Reuters Eikon

Other Skills: Strong Communication, Leadership & Organizational Skills

References available upon request.

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