Mikhail Shtivelman

* ******* **. **** *********, NJ 08816 ac5cw1@r.postjobfree.com

SUMMARY OF

QUALIFICATIONS

Ambitious finance professional with strong track record to deliver top performance.

Dedicated, hard working individual with intercommunication skills to work at all levels of the organization.

Skilled analyzer and problem solver with outstanding statistical and financial skills can identify potential

Investment opportunities and isolate potential problems.

March 2012- Dec.2013 Fidelity Investments Jersey City, NJ

Analyst

Assisted clients on tax related issues for retirement and any investments activity.

Assisted clients by providing analyses on cost basis strategy of various disposable methods for investment activities.

Fixed manually systematic errors (technical shorts and out of balances.

Researched and resolved customer inquiries received.

Oct.2006-Dec.2008 Willis Group Holding New York, NY

Financial Analyst

Monitored expenses to ensure compliance with budgets by performing monthly P&L variance analyses.

Supported and advised senior management on the expense commitment that would comply with margin expansion.

Prepared and analyzed revenue analyses to determine retention rates, new /lost business ratio and accounts in jeopardy.

Monitored and measured producers and business unit’s profitability.

Monitored post transaction performance by measuring its ROE and ROI.

Researched and proposed investment opportunities for business units.

Prepared and presented earnout report to the management for the business unit disposal.

Provided revenue assurance, analysis, forecasting, budget tracking and target monitoring to support key strategic initiatives.

Provide input to monthly business commentary based on actual installs, removals and revenue results.

Develop forecasting models to support strategic agenda, based on internal historic results, industry research, trend & other financial analysis.

Assist in the preparation of the annual budget and annual price increase estimate.

Support the preparation of market, product and customer analyses, including profitability and business development analysis as may be required from time to time.

Perform other assignments requested by the manager.

Oct. 2004 – Oct. 2006 Center for Urban Community Services New York, NY

Budget Coordinator/Business Analyst

Worked directly with CFO, senior staff to establish internal annual expense and revenue budgets.

Prepared financial analyses to monitor and forecast expenses vs. budget, analyzed variances and modify internal budgets when necessary.

Perform comprehensive variance analyses to determine root-cause for each significant variance.

Worked closely with the accounting department to input and maintain accurate budget information.

Prepared financial module for break-even analyses of a company take over.

Jun 2003 – May 2004 Jolly Hotel Madison Towers New York, NY Assistant Controller

Handled the collection and dissemination of financial data, performed trend analyses, and provided management reporting.

Predicted and assessed the impact of financial decision alternatives and recommended actions, as well as ensuring that financial objectives were met.

Participated in monthly meetings with sales department to provide enhanced communication resulting in more precise monthly sales projections.

Prepared and analyzed weekly reports of departmental expenditures and provided results to management.

Assisted controller with preparing budget preparation and reported and projected company’s sales.

Calculated and analyzed company’s monthly contributions to health benefits, pension fund and scholarship fund.

EDUCATION Pace University New York, NY

Bachelor of Business Administration in Finance/ International Business December 2003

Masters of Science in Investment Management/Corporate Finance May 2010

Visual Basic Application Programming March, 2010

Master of Business Administration Finance Part Time

SKILLS MS Advance Excel, VBA Programming, Bloomberg, Stock Val Hyperion, Cognos, MS Power Point, SAS

LANGUAGES Fluent in Russian and Ukrainian

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