Financial Analyst Management
Resume:
Lewis DeLosa, CFA, CPCU
** ********* ******, ****** ****, NJ 07307
*******@******.**.***
Professional Summary
Achievement-driven Financial Credit Analyst with a demonstrated history of producing accurate and timely reports and industry research.
Highlights
Understanding of capital markets
Valuation and credit analysis experience
Financial modeling capability (VBA Experience)
Familiarity with risk management concepts
Detail oriented with polished communication skills
Work History
A.M. Best Company Oldwick, New Jersey
Financial Analyst August 2015 – Present
Cover a portfolio of 30 insurers in the Property/Casualty segment
Conduct financial analysis (strong understanding of GAAP and Statutory Accounting)
Analyze investment portfolios, which include fixed income, equities, and alternative investment holdings (knowledge of investment management)
Perform stress tests and scenario analysis (understanding of VaR and confidence intervals)
Assess company business plans and the impact of mergers/acquisitions
Perform industry benchmarking to compare portfolio companies to other peers
Demonstrated clear communication skills by presenting overall analysis to a rating committee to determine an insurer’s credit rating
Monitor relevant market and industry developments to write a number of special reports
Co-creator of Analytical Development Program Mentor of multiple associate analysts in the program.
A.M. Best Company Oldwick, New Jersey
Associate Financial Analyst March 2014 – August 2015
Worked with analysts and management in the personal lines division of the Property Casaulty Ratings Department
Reduced overdue credit ratings in the department by 50%
Developed credit rating recommendations, internal/external presentations, and special reports
Covered a small portfolio of companies and produced issuer credit ratings
Prepared financial pages for presentation to senior management.
Education
Graduation Date: May 19, 2013
Bachelor of Business Administration: Finance
University of Notre Dame, Dame, Indiana
GPA: 3.6
Certifications
Chartered Financial Analyst (CFA) (August 2017)
Chartered Property Casualty Underwriter (CPCU) (June 2018)
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