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financial analyst

Location:
Lawrenceville, Georgia, United States
Salary:
55000
Posted:
December 13, 2018

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Resume:

Thanh (Tom) Nguyen

**** ******* **** **

Lawrenceville, Georgia 30044

334-***-****

ac7ypu@r.postjobfree.com

OBJECTIVE

To build a rewarding career in the field of Finance.

EDUCATION

Georgia State University, J. Mack Robinson College of Business, Atlanta, GA

Master of Business Administration, December 2016

Overall GPA: 3.55/4.0

Graduated with Honor (Magna Cum Laude)

National Dean List, 5 Semesters (3.5 GPA semester)

Beta Gamma Sigma (Top 10% of senior class)

Georgia State University, J. Mack Robinson College of Business, Atlanta, GA

Bachelor of Business Administration, Finance, December 2012

Overall GPA: 3.73/4.0

Graduated with Honor (Magna Cum Laude)

Georgia State University President’s List, 4 semesters (4.0 GPA semesters)

Beta Gamma Sigma (Top 10% of senior class)

Business Strategy Game Champion in summer 2012 (Top 17th among over 900 global teams with a maximum score of 110)

Relevant Courses: Business Analysis, Advance Corporate Finance, Loan Structuring, Cost Accounting, Managerial Accounting, Macroeconomics, Microeconomics, Strategic Management, Global Portfolio Management, Operation Management, Risk Management, Calculus 3, Statistics.

EXPERIENCE

Shayla Nails & Spa LLC Oct. 2014 – Present

Finance Manager

Established a Limited Liability Company for a newly start-up business.

Filed and maintained documents including tax, legal forms, and occupational licenses.

Developed financial models to maintain inventories, employees, and customers’ records.

Kept track of revenue and expense through Excel spreadsheet.

Provided operating analysis and P&L statement through Excel’s Pivot table and Tableau’s dashboard.

E*TRADE Financial LLC May. 2013 – Aug. 2014

Financial Broker

Provide account specific solutions to customers’ financial needs (Investing, Retirement, and E*TRADE’s products educations etc.)

Answer customers’ inquiries regarding trading, technical trading platform support, specific regulations, and account details etc.)

Provide excellent customer service based on performance reviews.

Top performer in Series 7 training course in summer of 2013 at E*TRADE.

Among top three producers in generating leads and discovering new assets for E*TRADE among incubator class of summer 2013.

Wells Fargo Sept. 2011 – Sept. 2012

Teller/Banker

Conducted various types of transactions for clients (volume of over 150 transactions daily) with 98% accuracy.

Worked with Bankers to recommend and refer customers to many financial products offered through Wells Fargo.

Top Teller in North Atlanta Market Award at Wells Fargo for the second quarter of 2012.

Achieved Top Seller- Gold status for 3 consecutive quarters since joining Wells Fargo (refer over 500 solutions from April to June 2012.)

Provide outstanding customer service (100% score for Customer Service Satisfaction Survey from Gallup).

Promoted to Personal Banker before leaving on good status.

Apollo Capital Management Inc. Aug. 2010 – Sept. 2011

Intern

Worked with manager to fill stock trading orders (average 10 trades daily.)

Reviewed monthly and quarterly balance sheets, income statements, and cash flow statements.

Evaluated performances of each investment through quantitative analysis (return on investment, return on assets, and other financial ratios and measurements.)

Perform time series analysis and simulations for each investment using Excel. (Vlookup, pivot table, goal seek, and other functions.)

Maintain database of trading orders using Access (Relational database.)

Metro Brokers/GMAC, Duluth, GA Dec. 2007- Aug. 2010

Realtor/Administrative Assistant

Independently searched files, maintained records, compiled information from clients in Excel database (Maintained record of over 5000 clients for Broker).

Initiated outbound and answered inbound calls for Broker (average 40 calls per day).

Conducted market research to compare properties’ values. (Broker Price Opinions)

Created professional networks with local businesses to provide complete solutions for clients (insurances, property inspections, taxes, loans…).

Achieved 98% score on client’s satisfaction surveys.

SKILLS

Bilingual: English/Vietnamese.

Efficient at using Microsoft Office.

Power user of Excel (Pivot table, V-lookup, Dashboard etc.) and Tableau software.

CFA Level I candidate



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