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Financial Analysis

St. Petersburg, Florida, United States
May 03, 2019

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Aaron David Jones, MBA, AVA

St. Petersburg, FL 239-***-****

Financial Forecasting Strategic Planning & Analysis Project Management

Strategic, results-driven financial planning and analysis professional who identifies solutions and builds accurate financial projections to drive executive decision-making and future profitability. Specific expertise in margin analysis, expense monitoring and control, sensitivity analysis, and recommendations. Skilled in developing spreadsheet tools and leading the business planning process across affiliate companies. Provides financial reporting intelligence to the top executives.


Financial Modeling Strategic Planning Variance Analysis Data Manipulation Income Statement Balance Sheet Cash Flow Statement Financial Forecasting Business Valuation Economic, Industry Research Budgeting Executive Presentation Project Management Report Writing Advanced Excel, Power Point, Word, and Access

Professional Experience

Allied International Holdings Corporation 2011 – 2018

A property and casualty (P&C) insurance company that writes and serves carnivals, amusement parks, water parks, and other companies in the entertainment industry. Allied, which is now part of AXA XL Insurance and Reinsurance, has $85 million in written premium, eighty employees, and $125 million in assets as of the end of 2018.

Manager of Financial Planning and Analysis, Treasure Island, FL

Constructed and maintained financial statement models for Allied entities with five-year forecasts and current fiscal year annual estimates updated each month.

Wrote variance analyses and comparisons to budget monthly, quarterly, and year-to-date.

Created and conducted written premium rollforward updated weekly and monthly, arranged by client servicers, underwriters, classes of business, and business lines.

Separated premium by new, lost, year-to-date renewed, and yet to renew for the year.

Created monthly premium trending reports by client servicer, underwriter, class of business, and business line to determine sources of business growth and decline.

Conducted ad hoc claims, underwriting, and financial analyses for management use.

United Insurance Holdings Corporation 2009 – 2010

A P&C company with 210 employees that writes and serves residential and commercial property and casualty policies across the U.S., now part of UPC Insurance with $535 million in equity capital and over $1 billion in in-force premium.

Senior Financial Analyst, St. Petersburg, FL

Managed investment portfolio and advised executives about optimum allocations toward total portfolio return goals under state insurance guidelines.

Wrote quarterly reports detailing other-than-temporarily impaired investments.

Managed, updated, and improved projected monthly and annual financial statements and compared to budget in monthly, quarterly, and YTD variance analyses.

Updated monthly underwriting activity report to management based on department feedback and conducted current and historical analyses in Microsoft Access.

Kirkland, Russ, Murphy, & Tapp 2008

A CPA firm with audit, tax, and valuation advisory specialties that is now part of CBIZ, an accounting services and advisory firm with 65 offices and more than 1,400 employees worldwide.

Valuation Associate, Clearwater, FL

Conducted business and asset valuations and wrote opinion reports incorporating economic, geographic, and industry research to ascertain the level of risk.

Created cash flow projections for debt, equity, and tangible and intangible assets as part of goodwill impairment testing, fairness and solvency opinions, and tax and litigation support.

Wrote economic activity and business and industry life cycle status reports across the energy, health care, and consumer product industries.

Aaron David Jones, MBA, AVA 239-***-**** Page 2

Deloitte Financial Advisory Services, Valuation Services 2006 – 2008

A subsidiary of Deloitte that advises corporate and governmental entities facing strategic shifts, bankruptcies, changes in tax laws, and mergers and/or acquisitions.

Associate, Atlanta, GA

Valued businesses, intangible assets, equities, and equity options for tax and financial planning, litigation advisory services, impairment testing, and fairness opinions.

Advised financial service, technology, media / telecom, health care / pharmaceutical, and manufacturing companies on valuation rules and procedure with audit reports.

Conducted economic, industry, and company risk factor research and for use in discounted cash flow calculations and the writing of client valuation reports.

Envision Consulting Group 2003 – 2005

A boutique management consulting firm that provides rebate validation services for Medicaid and the managed care industry and is now a subsidiary of IMS Health, which has $2.6 billion in revenue and over 14,000 employees.

Associate Consultant, Parsippany, NJ

Constructed Excel spreadsheet models that used pharmaceutical sales data and Medicaid reimbursement rates to calculate Medicaid rebates owed and compare to payments made.

Researched information on pharmaceuticals and mined database sales transaction data for data improprieties that affected the accuracy of the Medicaid rebate calculations.

Created five-year forecasts for pharmaceutical sales and Medicaid rebates by product code and compared forecasts for previous years to actual sales to determine the degree of tracking error.

BNP Paribas 2001 – 2002

A multinational corporation with specialties in Retail Banking & Services and Commercial & Investment Banking with nearly 200,000 employees across 73 countries.

Equity Derivatives Analyst, Global Markets Desk, New York, NY

Marketed capital-guaranteed investment products with bundled stock, index, and commodities options of over $10 million to international high net worth clients.

Built PowerPoint presentations that demonstrated monthly and annual payoffs on the bonds and underlying options to clients.

Wrote weekly stock market and economic activity reports as part of BNP Paribas newsletters.


Master of Business Administration in Finance, Securities Analysis, and Real Estate

University of Florida, Hough Graduate School of Business, Gainesville, FL

Bachelor of Science, in Finance, Accounting, and Economics

University of Pennsylvania, The Wharton School, Philadelphia, PA

Accredited Valuation Analyst (AVA), National Association of Certified Valuation Analysts (NACVA)

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