Financial Analyst

MATTHEW

THOMAS

KAVANAUGH

Phone: 845-***-****

*************@*****.***

** **** ****** **** **** 24, Stamford, CT 06906

https://www.linkedin.com/in/matthew-kavanaugh-a931a6119/

Education

IONA COLLEGE – NEW ROCHELLE, NY

Masters of Business Administration – Financial Management

oFeb, 2020 Graduation

oGPA: 3.5

Bachelors of Business Administration - Finance Major

oMay, 2018 Graduate

2017 – Barcelona Study Abroad Program

SKILLS - Proficient using Microsoft Office, Bloomberg, Strong Communication and Interpersonal skills, Analytical, Self-Motivated, Ability to work with Deadline, Adaptable to Change, Team Player, Fast Learning

Selected Course Work: Investment Analysis, Operation Management, Corporate Finance, Marketing and Sales, Global Finance, Accounting, Financial Statement Analysis, Financial Institutions and Money Market

Relevant Experience

2018 – 2019 – PENSION CONSULTANT– PENSION ASSOCIATES LLC – STAMFORD, CT

Designed and managed pension plans for small business owners with up to 100 employees.

Direct and extended contact with clients, their Financial Advisors and their CPAs.

Consulted business owners with tax deferral options within IRS discrimination testing for pension plans.

Use of Datair and Thomas Reuters Software to efficiently meet client needs.

Assisted Plan owners to meet Target Funding Levels, to avoid overfunding penalties and underfunding consequences

2016 – BROKER ASSISTANT- FUTURE PATH TRADING LLC – CHICAGO, IL

Supported Director of Business Development

Exposure to the commodity markets and National Futures Association

Learned Technical and Fundamental Analysis Skills to analyze commodities

Participate in the CME Group EU Wheat Future and Options Seminar

2015 - LOGISTICS FLOW TEAM - TARGET CORP – POUGHKEEPSIE, NY

Inventory Control and Warehouse Management

Receiving Operations and automated flow control

Inventory Replenishment techniques and systems

Leadership / Community Service

Zeta Kappa Chi Fraternity – Executive Board: Corresponding Secretary

Philanthropy: Saint Jude Children’s Hospital, Wounded Warriors Project

Student Government 2016-2018

Iona College - Student Leader Training 2017

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