Financial Analyst Management

Ravi Chordia **** Carlton Terrace Union, NJ

**********@*****.*** 908-***-****

Education: Rutgers University, New Brunswick, NJ October 2011

B.A. in Economics; Minor in Psychology

Series 7 license (84%), Series 63 license (85%), CFA Candidate, FRM Candidate

Technical Institute of America: Certified Excel Expert

Computer Skills: Advanced Proficiency in Microsoft Excel, (v-lookups, pivot tables, recording macros, nested ifs)

VBA, SQL, SAP business objects, Bloomberg, FrX, Budgeting, Aderant, BNA, Microsoft Solomon, Filemaker, Sugar

CRM, efi Pace, Expert Image, gretl, Word, PowerPoint, and Access.

Work Experience:

Stroock & Stroock & Lavan, LLP December 2013 - November 2014

Financial Analyst

• Reported directly to the Director of Financial Operations with:

• Budget v. Actuals - Ensured the firm was always on budget, highlighted any variance and identified its

source. Designed and implemented new budgetary procedures allowing for increased transparency across all

departments, and for analytical processes to be run more efficiently.

• Daily Cash Flow - Utilized both SQL and Excel to forecast future expenses and ensure enough cash was on

hand to deal with short term liabilities. Created formulas which set parameters for borrowing amounts.

• Ensured the accuracy of the general ledger by making sure all expenses were classified to the correct account

and re-classed those that weren’t. Imported recurring entries with creation of csv files. Also filed all hard

copies of entries, keeping them organized and accurate.

• Ad-hoc financial reports as per request by management, and directors (Medical, Dental, Vision, Flex Trans,

Department hours summary and detail, etc.) Created macros to automate many of these reports.

Graphic Systems Group, LLC July 2012 - August 2013

Financial Analyst

• Reported directly to the EVP of Finance with:

• Daily Cash Flow Analysis through formulation of Daily Cash Flow reports in Excel (bank reconciliation).

• Responsible for oversight of company credit through creation of Borrowing Base Certificate, and all

accompanying reports for our capital lender. Considered all short and long term liabilities when deciding how

much to borrow. Prepared monthly, quarterly, and annual reports. Assisted with month-end closes.

• Reconciled and offset intercompany accounts; also created ad-hoc reports for senior management and

partners. Ad-hoc reports mainly highlighted year over year sale changes per client, sales projections, costing,

profit margins, and pricing models for client work. Cross trained in all AR/AP functions, GAAP.

• Created budgets and forecasts, report actual against budget (variances), P&L statements. Reconciled work in

progress reports; Reports exported from financial software and reformatted for presentation in Excel.

• Led implementation of new financial software, creating all comma delimited files for importation of data.

Bloomberg LP, Skillman, NJ March 2012 – June 2012

Financial Analyst/Consultant

• Utilized the Bloomberg terminal and Excel documents to conduct extensive research on mutual

funds.

• Ultimately recommended funds based on benchmarks, financial ratios, and the fund’s beta

(performance relative to the overall market). Also used Microsoft Word and PowerPoint to create

presentations and reports which senior analysts presented to management.

• Updated the Bloomberg terminal, ensuring the accuracy of financial data.

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