Financial Analyst Management

DAVID PAGE

**** ****** ***** ****, *******, TX **036 720-***-**** mobile *****.****@******.***

PROFILE

Enterprising self-starter with impeccable communication, leadership, and analytical skills seeks challenging position to showcase high learning agility, advanced technical skills, and seven years of experience in finance and financial reporting.

PROFESSIONAL EXPERIENCE

SENIOR FINANCIAL ANALYST 2015

Selene Finance, Houston, TX

Perform a comprehensive review of periodic corporate financial reporting packages and record detailed management explanations for significant variances. Responsible for revenue forecasting and planning contract reporting and analysis. Assessed and quantified risk for accounts. Performed analysis of quarterly/monthly/annual financial statements. Budgeted, accounted for, reconciled, and forecasted of accounts. Reviewed/validated reconciliation of company/center reports, financial activities, and account balances, transfers and corrective actions. Coordination with Capital Controllers to maintain accuracy in forecasts. Supervised a team of three.

PORTFOLIO ACCOUNTANT 2014

Janus Capital Group, Denver, CO

Worked with a team of accountants and traders to update and review trades and dividends posted to over two hundred mutual funds. Responsible for the daily, weekly, and monthly reconciliation, reporting, and forecasting of unregistered products (commingled pools, separate/institutional accounts).

FINANCIAL ANALYST 2011 – 2013

C-III Capital Partners, Irving, TX

Responsible for revenue forecasting and planning contract reporting and analysis. Budgeted, accounted, reconciled, and forecasted of commercial accounts. Assessed and quantify risk for commercial accounts. Performed analysis of quarterly/monthly/annual financial statements. Audited accounts to ensure compliance with state and local laws. Reviewed/validated reconciliation of company/center reports, financial activities, and account balances, transfers and corrective actions. Directed creation of new company/center accounts, updates to signature authorization, and initiates account closures as necessary. Managed the weekly capital forecast update including Sustaining, Expansion and Inclusion Capital and Priority Projects. Coordination with Capital Controllers to maintain accuracy in forecasts. Lead a team of three.

Composed ten procedure manuals, disaster recovery test scripts, and automated eight workflows.

Spearheaded technology initiative to design and implement enhancements to proprietary software system and performed ‘UAT’ (user acceptance testing) on production environment.

Managed data scrub of portfolio documents, netting a five-figure revenue increase.

SENIOR FINANCIAL ANALYST 2008 – 2011

General Electric/CBRE, Houston, TX

Responsible for revenue forecasting and planning contract reporting and analysis. Budgeted, reconciled, and forecasted accounts. Audited monthly bond interest shortfalls/recoveries and bond realized losses. Assist in development, implementation, and management of Corporate Capital processes. Worked with Capital Controllers to assist in the coordination of all Capital Models. Manage the weekly capital forecast update including Sustaining, Expansion and Inclusion Capital and Priority Projects. Coordination with Capital Controllers to maintain accuracy in forecasts. Identified applications or reports to enhance account creation, tracking, reconciliation, and auditing activities within the department. Ensured calculations were processed as required in their respective Pooling and Servicing Agreement. Prepared internal reports for General Electric managed bonds, funds, and Collateralized Debt Obligations. Managed, supervised, and trained international contractors.

Reduced costs by $100K+ by streamlining processes and implementing new compliance controls.

Authored thirteen procedure manuals and implemented four process automations.

EDUCATION & PROFESSIONAL DISTINCTIONS

Colorado State University

Bachelor of Science in Business Management

3.62 Grade Point Average

University of Houston

Masters of Business Administration

Concentration: Finance & Investment Management

Expected Graduation Date May 2017

SKILLS

Advanced: MS Excel, MS Word, SAP, Business Objects, MS Access, IBM AS/400

Proficient: Oracle, SQL Report Builder, VBA, MS SharePoint, Bloomberg, MS Project, Barclays System

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