Management State University
Resume:
Daniel O. Kalu
Financial Analyst :Credit & Risk Management Portfolio Management
Equity Research
Bridgeport, CT
********@*****.***
SKILLS
FINANCIAL SKILLS
Regulatory Compliance
Risk Management
Asset / Portfolio
Management
Equity Market
Financial
Modeling
Financial Analysis
Banking Expertise
Leverage Buyout .
Investments Banking
Mergers and Acquisition
Relationship
Management
Data Analysis / Research
SUMMARY
A highly motivated Finance Professional, with experience in the Financial sector, performing complex financial and data analysis to include forecasting, trend analysis and data manipulation. Adept at working to efficiently achieve organizational goals in both group and independent environments, and quick at learning new technologies. Proven ability in gathering and interpreting huge amounts of data to design and develop complex financial models, with ability to thrive in high pressure environment and possess Strong knowledge of MS Word, PowerPoint, Excel, MATLAB, SAS,Python, VLookup's and Pivot Table. 2016 - Fall Data Analyst Intern
Accurate Locks and Hardware, Stamford CT.
Created and analyzed production projection plans using revenue data, historical usage and product trends, achieved 98% forecast accuracy.
Analyzed data sets and provided statistical report and support. Analyzed sales data to determine trends and outlook, projected revenue based on established key performance Indicators(KPIS) and Identified opportunities for continuous revenue improvement. Performed cost benefit analysis using key critical factors, established inventory control strategies to ensure inventory needs are consistently met, and improved on a strategy that partnered with vendors to reduce overstock process and procedures. Identified any inconsistency and bring them to the knowledge of management.
2014 - Fall Analyst Intern
New York School of Finance, Kerburn Rose. New York, NY Rendered expert level services to conducted valuation analysis utilizing multiples, comparable company analysis, precedent transaction and formulated discounted cash flow with a view at supporting and collaborating with Senior analyst in executing decisions.
Projected financial models, using SEC. Fillings and Equity Research as basis for models to forecast future revenues and expenses. Utilized Professional skill sets while developing detailed financial model, mergers and acquisition(M &A) and leverage buyout(LBO). Assisted in the development of investment process and strategy while involved in equity analysis, economic and market trends Sept 2011 -
April. 2013
Financial Analyst,
Oasis Consulting Lagos, Nigeria.
Conducted quantitative analysis of financial data to forecast revenue, identify future trends, and assess risk associated with capital expenditures, acquisitions, and joint-venture projects for large investment firms.
Compiled and reviewed complex data to assess multi million-dollar accounts and business units.
Developed comprehensive reports, charts and abstract to present data and guide in investment strategies, Performed ad-hoc analysis WORK HISTORY
and reports.
Integral in ensuring due diligence involving multi-million dollar projects.
Key Accomplishments: Significantly contributed to growth trend by developing strategic recommendations for management regarding long range planning.
Dec - 2016 Master of Science in Finance and Investment Management
Sacred Heart University, Fairfield, CT.
Dec. - 2000 Master of Science in Business Administration, Finance Imo State University, Owerri, Nigeria.
June - 1994 Bachelor of Science in Banking and Finance Abia State University, Abia,Nigeria
EDUCATION
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