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financial analyst

San Diego, California, United States
January 30, 2017

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Joshua E. Bickett

714-***-**** – San Diego, CA 92014 –


Financial Analyst, S&P Data LLC San Diego, CA Oct 2014 – Current

• Develop equipment and software budgets for the CFO through planning meetings with the IT and operations teams which supported company growth from 1,400 to 2,000 employees in two years

• Create accounting and payroll processes for eight call centers by communicating with stakeholders, documenting requirements, and presenting business cases to senior management

• Report each program’s financial performance to the CFO, COO, and senior management by compiling and analyzing payroll and invoice data from an ERP system

• Manage government relationships, invoicing, and compliance for US government incentive programs in Ohio, Michigan, and New Mexico

• Negotiate vendor pricing on IT equipment and manage financing through equipment leases

• Monitor payroll cost based on data pulled from ADP into a CSV file and report the budget variance on a bi-weekly basis

• Build ad hoc reports for senior management that analyze the financial health of prospective clients based on 10K documents and recent funding rounds

Analyst Intern, Reality Shares Advisors San Diego, CA Sep 2013 – June 2014

• Built ad hoc models in Microsoft Excel to evaluate S&P 500 companies to assist analysts, portfolio managers, and upper management

• Evaluated the S&P 500, NASDAQ 100, Euro Stoxx 50, and other global indices based on returns, volatility, and correlations to securities

• Created presentations explaining the portfolio managers’ strategies for investors, registered investment advisors, hedge funds, mutual funds, and pension funds

• Collaborated dividends, news, with and lead movements analyst to maintain of the S&P the 500 Daily Market Update which reports on earnings’ releases, Wealth Management Intern, Ibis Capital San Diego, CA June 2013 – Sep 2013

• Analyzed the San Diego Business Journal to find over 300 qualified businesses with revenues over $5 million for lead prospects

• Reached out to over 20 potential clients daily to introduce them to Ibis Capital and build relationships

• Built diagrams in Microsoft Word which explained Ibis Capital’s two services: wealth management and the sale of the CIO’s quant models

M&A Research Analyst Intern, Captarget San Diego, CA Dec 2012 - Mar 2013

• Built over 20 screens in S&P Capital IQ with hundreds of acquisition targets based on criteria such as revenue, EBITDA, employees, and industry specific metrics for clients

• Screened list of prospective buyers in S&P Capital IQ for clients based on target purchaser’s past acquisition history and company market capitalization

• Worked alongside a lead research analyst to create industry reports based on national precedent transactions EDUCATION

UC San Diego Graduation: June 2014

• B.A. Economics

• Relevant Coursework: Econometrics series I-II-III, Economic and Business Forecasting SKILLS AND CREDENTIALS/CERTIFICATIONS

• Experience with Microsoft Excel, Word, PowerPoint, SQL, ADP, OOP, Java SE, and

• Experience with OOP, Java, HTML, CSS, and SQL

• Experience with pivot tables, v-lookups, macros, and VBA

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