Leevon

Stewart

475-***-****

ad3p9m@r.postjobfree.com Linkedin.com/in/lbstewart

Aspiring financial analyst with a solid ability to plan, implement, and administer financial information and control systems. In addition to knowing the principles, processes, and standards for integrated financial analysis and reporting. Highly skilled in working under short deadlines with comprehensive teamwork to accomplish the task. 7 years of experience with customer’s single point of contact products and services. In conjunction with educating customers to understand which product or service best fits their needs.

Experience

April 2019 - August 2023

Financial Analyst at M&T Bank

Coordinate with clients in regards to their monthly, quarterly, and yearly budget to ensure clients where sufficient without the year

Helped to attain internal performance objectives for branch business volume, deposits, loans, and customer relationship expansion with pivot tables for demonstration.

Act as financial oversight partner to the leadership of several departments such as Operations, IT, Marketing, and Brokerage.

Assist with the forecast and budget process annually for both the Company overall and individual brokerage profit centers.

Clearly communicate financial results, planning expectations, and outcomes vs forecast, budget, and prior year results.

Review and ensure all SAP reports are all sent to its correct regulatory agency

Maintained company General Ledger, monthly close processes and account reconciliations through 100% YoY revenue growth

Access Dashboard to interpreting and analyzing complex data sets, creating compelling visualizations, and communicating data discoveries to non-technical stakeholders.

September 2018 - January 2019

Account Manager

King Capital

Forecasting clients projected future revenue to ensure accordance with fair lending practices using various MS Excel tools such as Macros and Power Query.

Researched and analyzed industries, companies, historical financial statements that aided in financial forecasting.

Improved financial status by analyzing results and variances, identifying trends, and recommending actions.

Analyzed and compared financial plans and forecasts.

Developed annual budgets, quarterly forecasts, and 3-year strategic plans in conjunction with managers in company’s analytics.

Oversaw balance sheet across cash accounts, accounts receivable, prepaid assets, fixed assets, accounts payable, and accrued expenses

Preformed financial models and performing a valuation analysis.

Determined financial status by comparing and analyzing plans and forecasted with actual results.

Improved financial status by analyzing results and variances, identifying trends, and recommending actions.

Once obtaining all financial reports and date Power Pivots & Nested Conditions would be used to perform data analysis and create sophisticated data models

Primerica Inc. Plainville, CT Summer 2017

Senior Advisor

Created monthly expense reports/ P&Ls and provided variance analysis for management review.

Reviewed monthly expenses to ensure that expenses are booked correctly and with accounting team to make any reclassification.

Investigated and reported to the Manager any inconsistencies or improprieties.

Analyzed data to ensure proper accounting procedures have been followed.

Supported Financial Planning & Analysis (FP&A) business unit analysts by being the first point of contact for issues and questions.

Education

Jun 2018 Quinnipiac University

B.S. Finance

Skills

Independent worker and analytical thinker with an ability to conduct research, data analysis and resolve complex problems.

Software

Advanced Excel (XLOOKUP, COUNTIFS/SUMIFS, Pivot Tables, Power Query, Macros, Conditional Formatting, Financial Modeling, Capital Budgeting), Tableau, MS Word, PowerPoint, VBA.

Bloomberg Core Certified, Capital IQ, Power BI, SAP and SQL.

References

Available upon request

Contact this candidate