Financial Analyst

WARREN EATON

adbi48@r.postjobfree.com ***. ***.5452 https://www.linkedin.com/in/warren-eaton-456896154/ CAREER OBJECTIVE

Seeking an analyst position where I can support business objectives through collaborative teamwork and exceptional analysis in an environment that allows professional growth. SUMMARY OF QUALIFICATIONS

• Bloomberg Terminal/ Market Concepts Completion

• Performed Statistical Analysis

• SQL

• Python

• MS Excel Modeling Risk-Variance Optimization (Efficient-Frontier)

• Model Building w/ Excel and Bloomberg Terminal

• PIVOT Tables and Charts, VLOOKUP, Sensitivity Analysis

• Forecasting, Business Analytics, Cashflow Analysis, Corporate Valuation, and Terminal Valuation

• Created Bond Analysis using bond duration, valuation, sensitivity using interest rate risk, duration, convexity, and effective yields.

EDUCATION

Bachelor of Business Administration in Finance Major GPA: 3.5 The University of Texas at San Antonio December 2019 Relevant Coursework

• Financial Modeling

• Life and Health Insurance

• Intro to Risk

• Security Analysis

RELEVANT COURSE PROJECT

Create Sector Model – Project January 2017 – December 2019

• Searched equities using Bloomberg Terminal with a team of 4 analysts to export company data to Excel

• Devised ranking models with 46 ratios such as EV to 12M EBITDA, EV to 12M FCF, PX to Book

• Achieved a high correlation and R^2 utilizing solver with imported Bloomberg data EXPERIENCE

FRONT DESK DDS, San Antonio, TX June 2019 – December 2019 Business Data Analyst Intern (Full Time)

• Assisted management team through the decision-making process on improving margins, work force optimization, and reporting performance metrics

• Analyzed business data to apply trends to aid in the decision-making process, while helping to reduce operational risk

• Department performance has improved through implanted policies helping to improve operational efficiency

• Currently using business data to effectively restructure all departments so that we can support our clients needs while showing how to scale and double in size in an efficient manner. Target, San Antonio, TX August 2015 – May 2019

Electronic Sales Associate (30+ hours a week)

• Established a routine of daily meetings for 15 employees, reviewing sales, promotions, safety, and outcomes for the shift

• Responded efficiently to a department change, resulting in a promotion to electronics specialist

• Monitored sales trends and recorded the data for comparative benchmark analysis TRAVIS COUNTY, Austin, TX June 2018 – August 2018

District Clerk Office Accounting Intern (Full Time)

• Streamlined office efficiency by declaring bonds, scanning documents, and sending bills

• Identified an issue and developed a project which resulted in the recovery of $92,000

• Cooperated with my team in conducting an interview process for the financial manager position

• Inspected $2,500,000 worth of defaulted bonds to ensure an accurate display of information ACTIVITIES AND HONORS

The Investment Society, Senior Analyst, UTSA April 2018 – December 2019

• Designed a ranking model w/ a team of 3 utilizing the Russell 3000 Index-Industrial Sector

• Competed in a sector competition to benefit Costa Rican citizens by offering micro-loans out of the Investment Society’s private fund

Boy Scouts of America, Eagle Scout, San Antonio, TX Present ADDITIONAL SKILLS

• Calculated and Performed SWAPS

• Experienced performing intrinsic valuation of Bonds, Equities and calculating VaR

• Currently writing a security analysis paper on Xcel Energy PROFFESIONAL REFRENCES

• Velva Price, adbi48@r.postjobfree.com, 1-512-***-****

• Ronald Sweet, adbi48@r.postjobfree.com, 1-210-***-****

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