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Financial Analyst Front Office

Skokie, IL
February 24, 2020

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Financial Analyst


CFA candidate level 3, MBA in Finance and Accounting, BBA in Economics


Bloomberg, MS Office, Oracle BI, SAP Business Objects, Hyperion Essbase, IPS, XL Cube, Cognos, NetX 360, Salesforce, ADP, ICES, IRESS, GLDM, and Darwin


Senior Financial Analyst CIBC, Toronto, ON Oct 2013 – Jun 2019

Prepared financial and management reporting and forecasting for all Global CM senior team

Reviewed and analyzed expenses, including variance justification for reporting accuracy

Product owner for agile team clarifying business requirements, removing roadblocks, constantly communicating and gaining alignment around product strategy new GUIs

Ran the planning process including the P&L, balance sheet, resources by LOB and region

Investigated the variance of actual versus budget and forecast and prepared monthly analysis

Created and improved daily/weekly/monthly/quarterly/annual reports by platforming them to SAP business intelligence, resulting significantly more flexibility and less time and errors

Performed daily client dataset, including mapping clients, calculating/verifying adjustments

Reconciled Business Management DB to salesforce to General Ledger

Verified if trading activities are appropriate, closing balances are accurate

Detected discrepancies between actual and scheduled commission fee, investigated the cause, and set the correct fee in the trading systems

Produced critical analysis to help improvement initiatives for innovation

Maintained efficient communication with front office and incorporated their requirements in the performance measurement and reporting process

Proposed process improvements to reduce manual effort and increased accuracy

Supported the preparation of the annual planning and on-going estimates

Performed Ad hoc analysis and presentation for senior management

Prepared monthly operational loss reports for risk department

Financial Specialist CIBC, Toronto, ON Nov 2012 – Oct 2013

Processed cash flows

Business Analyst Uniqa Group, Bulgaria Oct 2011 – Oct 2012

Improved the data organization by originating procedures for decreasing the time of the claims

Data and business analysis for prevention of future problems by monitoring the settlements

Resolved issues with internal and external clients by thorough investigation

Developed tools for monitoring and continuous improvement of performance reports

Incorporated stakeholder input into product road map while effectively negotiated tradeoffs of conflicting priorities based on value to the business and customer

Provided recommendations for improvement of the business process

Financial Analyst Hexagon Securities, New York Oct 2010 – Oct 2011

Executed trades of MBS, CMOs, CDOs, ABS, treasuries, commercial paper

Monitored trades for on-time settlements and fixed any DKs to decrease the counterparty risk

Generated daily and monthly P/L analysis, performance measurement and attribution

Monitored the deal-flow and prepared deal status reporting

Performed on going analysis and investigation into variance versus budget and forecast

Interacted closely with our custodian on managing cash positions, overdrafts and margin calls

Prepared monthly and quarterly management analysis reports for senior management

Reviewed and recommended changes to policy and procedures to improve business processes

Collaborated with portfolio and risk management to reflect correctly security attributes.

Continuously reviewed and improved reconciliation procedures

Reported broker-dealer overall expense base and bank advisory project expense base

Developed relationships with clients and co-workers for faster resolution of any issue

Financial Analyst Cohen & Company, New York Jul 2009 – Jul 2010

Created valuation models (including DCF and comparable) by analyzing 10-Ks for M&A

Assisted senior analysts with projects for securitization and bank advisory

Collaborated effectively with Performance, Reporting, and Technology Departments

Supported testing, analysis and documentation of new or enhanced performance metrics

Prepared daily client dataset, calculating/verifying manual adjustments

Improved internal data base by cross-functional interactions with the front office managers

Researched and analyzed financial data to identify any impact to the organization

Accountant Infotrade, Bulgaria Jan 2004 – Jul 2006

Completed interim and year-end financial statements in accordance with IFRS

Assisted audits and financial reviews

Analyzed and reconciled assets, liabilities, revenue and expenditure accounts in the GL

Enforced proper accounting methods, policies and principles

Constructed financial forecasts and budgeting for various clients

Investigated production costs, gain/loss, and month-end closing data

Connected with internal and external parties to address all financial related matters

Processed vendor invoices to accounts payable and ensures compliance with divisional and corporate policies and procedures and relevant bylaws

Performed a variety of AR functions such as bank deposits, generating AR invoices and posting payments

Prepared and maintained fiscal files and records to document transactions


Pace University, New York, NY MBA in Investment Management 2007 – 2009

Agrarian University - Plovdiv, Bulgaria MBA in Accounting 2002 – 2004

Agrarian University - Plovdiv, Bulgaria BBA in Economics 1998 – 2002

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