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Financial Analyst

Boston, MA
May 16, 2020

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PHONE 949-***-**** EMAIL


Suffolk University, College of Arts & Sciences; Boston, MA Class of 2020 Bachelor of Arts in Mathematics, Concentration in Actuarial Science GPA: 4.0 Dean’s List for all semesters

College of Arts & Sciences Mathematics Department Recognition Day Award Overall Outstanding Performance in Mathematics Award Exams SOA Exam FM (Sitting June 2020)

Certifications Level I CRLA


Stock Portfolio Analysis; Principles of Investments Course Spring 2020

Utilized advanced Excel functions to create a diversified stock portfolio with data from the past 20 years to visualize the most optimized return on various levels of investment

Manipulated the weights on assets in the portfolio to simulate different scenarios of minimizing risk and maximizing profit

Assembled a dashboard containing information from 25 unique assets to assess options for producing an optimized portfolio

Markov Chains Presentation; Linear Algebra Course Fall 2019

Presented a project on the purpose and history of the mathematical system working with transitions between states following probabilistic guidelines

Researched real-world applications of stochastic models and created an example to clearly explain the process of attaining the steady-state vector

Recorded financial asset data to accurately predict the average price level of a given stock within a certain time interval in order to estimate an average return on investment Electric Usage Breakdown; 25 Front Street Electric Breakdown September 2019

Analyzed information in the income statement for one building containing over 30 different units to compile a list of the kWh usage per unit to optimize electric consumption and developed a dashboard with key performance indicators to optimize revenue

Constructed pivot charts to visualize the shortcomings in electric reimbursement and presented a strategic plan to senior leadership including when and where to increase electric charges to recover $5,000 monthly

Revised 15 years of tenant documents to ensure reimbursement rates were accurately reflected by prior terms and agreements


Caro Properties, Inc. 5/2019 – Present

AP/AR Manager

Manages all payables and receivables for six business entities with assets totaling over $10 million

Prepares tenant documents, handles general liability, arranges tax documents using Sage50

Collaborates with Executives regarding financial decisions and business prospects LEADERSHIP

Starbucks, Cambridge, MA 9/2018 – 9/2019

Shift Manager

Worked 40 hours per week supervising and delegating responsibilities to 15-20 employees

Handled $2,000-$3,000 in cash per shift and coordinated deposits with courier service

Provided excellent customer service, ordered inventory, trained new employees Mathnasium, Newport Beach, CA 1/2018 – 9/2018


Taught K-12 students topics ranging from basic number sense to multivariable calculus

Tailored learning techniques to assist with schoolwork and engage students

Built specific curriculums to meet the needs of students with various learning disabilities SKILLS AND INTERESTS

Modeling and Analysis SAS, RStudio

Software & Tools Excel, Python, Latex, Sage50, Quicken, Stata SAM WOLOTSKY

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