Financial Analyst
Resume:
Jordan Cortez
Houston, Texas *****
******.*.******@*****.***
linkedin.com/in/jordan-cortez-18137136
Financial Analyst/Manager
Accomplished and experienced analyst and financial leader able to identify and capitalize on strategic business opportunities for new lines and growth. Skilled in the creation, maintenance and analysis of financial models for forecasting and budgeting decision making. Experienced in the direct supervision of a large and diverse team of professionals from a wide variety of operational disciplines. Talented team builder and relationship manager, able to maximize outputs based on the development of strong partnerships.
Financial Leadership
Strategic Planning
Risk Management
Data Analysis
Project Management
Financial Analysis
Contract Management
Budgeting
Variance Analysis
Process Improvement
Regulatory Compliance
Financial Modelling
Professional Experience
Westfield Urgent Care, PLLC
Financial Analyst and Operations, 2016–Present
Operational and financial role focused on identifying and capitalizing on strategic new business lines and growth. This involves direct interaction with a culturally diverse team across numerous functional roles, the creation and maintenance of all company financial statements, and building stronger relationships with new and current partners.
Create and maintain monthly, quarterly and annual budgets, P&Ls, balance sheets and other reports as needed
Identified new sectors of growth for the company and implemented services that have become the largest single revenue source for the company in under two years
Effectively manage staffing the entire organization and reduced total turnover to zero over the past six quarters versus industry average of 33% annually
Completed the valuation of numerous other medical facilities for potential M&A possibilities
Took company from a negative net income upon arrival to a profit margin of over 10.4%
Reworked company brand, pushed new marketing initiatives and established online presence that was absent while achieving an average ROI of over 500%
Integral in process that resulted in the sale of a clinic under the same owner group to another physician within two years of opening
JCB Group
Financial Advisor, 2013–2016
Handled financial analysis and planning for a diverse clientele seeking to improve their current financial situations and develop a solid framework for achieving all future goals. This role incorporated extensive in-depth review of client financial data, ongoing collaboration with clients and industry partners, while developing optimal and comprehensive retirement portfolios involving 401(k), 403(b), IRAs, investment accounts, and other key asset categories.
Northwestern Mutual Financial Network
Financial Representative, 2012–2013
Managed all financial needs for a wide range of clients in unique situations while collaborating extensively with estate and trust advisors, investment specialists, attorneys, and other representatives to ensure development of ideal solutions that met all client requirements. Stayed up to date on the current marketplace and provide clients with essential information that was instrumental in securing the best possible recommendations for each.
Improved client portfolios and awareness involving returns, tax efficiency, and market fluctuation protection by introducing innovative new portfolio allocation programs and distribution strategies.
M.D. Brandt & Associates
Finance Manager, 2009–2012
Built a wealth of expertise in the management of project budgets, operational expenses, construction costs, and key financial information while also handling the report generation process, period and project tracking, and analysis of bid documents and other essential information to optimize technical, skill, and cost requirements.
Implemented new construction budgeting and monitoring initiatives that utilized project and company financial information to plan more effective budgets and reduce overall costs.
Played a key role in measuring and controlling the impact of construction projects on the company's profile and overall financial outlook.
Education and Credentials
Master of Business Administration in Financial Management (2010)
Lamar University
Bachelor of Business Administration with a Double Major in Finance and Economics (2009)
Lamar University
Technical proficiencies
MS Excel (Vlookup, Pivot Tables), Quickbooks, Adobe Acrobat, ADP Run, SAS, Zoho Suite
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