Financial Analyst Representative

Nicholas C. Sonek

add2ds@r.postjobfree.com US Mobile: +1-803-***-**** Skype: add2ds@r.postjobfree.com

PROFESSIONAL SUMMARY

International MBA professional geared towards Financial analysis and Planning with highly strategic and deeply analytical skill sets. Adept in analyzing data and providing solutions for Revenue, Investment, Working Capital, Inventory, and Employment for small businesses to multinational corporations. Strong background in reporting, modeling, GAAP, variance tracking, and sell side transactions. Confident when interacting at all levels of the corporate structure. Trained in Excel, Tableau, SQL, SAS, R and TM1.

Financial/Investment Planner

Mastery of Financial Statements

Variance/Budget Modeling

Financial Leadership

Revenue & Income Forecasting

Data Science Driven Professional

Advanced Excel Professional

Outstanding Presentation Skills

Internationally focused

EDUCATION

MOORE SCHOOL OF BUSINESS, University of South Carolina Columbia, SC USA

International Master of Business Administration (MBA) with specialization in Finance GPA 4.0/4.0 July 2018 – May 2020

Graduate Certificate in Business Analytics

Moore School Case Competition Team- Finalist: CoreNet Global Academic Challenge (Oct 2018), Finalist: SEC Case Competition (Apr 2019), Team Captain: John Molson International Case Competition (Jan 2019)

Consulting Club: President 2019 Term

Wall Street Prep, Financial Statement Analysis, NPV-Valuation, and DCF-Discounted Cash Flow, November 2018

UNIVERSITY OF MANNHEIM- Mannheim Business School Mannheim, GERMANY

MBA Exchange program and Graduate Certificate in German Business and Language Jan–March 2020

CLEMSON UNIVERSITY Clemson, SC USA

Bachelor of Science in Economics August 2011 – May 2015

Bachelor of Science in Biological Sciences.

Minor in Environmental Science and Policy., Student Body Representative, Student Housing Chair.

Student Government-Sustainability Committee & Solid Green (Environmental) Representative for the Student Body

Kappa Sigma Fraternity: Philanthropy Chair, Historian and Spirit Chair, Order of Omega Honor Society

EXPERIENCE

THE BOEING COMPANY– World’s Largest Manufacturer of Airplanes Seattle, WA USA

Financial Analyst and Planning MBA Intern - supported the 777/777X program, created Quarterly Financial Reports Summer 2019

Developed new Working Capital reporting standards and led Digital Transformation. Presented to the Program Leadership

Created and lead cross functional team for new affordability reporting and tracking among Supply Chain, Finance, and Engineering partners, driving hundreds of millions in savings.

Developed new process with Corporate level partners to reassign millions of inventory dollars across company

Gained Logistics and Financial Statement experience in a new multibillion-dollar development program (777X)

PALMETTO HEALTH – largest integrated health care system in the SC Midlands region Columbia, SC USA

Financial Analyst Consultant, working with Senior Operations staff to create yearly budgets. January – July 2018

Tracked past and future performance against budget, with focus on discovering and isolating variables to increase profitability.

Analyzed revenue cycle and payor mix for profit maximization, working with physicians and other staff.

Created new standard for analyzing and reporting revenue cycle’s actual vs. expected collections that allowed for precise benchmarking, identification of target markets, and accurate payment to providers. Identified differences as high as 45%.

Helped increase annual profit by $240,000 by establishing new lines of revenue and procedures, securing equipment needed to perform them, and rescheduling business hours for an 8-physician practice.

Led financial analysis team through a practice relocation with 5 new hire physicians and reduced expected loss by $800,000.

CONSOLIDATED PLANNING – financial planning and brokerage services for individuals and business owners Charlotte, NC USA

Financial Advisor August 2016 – December 2017

Managed personally held financial planning book of business including sourcing, securing and servicing clients.

Worked with small businesses of up to 100 employees and $2 million valuation and personal clients of up to $500k of investible assets and$ 500k+ of yearly income. Sold Life and Disability insurance with 100k+ premium.

Received Client Builder Diamond Level for generating more than $30,000 in commissions during first year.

Awarded Qualified Hire Achievement for generating more than $10,000 in commissions and 5 clients in first 3 months.

Completed FINRA Series 7 and 66 certifications in half the normal time, reducing expenses.

MASS MUTUAL SOUTH CAROLINA AGENCY – financial planning and brokerage services Charleston, SC USA

Financial Services Representative July 2015 – August 2016

Re-engaged 150+ underserved clients. Led training for 6 new hires. Represented Agency at trade shows.

Led 5 “new to the industry” hires in commissions, demonstrating higher than expected production, given experience level, and was immediately profitable. Offered “Career Agent Contract” averaging a high commission over first 6 months, offered to only 1 in 3 new hires.

IT - ANALYTICAL General Applications: Excel (macros, modeling, pivot tables, Solver), Word, PowerPoint, Outlook, Access

Data Analysis: SQL, Tableau, R, Stata

CERTIFICATIONS FINRA & SEC Series 7 Broker, and Series 66 Investment Adviser Representative, April 2017

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