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Financial Analyst

Location:
Daphne, AL
Posted:
June 12, 2020

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Resume:

Objective

To improve work outcomes, achieve professional growth, and best serve clients through utilizing my analytical and multi-language communication skills in a challenging position that fosters learning.

Work Experience

BBB Industries

Financial Analyst March 2020 – April 2020

Created the foundation of monthly financial analysis and reporting for the UnderCar business unit

Analyzed Revenue and Gross to Net Adjustments independently with limited training

Automated all the monthly reporting files to save time during the update process

Established cross-functional working relationships within the headquarters and with Mexico operations

Standard Furniture Manufacturing

Financial Analyst July 2019 – January 2020

Created sales budgets for the company's business units and consolidated them at the entity level

Condensed data from inventory cost and sales reports to detect the effect of material cost on profit margins

Updated weekly and monthly financial reports while adhering to private equity reporting standards

Collaborated with colleagues and executives on various ad hoc financial modeling projects

United Rentals, Inc.

Accounting Associate March 2019 – July 2019

Saved 4-5 hours of work through replacing exact-match V-Lookups with double V-Lookups in a large dataset

Prepared and posted month-end journal entries

Ran fixed assets reports in Lawson and Cognos BI

Assisted with monthly and quarterly close tasks

City of Lakeland

Retirement Services Intern May 2018 – August 2018

Excelled at customer service by voluntarily helping office visitors in Spanish and English

Improved the enrollment level in deferred compensation as a result of an email reminder campaign

Gained exposure to municipal government’s financial and pension administration

The University of Tampa

Graduate Assistant January 2017 – May 2017

Saved 8-16 hours of work through developing an advanced Excel process of student-to-faculty matching

Ran the office's front desk

Inspected and managed the College of Business’ supplies inventory

Education

Master of Business Administration – Finance Concentration. GPA: 3.88

The University of Tampa, Tampa, FL Received: December 2018

Bachelor of Science in Finance. GPA: 3.91 (Magna cum Laude)

The University of Tampa, Tampa, FL Received: December 2016

Member of the Phi Kappa Phi Honor Society and the Omicron Delta Kappa National Leadership Society

Achieved the Dean’s List distinction for 6 consecutive semesters (Spring 2013 – Fall 2015)

Skills

Interpersonal Communication Skills

oSpanish, Portuguese, Arabic, English

Advanced Excel Skills

oPivot Tables

oV-Lookup and H-Lookup

oVBA Macros

Bloomberg Terminal Certified

SAP ERP

Lawson

Cognos BI

Power BI

Oracle PBCS and FCCS

Self-starter

Analytical-thinker

Problem-solver

Quick-learner

Organized

Detail-oriented

Able to manage multiple tasks

Work under pressure

Team-player

Finance Projects

ETF Portfolio Project

oAnalyzed the US and global economies, sectors, asset classes, and commodities to recommend an ETF portfolio that would outperform the S&P 500 in a 6-month investment horizon

Venture Capital Valuation Project

oExamined a real startup E-learning company to come up with a multiples valuation, an NPV valuation, and recommendations to enhance business performance

Real Estate Valuation Project

oImproved a hedonic regression valuation model based on Tampa Bay house sales data

Under Armour Stock Valuation Project

oConducted discounted cash flows, discounted dividends, and comparables valuation to come up with a price target for the stock and a recommendation for investors

Financial Statement (Ratio) Analysis Projects

oExecuted cash flow and ratio analyses, and comprehensive internal and external analyses to recommend financial and operational changes to improve performance

Community Involvement

Parker Street Ministries (Lakeland, FL)

Support activities for the Parker Street Ministries’ Summer Camp June 2018

NPC Natural Suncoast Classic

3rd Place. Men’s Physique Division – Novice Class June 2015

The University of Tampa Bodybuilding Show

1st Place. Men’s Physique Division – Open Class April 2015

3rd Place. Men’s Physique Division – Open Class April 2014

American Cancer Society

Relay for Life at the University of Tampa – Team ZBT April 2013



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