Financial Analyst Accounting Manager

Jean Carlo Rodriguez Chaves

*** ***** ******* *******, **********, TX 75057

804-***-**** ******.***********@*****.***

EDUCATION

University of the Cumberland’s, Dallas, TX Anticipated Completion – December 2021

• Master of Science in Information Technology (MSIT) Degree candidate Freed-Hardeman University, Henderson, TN MBA-Finance 2019

• Master’s in Business Administration, Finance

• Relevant Coursework: Financial Management; Real-Time Portfolio Management; Real-Time Investment Selection; Analytics and decision tools; Managerial accounting; Operations Management; Leading Teams/Organizations. Freed-Hardeman University, Henderson, TN BBA- Finance 2019

• Major: Finance – Chartered Financial Analyst (CFA) Track

• Relevant Coursework: Debt & Derivatives, Investments; International Finance; Financial Markets and Institutions; Macroeconomics; Microeconomics; Statistical/Quantitative Analysis, Intermediate Accounting.

• ETS Test Score, Major Field (Business) – 98th Percentile Nationwide CFA Institute - Chartered Financial Analyst (CFA) Level 2 Candidate – December 2020 Corporate Finance Institute (CFI) – Financial Modeling and Valuation Analyst (FMVA)® Bloomberg – Bloomberg Market Concepts (BMC)

PROFESSIONAL EXPERIENCE

Stonegate S.L, Lewisville, TX August 2019 – July 2020 Accounting Manager

• Provided FP&A support and prepared accurate and insightful monthly variance reporting

• Enforced proper accounting methods, policies, and principles

• Monitored and analyzed accounting data to produce financial insights for the accounts receivable department

• Oversaw daily accounting operations and cash flow for the Accounts Receivable department Clayton Investment Fund, Henderson, TN January 2019- May 2019 Portfolio Strategist

• Implemented strategies to manage equity positions for a $1 million student-managed investment fund

• Developed tools to monitor and analyze the performance of the client portfolio

• Assist in the portfolio construction based on current portfolio holdings and investment policy objectives Clayton Investment Fund, Henderson, TN August 2018 –December 2018 Portfolio Analyst

• Analyzed a specific sector of the stock market in a $1 million student-managed investment fund

• Executed weekly updates on portfolio holdings models and research on new companies using the investment policy guidelines and a value investing strategy

• Collaborated in team strategies, based on current macroeconomic conditions and daily market movements Futbol Consultants, San Jose, Costa Rica January 2016 – July 2018 Part-time Assistant

• Developed reports and analysis base on customer retention data

• Interpreted raw data and trends to support financial decisions for Senior Executives LEADERSHIP AND INVOLVEMENT

Freed-Hardeman University Men’s Soccer Team, Henderson, TN August 2016 – May 2019 Captain

SKILLS /OTHER

PERSONAL

• Excellent Leadership and

Teamwork

• Strong work ethic, discipline

• Reliable and Responsible

COMPUTER

• Excel Financial Modeling

• Excel VBA

• Tableau

• Power BI

• R- Programming Language

LANGUAGES

• Proficient in both English and

Spanish, written and oral

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