Sign in

Financial Analyst Accounting

Farmington, NM
July 27, 2020

Contact this candidate


Frederik J. Ortiz 505-***-**** Albuquerque, New Mexico (U.S.)


University of New Mexico Albuquerque, New Mexico

Bachelor of Business Administration, Major in Financial Management and Accounting August 2016-December 2020

• Financial Management and Accounting GPA: 3.688/4.00

• Cumulative GPA: 3.54/4.00

Work Experience

Portfolio Risk Analyst/Auditor-Four Corners Bank Farmington, NM May 2020 – Current

• Leading the Paycheck Protection Program team, resulting in a more efficient risk-managed loan portfolio

• Monitor and analyze trends on portfolio using scenario-based risk models

• Assisted in managing a credit/loan portfolio and conduct extensive credit analysis/underwriting of SBA loans

• Gathering, analyzing and interpreting all types of credit/loan information for existing and prospective clients

• Prepared multiple proposals/pitches to prospective clients, describing financing alternatives in originating and structing loans

• Analyzed information to assist in debt capacity, finding optimal capital structure and refunding analysis

• Provided in-depth knowledge to clients about accounting, market/industry trends and credit/loan topics Office Clerk-Albuquerque Center for Rheumatology Albuquerque, NM August 2017 – May 2020

• Developed knowledge of existing computer programs by inputting data into the date processing system to enhance efficiency

• Converted documents to electronic database and archived them

• Developed a high attention to detail and discipline to properly format work to maintain consistency

• Responded quickly to complex requests in a fast-paced environment Extracurricular Activities

• Student managed investment fund

o Analyze data to formulate excel models using quantitative and qualitative analysis o Developed skilled financial statement analysis

o Valuation and WACC analysis

• Beta Alpha Psi Business Fraternity January 2017 – January 2019 o Developed communication skills by tutoring students o Engaged in community service

• Captain of intramural soccer and flag-football team September 2018-Current o Learned how to lead and manage a team

• Reviewer at December 2017-Current o Review New Mexicans’ resumes free of charge

o Tailor resumes to match job requirements

Achievements and Skills

• Passed Chartered Financial Analyst (CFA) exam level 1 December 2019

• Wall Street Prep Financial Modeling certification (in progress) o Financial Statement modeling, DCF modeling, M&A modeling, LBO modeling o Trading comps, Transaction comps

• Advanced in Microsoft Applications

o Word: Formatting & Page Setup, SmartArt & Text Boxes o Powerpoint: Animations, custom slides, charts

o Excel: Cell formatting, pivot tables, data sorting, data filters, data validation

• Fluent in German Language

o Advanced oral and written skills

Contact this candidate