Financial Analyst Office

Mark Grivnin

Mountain View, CA

650-***-****; ***********@*****.***

PROFESSIONAL PROFILE

A creative and resourceful leader with firsthand experience in financial modeling, analytics, and leading team members:

Created a robust model for startup to maximize cash flow, visualize expenses, and project revenue growth.

As a Junior Analyst at SJSU Spartan Fund led forecasting team to deliver results that exceeded expectations. DEFINING SKILLS

Teams: Organize dynamic teams that conduct their mission.

Projects: Take on critical projects and develop action plans for their completion.

Results: Socialize plans for agreement. Supply firsthand leadership to deliver the exceptional. TECHNICAL SKILLS

Microsoft Excel Python Russian

Microsoft Word Tableau Hebrew

Microsoft Office Suite Slack French

ACCOMPLISHMENTS CHRONOLOGY

You’re Welcome, Paris, FR (Financial Analyst) July 2020 – Present You’re Welcome focuses on supporting the hospitality industry.

• Upon onboarding, quickly discovered company was spending excessively on non-critical operations and had little understanding of its financial health. Created a financial model outlining cash management, expenses, and potential revenue growth. After model was added to investor pitch deck, it showed investors that the company had a financial plan which boosted investor confidence. TechLAB Innovation Center, Santa Clara, CA (Research/Statistical analyst) May 2020-June 2020 TechLAB Innovation Center mission is to scale up business operations.

• A French research survey needed an adapted version to suit the U.S. population. Prepared a Purchasing Strategy Behavior survey during COVID-19 in cooperation with the University Grenoble Alpes and the University Montpellier 3, France. Conducted a qualitative research study to assess different hypotheses. Led team meetings to present findings in a PowerPoint presentation. Contributed to a scientific research paper. SJSU Spartan Fund, San Jose, CA (Junior Analyst) Jan 2020-May 2020 SJSU Spartan Fund is an investment group of students practice investment concepts with donated funds.

• The team struggled to prioritize and execute tasks for company analysis. Developed a process with novel forecasting methods to complete each task. Leveraged discussion forums to sharpen the message of analysis through senior analysts’ feedback. The team completed each presentation a week earlier and the Board took on 50% more proposals made by the team, as a result.

WRP Wealth Management, San Jose, CA (Finance Intern) May 2018– Aug 2018

• The company wanted to grow its business leveraging existing customers. Created a mortgage model to convert bank customers to invest with the firm using a simple and customizable Excel tool. Created a robust model that showed the benefit of opening an investment account. Added the model to advisor toolkit and trained all on the front lines on how to use the tool to persuade clients, growing the company’s business, as a result. MarketWatch Club, Stockton, CA (President) 2018

MarketWatch club is a student-run financial literacy organization. Mark Grivnin 650-***-****; ***********@*****.*** Page 2/2

• Found that students understood little about money management and the lack of educational resources on campus made this worse. Created a club where students are explained the basic economic and financial principles through a stimulated investment game. Through a mix of presentations and the game, students felt more confident to invest and become more conscious about money. In a month, the club gained five new members and two members began investing in the stock market.

EDUCATION

B.S. Business Administration- Finance (3.58), San Jose State University May 2020 Cum Laude

SPECIAL ACHIEVEMENTS

Credit Analyst Certificate - Organized by Heritage Bank of Commerce and the Center for Banking and Financial Services at SJSU. The certificate is a program that exposes participants to financial and credit analysis, loan underwriting, and approval. Taught by Heritage Bank’s managers and executives and a final team-competition where the two best performing teams are rewarded with scholarships. Won second position and scholarship.

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