Financial Analyst Accountant

JAREK BALKOVIC

*************@*****.*** 717-***-****

PROFILE

Organized, reliable and ambitious professional with excellent attention to detail. Interested in working closely with experienced executives to maximize prosperity and minimize risk across investment vehicles. Offering a degree in finance and over two years of work experience in financial services and accounting: seeking a financial analyst position.

EXPERIENCE

June 2020-Present

Financial Analyst Behrwood Capital Services

Currently employed in a hybrid role as an accountant and financial analyst catering to a high-wealth client. I primarily process foreign exchange transactions within investment accounts for many separate entities. I advise our team’s investment officer on foreign markets and prepare reports after performing fundamental analysis to value intrinsic securities prices. I value derivatives, futures, and forwards contracts and process the transactions. I prepare performance reports and forecasts for all managed entities.

June 2018-April 2020

Financial Analyst LMB Investments

Conducted market research across sectors. Performed detailed equities research. Provided investment officers with fundamental securities analysis. Developed proprietary stock-screening software. Developed advanced financial models using Excel. Implemented new financial software into investing procedures.

EDUCATION

Penn State Capital College Harrisburg, Pennsylvania

May 2018: Bachelors of Science in Finance

GOAL:

CHARTERED FINANCIAL ANALYST (CFA) LEVEL I DESIGNATION

KEY SKILLS AND CHARACTERISTICS

·Excel VBA Development

·Foreign Exchange Accountant

·Quicken / QuickBooks

·Problem Solving

·IT Software

·Derivatives

· Futures / Forwards

·Management of Information systems

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