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Financial Analyst Accounting

Location:
Linden, NJ
Posted:
November 23, 2020

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Resume:

Sirs:

I am really proud to show you my great background and expertise not only while I worked for the Financial Industry in Colombia, my country but also here in the United States as Analyst. To start, I have developed lot of process, tasks and procedures not only for the financial services but also for investments business, like mutual, investments and retirement funds where I worked as Director for the Fiduciary for several banks where I focused as a Business Analyst to create and develop new kind of business like Mutual or retirement Funds and sometime later as Co-founder of my company, I created really confident tools for Fiduciaries and Investments companies to get the most reliable detail for a diversified type of financial transactions, which included the Perform of Methodologies for financial valuation of investments like equities, Repos, fix incomes, the Daily Cash Flow, the Balance and P&L.

The other side, this really good background changed due to I was always looking ways to surpass the level of success I have achieved then once my own company was successfully transferred then I decided to come to the United States, where from the beginning I worked long time for Sergeant Consulting Associates, a software consulting firm for the pharmaceutical industry that has given to me good knowledge and opportunities; for instance, I worked with PowerPoint, VBA, Excel, Access and SQL in order not only to create and update dynamic information but also to test all kind of tools that the company team developed and, additional, I was using different tools to get from different sources all data needed to generate valuable reports for customers. Right now I am pretty sure my background could provide to your company with great benefits of years of a successful and long professional experience, which has been gained through a consecrated, ethical and honest work, plus the ability and the highest interest I always am having to learn and to improve knowledge in different details, tools, processes and procedures.

The attached resume will provide you with lot of detail of what I have to offer. I look forward to meeting with you to discuss how my experience can greatly benefit your company.

Very Truly Yours,

FRANCISCO J. GOMEZ Francisco J Gómez

908-***-**** (E) adh2zf@r.postjobfree.com (A) 1320 Harding Av., Linden NJ07036

EDUCATION

Bachelor in Business Administration, Mayor in Finances Jun 1985

Pontificia Universidad Javeriana, Bogota, Colombia

Associate in Systems Analyst, Mayor in Computer Programmer April 1979

Centro de Investigación y Docencia Consultoria Administrativa, CIDCA, Bogotá, Colombia

CORE QUALIFICATIONS

Very enthusiastic as Financial Analyst

Fluent in English and Spanish. Flexible team player

Background creating procedures and tools to update financial data

Ability to learn quickly and efficiently

Positive attitude and strong ethical values

Organization and prioritization skills

Experienced using VBA, Excel, Power Point, SQL

SUMARY OF QUALIFICATIONS

Highly motivated and eager to apply the past experiences and techniques to the betterment of existing products or the creation of new ones, carrying on always my strong ethics values.

Broad knowledge on areas such as accounting (preparation of different GAAP financial statements, like accounting for Funds, Budget, Forecasting, Balance, Profit & Loss, Cash Flow), analysis and periodical valuation for diverse types of investments like equities, fixed incomes using different kind of interest rate methods and applying different mathematical models

Experience calculating, reporting, and analyzing daily Profit & Loss statement and expertise on preparing financial projections not only using regression analysis by researching but also collecting data and scrutinizing market trends. A really well understanding for the mutual and retirement funds business and their assessment and accounting procedures.

Strongest knowledge of different mathematics procedures option models for the investment valuation, like stochastic calculus, repos, derivatives, equities, bonds

Well prepared and comfortable as a lecturer/teacher in matters like pension funds and/or different kind of evaluation of investments then as a result in my country at some universities I was teaching Financial Mathematics, through different methods for the right evaluation of a portfolio of investment

Successfully combined experience and expertise between the leading management and the financial knowledge as the best way to develop not only technical tools but also different kind of financial and supports products

Long experience as a Project Management Office(PM0) where I have achieved great benefits thru the standardization and following for all process, tasks and procedures keeping always secure and confident ways to move each tool developed thru the consistency and confidence for all products and, additional, getting really soon results during the whole process to create each IT products and in order to be updated for any request from the customer or all kind of regulations from the control authorities or government

As a business analyst a strong ability to manage constants changes through the constant innovation and to achieve goals through products and projects developed to translate customer needs into tools, services, products and focused in helping to implement tools and technology solutions in a way to identify all requirements of a project or program, extracting all possible information from different customers associated to any of the projects in order to solve several needs for customers. Use of appropriate standards from PMA to develop and to get adequate ways to help customer to use efficiently projects, products and tools.

PROFESIONAL EXPERIENCE

Sergeant Consulting Associates

Jan/2000-Sep/2017

Quality Analyst, for the first 7 years

Experience doing quality assurance testing to ensure that software satisfy requirements and contingencies

Capture all requirements and define appropriate tools to qualify solutions

Work closely with the whole team to know news developments

Actively participate in end-to-end testing and functional new developments

Create test strategies, test plans, and execute all kind of test process

Performing Testing Based on Documented Business Requirements

Analyst for the last period of time

Extrapolate data from user interface to quantify, and summarize information relevant to sales history, market share, trends, growth, and other statistics by formatting and designing Excel spreadsheets, PowerPoint presentations and Access databases to summarize and present information efficiently

Using VBA and SQL extracting data from different sources in order to update and consolidate every month the whole database for customers

Generating truly and confident data and reports for customers using different sources of information

Soft Valores SA, Bogotá, Colombia Jun/1998-May/1999

CEO

Directing general policymaking and definition of policies, process and procedures for the employees, marketing, financial, accounting, budgeting conditions, managed accounts receivables, accounts payable, general cash flow – budget

Organize and manage the whole company group of people, which included the management and direction of the staff meetings, projects and products evolution

Primarily in charge for the design, distribution, implementation, and support of the firm’s financial-industry-based software products. These products included, but where not limited to, brokering, accounting, cash flow and budgeting applications

Very active participation in the systems project life cycle with respect to application components that needed to enhancement and/or development

Productos y Soluciones, P&S, Bogotá, Colombia Apr/1989-May/1998

CEO-Cofounder

By applying my extensive expertise on financial matters, I was the creator of the different tools for the trading business

Responsible for obtaining and organizing the whole information related to projects, which was including, but not limited, to operative systems, training materials, testing and procedures tools and all other information that could facilitate the accurate and evolution of a project

Responsible to assist the clients with the completion not only of annual budgeting but also daily, weekly, monthly reporting of the most recent results (i.e., monthly forecasts, variance analysis of results to daily, weekly, monthly/annual plans, preparation of daily, monthly, annual plans, balance sheet management)

Assist the clients with review and analysis of financial information for planning and control purposes by ensuring results are properly and accurately recorded

Directing general policymaking and definition of policies, process and procedures for the employees, marketing, financial, accounting, budgeting conditions, managed accounts receivables, accounts payable, general cash flow – budget, which included the conceptualization and establishment of the overall organization and reporting structure of the company and the step by step definition of the people, formal titles, job descriptions

Support and training to a variety of Investment Management groups

Primarily in charge for the design, distribution, implementation, and support of the firm’s financial-industry-based software products

Fiduciaria Bermúdez y Valenzuela, Banco Extebandes, Banco Unión,

Bogotá, Colombia Feb/1982-Apr/1989

Director of the Fiduciary

In charge to do research and develop in order to build the Fiduciary Division for the Bank name

Directing general policymaking and definition of policies, process and procedures for the employees, marketing, financial, budgeting conditions, managed accounts receivables, accounts payable, general cash flow – budget for the Trust Division, which included not only the whole conceptualization and establishment of the division and its reporting structure but also the step by step definition of the people, formal titles, job descriptions

Primarily in charge and responsible for the designing and organizing of the whole information related to each product to be distributed or implemented, which included, but was not limited, materials, procedures, policies market objectives, target and legal process to be presented to the local authority for its approval

The management and direction of the staff meetings in order to evaluate the product evolution and support of the bank products, principally mutual funds and other financial services developed to catch bank customers

The management and direction of the staff meetings in order to evaluate the product evolution and support of the bank products, principally mutual funds and other financial services developed to catch bank customers

Looking ways to improve my work experience here in the United States. In my country I worked for the financial industry where I was successful not only doing business at several entities as the Director of the Trust Division but also, using my long business analyst experience, developing confident tools to make valuation, accounting, cash flow, update data for customers and authorities. Added to here where I was working as a Q/A & Analyst developing several process and tools to verified process and data.



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