Financial Sales
Resume:
** **** **** **, *** York, NY ***** • 718-***-**** • *********@*****.***
Work History
Application Specialist, July 2019 to Present
S&P Global – 55 Water St., NY
● Managed investment banking and private equity accounts for feed products to a total of 3.7M USD.
● Developed & maintained 13 internal models to track financial KPIs, client deliverables, data quality, & forecasts.
● Collaborated with client-facing financial modelling teams to develop over 16 forecast & valuation models to institutional clients.
● Supported salespeople in closing over 2.5M USD in new opportunities by creating bespoke queries & models for new clients.
Associate, July 2018 to July 2019
S&P Global – 55 Water St., NY
● Yielded ~215M USD of growth over a 1-year period of a book of business beginning at 31M USD.
● Created Salesforce reports to track incoming deals pipeline worth ~74M USD.
● Coordinated a global team of Relationship Managers to increase product adoption through coordination of events & engagement campaigns for Big 4 accounting firms.
● Facilitated the training of ~75 analysts weekly on the use of Capital IQ & Market Intelligence.
● Spearheaded initiatives to design automated quantitative models on financial KPIs and sales pipelines.
Analyst, January 2017 to July 2018
S&P Global – 55 Water St., NY
● Aided clients in creating solutions on the Capital IQ suite of products resulting in approximately 1,100 client interactions per quarter
● Utilized the Capital IQ Excel Plug-In and Credit Analytics tool in order to assist clients in creating
& implementing valuation models.
● Averaged a client satisfaction rate of ~99% over 18 months on a variety of client queries including financial valuation, creating peer groups, and general account queries. Education
James Madison University,
Bachelor of Business Administration, Finance, Class of 2016 Skills
● Advanced Excel Proficiency (Formulas, Functions, some VBA)
● Portfolio & Revenue Analysis
● Structured Query Language (SQL)
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