Financial Analyst

PROFESSIONAL PROFILE

An analytical Finance graduate with 5 years’ practical experience in finance and inventory roles. Recognized as a high achiever, demonstrated through various awards at University. Strong passion for finance and accounting, developing further skills through active roles in investors club memberships, with the opportunity to collaborate with Fortune 500 Leaders. Proven background in all aspects of financial analysis, including risk management, data mining and statistical modelling. Currently looking to secure a challenging new Financial Analyst position.

KEY SKILLS

●Advanced Excel

●Financial Analysis

●Statistical Modelling

●Financial Reports

●Budget Management

●Data Mining & Analysis

●Stakeholder Management

●Forecasting / P&L

●Team Leadership

RELEVANT EXPERIENCE

Financial Analyst Nov 2018 – Dec 2020

FORD MOTOR CREDIT

●Revenue analysis of over $10,000,000 of Ford vehicles sold monthly and presented data to management to make informed investment decisions in a timely manner.

●Used critical thinking and independent judgement to make informed real-time decisions to secure contracts while mitigating risks.

●Avoided company losses of $300k+ per month through effectively managing and reducing at risk contracts

●Generated ~$250k vehicle contracts daily, analyzing and funding consumer credit applications

●Inspected credit investigations to identify misrepresentations or fraud and feedback to investigators as required

●Verified dealer and customer payments were accurate and performed regular audits to ensure correct compensation of dealer clients.

Financial Advisor (Intern) Jun 2017 – Aug 2017

FORESTERS FINANCIAL SERVICES, INC.

●Analyzed client finances and recommended investment strategies for short- and long-term financial goals

●Researched and presented to leadership on how industry trends affect financial planning

●Reviewed and analyzed client accounts, reports, and presentations to prepare advisors for client meetings

●Analyzed risk on client accounts and investments and crafted suitable investment products

Member Aug 2016 – May 2018

YOUNG INVESTORS CLUB, UCF

●Presented investment opportunities to potential investors, using technical and fundamental analysis

●Reviewed investment and trading strategies and portfolio management in global financial markets

●Completed financial intelligence training and engaged in multiple training sessions

Inventory Specialist Sep 2015 – Jun 2018

BEST BUY

●Managed a team of 8, reviewed performance, oversaw employee relations, and trained new employees

●Identified and analyzed process gaps and created a report of recommendations on suggested improvements

●Managed warehouse inventory of 1000-3000, documenting store receiving, inventory, transfers etc.

EDUCATION

BSc Finance 2018

University of Central Florida

●Recognition: President’s List; Dean’s List; Florida Bright Futures, Real Estate Academic Leaders

●Memberships: Association of Latino Professionals in Finance and Accounting; which involved collaborating with leaders in top Fortune 500 companies, discussing technical and practical self-marketing strategies

Contact this candidate