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Portfolio Analyst Financial

Location:
Austin, TX
Posted:
May 25, 2021

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Resume:

Trent A. Gebben

Austin, Texas 217-***-**** admplx@r.postjobfree.com

LinkedIn: https://www.linkedin.com/in/trent-gebben-3aa54033/ Skills

Advanced Excel Formulas, SQL and Tableau

Professional Experience

KB Home Austin, TX

Financial Analyst (September 2020 - Present)

● Work with department heads to create a fixed cost budget that is used for forecasts and submitted to corporate

● Run variance analysis on monthly budgets and report findings to senior management

● Work with the land departments to update cash flows and business plan updates

● Update land budgets monthly based on input from the land team. Main Street Renewal Austin, TX

Portfolio Analyst (August 2019 - May 2020)

● Managed staffing forecast model and ran bi-weekly meetings with department heads to maintain optimal staffing levels

● Developed KPI's and hiring metrics for new positions

● Built reports and dashboards in Tableau using SQL and Excel

● Identified company inefficiencies and collaborated with directors from 6+ departments to implement solutions John Staurulakis Inc Austin, TX

Financial Analyst (April 2017 - August 2019)

● Created financial forecast models and used data visualization for 20+ clients to present summary of findings to senior management

● Assisted clients in addressing key business decisions complementary to the regular financial planning and analysis to help increase profit margins and ROI

● Constructed and presented financial data models to carry out ad-hoc projects and what-if scenarios for management decisions to present to clients

● Completed multiple quarterly and annual financial FCC filings for clients to earn significant funding

● Became an expert on 10+ clients’ central office and cable and wire networks to increase ROE Sage Environmental Consulting Austin, TX

Staff Accountant (April 2016 - April 2017)

● Prepared spreadsheets of past financial reports involving potential acquisitions for executives

● Prepared mid-month and end of month billing

● Generate weekly budgets and aging reports for our client service managers

● Initiated collections proceedings against accounts past due Education

University of Texas at Austin Austin, TX

Data Analysis and Visualization Bootcamp (July 2018 - January 2019)

● Developed the skills needed to solve data problems and conduct analyses on real-world problems Eastern Illinois University Charleston, IL

Bachelor of Science in Business (August 2011 - December 2015) Finance and Accounting (GPA 3.7/4.0)



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