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Financial Analyst Customer Service

Location:
Los Angeles, CA
Posted:
July 17, 2023

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Resume:

JENNIFER ABBAN

*** * ******** ******, #*****, Los Angeles, CA 90012 Phone: 917-***-**** adyc4b@r.postjobfree.com

An investment professional with experience in financial modeling, analyzing financial markets, industry research and writing industry reports.

EDUCATION

HOWARD UNIVERSITY SCHOOL OF BUSINESS, Washington, D.C.

Graduated Summa Cum Laude with a Bachelor of Business Administration in Finance - May 2000 (GPA – 3.91)

~ Business Honors Society ~ Dean’s List (1997 – 2000)

~ Trustee Scholar

PROFESSIONAL EXPERIENCE

LAHSA

Matching Data Analyst March 2021

Responsible for identifying trends in data for LASHA team

Analyzed and created weekly reports using pivot tables

Researched gaps in matching housing using a resource management system

Used excel extensively to pool data and create match data for housing

Freelance Research Writer March 2018 – January 2021

Research journals and publications to identify current findings on specific topics

Edited and reviewed manuscripts for publications

Wrote articles for blogs and websites on a variety of topics

Prepared PowerPoint presentations to support research information

DEAL CAPITAL LLC

M&A Research Analyst November 2017 – February 2018

Comparable company analysis: Used valuation metrics to determine the financial performance of companies

Analyzed the LBO capital structure of companies including senior debt, mezzanine financing, and equity

Extracted data from Pitchbook Analytics to determine the market capitalization of companies

Conducted an analysis on valuations in the equity market and trends in structuring private investment in public equity (PIPE) transactions

Created industry research reports on recent mergers and acquisition activities

Provided strategic insights and analysis on specialized industries such as the self-storage industry

Created bitcoin and cryptocurrency research reports and performed industry analysis

MULTI-FAITH AND MULTICULTURAL COUNSELING GROUP, NJ February 2016 – November 2017

Web Content Writer - Freelancer

Developed social media content for counseling website

Proofread and edited web content for website development

Reviewed other peer group sites to ensure that the firm’s website is a leader in the industry on the internet

PAPER EXPERTS, telecommuting contractor from Stamford, CT May 2010 – June 2016

Research Assistant

Conducted literature reviews using research studies and reports to analyze data

Edited research documents and manuscripts and revised research papers

Reviewed research projects for clients on a weekly basis and discuss

TAX DEXTER, (Tax and Accounting Firm) New Milford, CT January 2010 – April 2010

Created pivot tables to generate tax pricing sheets and invoices for clients.

Prepared tax returns for small businesses and private clients using pro-series.

Handled client relationship functions and performed customer service duties in reviewing tax documents and solving problem.

VERIMERGE, Information Technology Company, Chicago, Il July 2006- June 2008

Analyst

Collaborated with a team to identify niche markets and researched business opportunities to increase customer base.

Managed projects using a database to maintain sales data and helped develop strategies to increase sales.

Created charts and performed analysis to demonstrate and analyze future cash flow projections for the firm.

CIT, Livingston, NJ September 2002 – July 2005

Analyst, Secondary Marketing Group

Created a database in excel using pivot tables and filters to manage and monitor pools of mortgage loans in delinquency, foreclosure and bankruptcies.

Performed financial analysis in excel to identify the rates of default and delinquency on mortgage loans.

Achieved a 30% cost reduction in loan repurchases by expediting the repurchase process in less than half the projected time.

Analyzed mortgage data and created analytical reports for non-performing loans to be presented to clients.

Resolved non-performing loan problems by researching legal contracts and identifying breaches.

LEHMAN BROTHERS, New York, New York July 2001 – July 2002

Financial Analyst, Asset Backed Securities Group (Analyst Program)

Prepared internal sales memoranda and commitment committee memoranda and participated in prospectus drafting.

Conducted a historical spread analysis on asset backed transactions that were used to make recommendations to clients aimed at increasing funding volume, reducing cost of funds and diversifying investor base.

Created financial models to calculate mortgage discount rates, principals, liquidating proceeds and bond cash flow amortization.

Created graphic charts to demonstrate volumes of different classes of asset back transactions and trends of spreads.

Conducted market research on asset-backed transactions which was used to determine new structural features that would enhance current transactions.

Played a key role in establishing a recruiting team to Howard University and organized panel group discussions on campus.

Transaction experience includes:

~ Ford Credit Owner Trust Series 2001-1 $5 billion lead-managed public debt offering.

~ Toyota Auto Receivable Owner Trust Series 2001-A $1.2 billion co-managed public debt offering;

~ Ford Credit Auto Owner Trust Series 2001-B $3.0 billion co-managed public debt offering.

Financial Analyst, Residential Finance Group (Analyst Program) June 2000 – July 2001

Developed an access database for residential mortgages to maintain data for bond face value, interest rates, coupon rates, maturity date and settlement date.

Interacted with traders, accountants and lawyers to confirm the accuracy of the analysis incorporated in marketing materials and SEC documents.

Managed database to track Lehman’s weekly mortgage-backed securities issuance volume and reported results to external financial publications including Thomson Financial.

Demonstrated leadership role by mentoring new candidates to identify their skill sets, interests and roles for various desk rotations.

PAINEWEBBER, Washington, D.C. June 1999 – August 1999

Summer Analyst, Private Client Group

Conducted comparative analysis including rate of return, earning performance and stock price performance of companies for client investments.

Prepared long-term retirement account performance reports using a financial framework designed to assist clients (with portfolio ranging from $20,000 to $500,000) to determine possible investment opportunities.

Compiled detailed company information to create brief reports used by clients to assess the future growth potential of the companies.

SKILLS

Team player and strong work ethic Research and organizational skills Interpersonal skills

Effective communication and writing skills Quantitative and analytical skills Microsoft Excel

Microsoft Office (Excel, PowerPoint, Access, Word) Ability to multitask



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