Financial Analyst Asset Management

Anne Giordano

*********@*****.***

Professional Summary

Highly experienced financial analyst with over 8 years of expertise in financial analysis, asset management, and business compliance. Proven leadership skills with a track record of managing teams and ensuring compliance with federal and state regulations. Adept at financial planning, budgeting, and strategic decision-making. Strong proficiency in GAAP, financial modeling, and corporate finance concepts.

Professional Experience

Senior Financial Analyst

Jjm llc, 2021 to 2024

• Lead the analysis and development of financial strategies to support departmental planning and control.

• Direct and manage the workload and accuracy of deliverables for a team of financial analysts.

• Develop and implement financial services and asset management strategies, ensuring alignment with business objectives.

• Ensure compliance with federal and state legislation and internal policies, driving consistent accounting practices and reporting.

• Provide financial and budget management, including the development of pricing models and templates.

• Prepare proposals with supporting documentation for senior leadership, offering strategic recommendations for business issues.

Bookkeeper, analyst

Jjm technology, 2017 to 2020

• Conducted in-depth financial analysis and provided actionable insights to support business decisions.

• Developed and maintained financial models to forecast revenue, expenses, and cash flow.

• Ensured accuracy and compliance with GAAP in financial statements and reports.

• Collaborated with cross-functional teams to develop and implement financial strategies and initiatives.

• Assisted in the preparation of budgets and financial plans, monitoring variances and identifying cost-saving

Tech associate manager, accent

• Managed financial operations, ensuring compliance with military financial regulations.

• Supervised a team, overseeing financial planning and analysis activities.

• Provided leadership in financial decision-making processes, contributing to the overall efficiency and effectiveness of financial management.

Education

Ctu, bachelors in business and computer science

Masters, In process

Skills

• Financial Analysis and Modeling

• Asset Management

• Budgeting and Forecasting

• Compliance and Risk Management

• GAAP and Corporate Finance Concepts

• Leadership and Team Management

• Proficiency in Microsoft Excel (formulas, pivot tables, v-lookups)

• General Accounting Software

References

Available upon request.

Contact this candidate