Financial Analyst Senior

ERNESHIA D. FREEMAN, MBA

Chicago, Illinois ***** 773-***-**** **********@*****.*** www.linkedin.com/in/erneshia-freeman-mba-financeprofessional

SUMMARY

A detail-oriented and hardworking finance professional with a wide range of experience in funds management and analysis, financial reporting, price validation, finance modeling, transactions, cost calculations, and audits. Possesses additional strengths in sales, market trend analysis, customer service and retention, and business development. Solution-oriented and forward-thinking, collaborates with personnel within and outside an organization to effectively resolve customer questions and concerns. Utilizes a vast background and professional skill set to contribute to significant increases in revenue and business growth. I am looking forward to continuing my finance career by gaining new skills and honing in on my existing skills in addition to becoming an asset.

EXPERIENCE

LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA (LGIMA), Chicago, Illinois

Senior Fund Oversight Analyst 2022-2025

Launched price validation process by performing tolerance checks against benchmarks and comparative data.

Identified areas of concern and suggested enhancements based on market trends.

Challenged third-party administrators for continuous improvement. Compiled reports to committee and directors.

Liaised with fund managers, operations, and associated stakeholders to ensure accurate foreshadowing investments.

Addressed ad hoc client requests and prepared operations model for new business and trading.

Prepared transaction cost calculations and account activity.

Ensured internal bookings reflected client- and portfolio manager-directed activity.

NORTHERN TRUST WEALTH MANAGEMENT, Naperville, Illinois

Senior Funds Analyst 2017-2021

Audited rate of return analysis for various clients on a daily, monthly, quarterly, and annual basis.

Executed InvestOne, Bloomberg, TLM Premium, and FundMaster operational programs.

Reported corporate actions for numerous clients and securities.

Served as liaison between regional manager and client services manager for client inquiries and concerns.

Cultivated relationships and rapport between client and company for maximum reliance in appropriating funds.

Developed macros that increased productivity within client services by 48% within the first year of inception.

Adhered to company’s strict policies on securing personal and financial information.

RYDER SYSTEMS INC., Melrose Park, Illinois

Senior Financial Services Representative 2011-2017

Increased rental margin and revenue by 11% each quarter.

Maximized utilization through aggressive marketing and customer service strategies.

Retained increased market share and overall rental growth for Illinois business unit.

Grew customer retention rates by 19% annually.

Developed inter-district billing system which added annual average of $30,000 to bottom line.

Served as liaison with multiple vendors, including FedEx, Frito-Lay, USPS, and Coca-Cola.

EDUCATION

ARGOSY UNIVERSITY, Chicago, Illinois, M.B.A., Finance

WESTWOOD COLLEGE, Chicago, Illinois, B.S., Marketing and Sales

Contact this candidate