Financial Analyst Planning
Resume:
MORRIS LARELL GREEN
**********@*****.***
Hattiesburg, MS 39402
EDUCATION
MISSISSIPPI COLLEGE
CERTIFICATIONS
CERTIFIED EUROPEAN
FINANCIAL ANALYST (CEFA)
Offered by European Federation of Finance
Focused on investment analysis, portfolio
management and ethical practices
Offered by European Financial Planning
Association
Focused on advanced personal financial
planning and wealth management
EUROPEAN FINANCIAL
ADVISOR (EFA)
EUROPEAN FINANCIAL
PLANNER (EFP)
Offered by European Financial Planning
Association
Focused on financial advisory, investment
planning and basic financial services
Bachelors of Science ( courses )
Associate of Business ( degree )
WORK EXPERIENCE
SCHROEDERS FINANCIAL
CANADA
Financial analyst
Dec 2021 - May 2024
The responsibilities of my financial analysis at Schroeders revolve around analyzing financial data to help
organizations make informed investment, budgeting, and operational decisions.
a. Financial Data Analysis
• Analyze financial data, trends, and historical performance to identify patterns and insights.
• Evaluate financial statements, such as income
statements, balance sheets, and cash flow statements.
• Assess profitability, liquidity, and risk metrics to provide actionable insights.
b. Budgeting and Forecasting
• Assist in the preparation of budgets and monitor variances against forecasts.
• Create financial models to predict future revenue, costs, and profitability.
• Provide forecasts based on market conditions and company performance.
c. Investment Analysis
• Research and evaluate investment opportunities,
including stocks, bonds, and other financial instruments.
• Conduct risk assessments and recommend investment strategies.
• Monitor portfolio performance and suggest adjustments as needed.
d. Business Performance Evaluation
• Assess the financial performance of departments, projects, or business units.
• Identify areas of inefficiency or underperformance and recommend improvements.
• Evaluate key performance indicators (KPIs) to measure success against organizational goals.
e. Reporting and Presentations
• Prepare detailed financial reports, charts, and summaries for senior management or stakeholders.
• Present findings and recommendations in clear and concise formats, such as dashboards or presentations.
• Support decision-making by providing timely and accurate information.
WORK EXPERIENCE
SCHROEDERS FINANCIAL
CANADA
Financial analyst
Dec 2021 - May 2024
f. Market Research and Competitive Analysis
• Conduct market research to understand industry trends and economic conditions.
• Analyze competitors’ financial performance and
strategies.
• Stay updated on financial regulations, market shifts, and emerging opportunities.
g. Risk Management
• Identify financial risks associated with investments, projects, or operational changes.
• Develop strategies to mitigate risks while maximizing returns.
• Monitor global and local economic indicators to anticipate potential impacts.
h. Collaboration and Cross-functional Support
LE LOUNGE / BAR - RESTAURANT
Travessera de Gràcia - 187
Barcelona, Spain
Owner
Aug 2018 - April 2021
As proprietor I had to oversee all aspects of the
restaurant’s operations, ensuring its profitability, customer
satisfaction, and smooth day-to-day running.
a. Business Strategy and Planning
• Develop and implement the restaurant’s business plan and vision.
• Set financial goals and monitor profitability.
• Identify opportunities for growth or improvement, such as expanding the menu or services.
b. Financial Management
• Oversee budgeting, cash flow, and financial planning.
• Manage costs, including food, labor, and operational expenses.
• Handle pricing strategies to balance profitability with customer satisfaction.
c. Operations Management
• Ensure smooth daily operations, including kitchen, dining, and back-office functions.
• Oversee inventory and supply chain management to avoid shortages or waste.
• Maintain equipment and ensure the restaurant complies with health and safety standards.
WORK EXPERIENCE
LE LOUNGE / BAR - RESTAURANT
Travessera de Gràcia - 187
Barcelona, Spain
Owner
Aug 2018 - April 2021
d. Menu Development and Quality Control
• Collaborate with chefs or kitchen staff to design menus that align with your brand.
• Monitor food quality and presentation to meet customer expectations.
• Stay updated on food trends to keep the menu fresh and relevant.
e. Staff Management
• Hire, train, and supervise staff, including chefs, servers, and cleaners.
• Foster a positive work environment and handle employee relations.
• Schedule shifts to ensure adequate staffing during busy and slow periods.
f. Customer Service and Experience
• Ensure high levels of customer satisfaction through excellent service.
• Address customer feedback, complaints, and suggestions promptly.
• Create a welcoming and engaging atmosphere in the restaurant.
g. Marketing and Branding
• Develop and execute marketing campaigns, including social media, promotions, and events.
• Build and maintain the restaurant’s brand identity.
• Partner with local businesses or influencers to boost visibility.
h. Compliance and Licensing
• Obtain and renew licenses, such as health permits, liquor licenses, and business registrations.
• Ensure compliance with food safety regulations and labor laws.
i. Community Engagement
• Build relationships within the community to establish goodwill and loyalty.
• Participate in local events or charitable activities to increase the restaurant’s visibility.
As a restaurant owner it was a necessity to juggle multiple roles, combining entrepreneurial vision with hands- on leadership to ensure the success and sustainability of the business. Strong interpersonal, financial, and
organizational skills are essential for thriving in this role. WORK EXPERIENCE
EVPA (European Value Partnered
Advisory)
Financial director
Sept 2012 - Feb 2018
As Financial Director EVPA I played a crucial role in the financial management and strategic planning of an
organization. My responsibilities included overseeing financial operations, ensuring compliance, and guiding
long-term financial strategy.
a. Financial Planning and Strategy
• Develop and implement financial strategies to achieve the organization’s goals.
• Prepare and manage the annual budget and forecasts.
• Conduct financial modeling to assess business scenarios and growth opportunities.
b. Financial Reporting and Analysis
• Oversee the preparation of financial statements and reports.
• Analyze financial performance and provide recommendations to senior management.
• Ensure accuracy and timeliness of reporting to stakeholders and regulatory bodies.
c. Risk Management and Compliance
• Identify financial risks and implement mitigation strategies.
• Ensure compliance with financial regulations and company policies.
• Coordinate with auditors for annual and internal audits. d. Cash Flow and Asset Management
• Monitor cash flow to ensure liquidity and financial stability.
• Oversee investment activities to maximize returns.
• Manage company assets and optimize their utilization. e. Leadership and Team Management
• Lead and develop the finance team, fostering a high- performance culture.
• Collaborate with other department heads to align financial goals with business objectives.
• Present financial insights and updates to the board of directors and shareholders.
f. Cost Control and Efficiency
• Analyze and control costs to improve profitability.
• Implement systems to monitor expenses and optimize resource allocation.
g. Stakeholder Engagement
• Maintain relationships with investors, banks, and financial institutions.
• Negotiate contracts, loans, and funding arrangements.
• Act as a key point of contact for financial matters within and outside the organization.
WORK EXPERIENCE
CMC SECURITIES UK
Financial officer
Aug 2009 - July 2012
The responsibilities of my financial compliance at CMC Securities primary involved ensuring the organization’s financial operations adhere to legal, regulatory, and internal policy requirements while maintaining efficient financial processes.
a. Regulatory Compliance
• Ensure adherence to local, state, and federal financial regulations.
• Monitor updates to financial laws, tax codes, and reporting standards (e.g., IFRS, GAAP).
• Prepare and submit accurate regulatory filings, such as tax returns, VAT filings, or SEC reports.
b. Internal Compliance
• Develop and enforce internal financial policies and procedures.
• Conduct regular audits to ensure compliance with company policies.
• Identify and address compliance risks, implementing corrective actions when necessary.
c. Risk Management
• Monitor financial transactions for irregularities or potential fraud.
• Establish controls to safeguard assets and prevent financial mismanagement.
• Collaborate with legal or compliance teams to manage risks related to contracts, loans, and investments. d. Audit Coordination
• Prepare for external and internal audits, ensuring all documentation is complete and accurate.
• Address audit findings and implement recommended improvements.
WORK EXPERIENCE
TIGER FINANCIAL CONSULTANTS
UK
Financial Administration Officer
July 2006 - Jan 2009
a. Recordkeeping and Documentation
• Maintain accurate financial records, including
invoices, receipts, and bank statements.
• Organize and archive financial documents for easy access and compliance with retention policies.
b. Budgeting and Financial Planning
• Support the creation and monitoring of budgets.
• Assist in preparing financial forecasts and analyses.
• Track expenses to ensure they align with approved budgets.
c. Reporting
• Prepare and present financial reports, including income statements, balance sheets, and cash flow
reports.
• Ensure reports are accurate, timely, and in
compliance with relevant standards.
d. Payroll Administration
• Oversee payroll processes to ensure employees are paid accurately and on time.
• Ensure proper withholding and reporting of taxes and benefits.
e. Accounts Management
• Manage accounts payable and receivable processes.
• Oversee billing, collections, and reconciliation of financial discrepancies.
f. Communication and Collaboration
• Liaise with external stakeholders, including
regulators, auditors, and financial institutions.
• Provide guidance and training to staff on financial compliance requirements.
• Work closely with leadership to align financial
practices with organizational goals.
TRANSFERABLE SKILLS
Strong knowledge of financial regulations and standards. Attention to detail and analytical thinking.
Proficiency in financial management software and tools. Communication and problem-solving abilities.
Leadership and teamwork
Project and time management
Proficient in Spanish
Proficient in German
Contact this candidate