Financial Analyst Senior

Jacob Cotner, CPA (Inactive), MBA

**** ********** *****, ***** ***** Heights, MN 55076

Phone: 612-***-**** Email: ****.******@*****.***

Career Summary

I am looking for a fresh start in my career from over a decade of corporate finance and strategy analysis. I can quickly adapt to new environments and am also independently motivated. I enjoy team collaboration on projects and have a robust background of continuing professional education combined with corporate workplace experience.

Professional Experience

Working Towards New Business Venture Aug 2023 to Sept 2024

Mergers & Acquisitions Analyst

(Resigned to pursue alternative opportunities) Aug 2021 to July 2023

Federal Reserve Bank of Minneapolis Pursuing an economy that works for all of us

Evaluated banking mergers & acquisitions applications, including determining compliance with applicable laws, regulations, and policies, as well as assessing factors such as financial condition, competence and integrity, and competition.

Utilized Lean Six Sigma techniques to simplify reporting on banking applications.

Performed competitive market analysis, reflecting the concentration of a bank’s market share of deposits in metropolitan statistical areas.

Senior Financial Analyst

(Laid off – departmental reconfiguration) Mar 2020 to Oct 2020

Sabrosura Foods A cheese, chorizo, and dessert corporation

Generated an automated method for quarterly sales segment financial reporting including variance analysis modeling for board of director financial updates.

Performed ongoing improvements to the company's statistical revenue forecasting method and monitoring of forecast accuracy.

Performed financial analysis of process improvements summarizing financial impact.

Executed pricing analysis focusing on the financial impact of pricing scenarios, resulting in the implementation of a new commodity-indexed pricing method.

Implemented daily cash flow analysis and forecasting.

Supported legal issues for financial matters in ongoing company lawsuits.

Senior Financial Analyst (Laid off) Apr 2016 to Jan 2020

Financial Analyst (Promoted) Oct 2012 to Apr 2016

Apogee Enterprises Commercial construction building product manufacturing and installation

Performed statistical revenue forecasting, simplifying large amounts of data and summarizing results for management.

Temporary relocation to company subsidiaries to assist accounting teams when support was needed.

Financial review of large capital asset requests.

Provided backup support for the treasury department as a Cash Analyst.

Identified potential acquisitions and maintained a pipeline of potential opportunities with valuation estimates.

Performed mergers & acquisitions due diligence.

Created a new discounted cash flow template.

Performed annual market size and share of demand analysis, identifying geographic targets and competitor portfolio weaknesses.

Provided ongoing sales training, providing a source for company-wide lead tracking.

Completed market indicator correlation modeling to identify which indicators best align with company performance, improving revenue forecast accuracy.

Finance Management Trainee &

Lean Six Sigma Black Belt (Promoted) July 2011 to Oct 2012

Apogee Enterprises Commercial construction building product manufacturing and installation

Team lead role on the process improvement initiatives focusing on financial analysis.

Individual Tax Return Preparer Jan 2011 to Apr 2011

Self Employed

Obtained a Personal Tax Identification Number for compliance with IRS.

Prepared and filed individual tax returns.

Education

MBA in Corporate Finance & Investment Banking – Carlson School of Management

CPA - Inactive License

Bachelor of Arts in Accounting – Gustavus Adolphus College

Computer Skills – Excel, Access, PowerPoint, Hyperion, BPC, JDE, Epicor, Ceecom, Word

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