Financial Analyst Business Administration

Joshua X. Talley, MBA

**** ******** **., *********, ** 21214

410-***-**** ********@*****.***

PROFILE

Self-motivated and results-driven business professional, underscored by 17 years’ experience, with an interest in several industries. Bringing forth a proven track record of achievement, positive collaboration, and an unquenchable thirst for learning. A proven financial analyst looking for a position that will benefit from my superior work ethic, and steadfast drive.

EDUCATION

Loyola University Maryland May 2014

Master of Business Administration Baltimore, MD

The Joseph A. Sellinger, S.J. School of Business and Management (AACSB Accredited)

Florida Southern College December 2009 Bachelor of Arts in Political Science & Business Administration Lakeland, FL

PROFESSIONAL EXPERIENCE

Edge Consulting Baltimore, MD August 2024 – Present

Strategy Consultant

Founded and managed a boutique strategy consulting firm, providing tailored financial and strategic advice to a diverse client base, helping businesses optimize operations, identify cost-saving opportunities, and enhance capital efficiency.

Analyzed clients' financials and strategic positioning, identifying inefficiencies, inconsistencies, and areas for growth, leading to actionable recommendations that resulted in measurable cost reductions and improved profitability.

Collaborated directly with C-level executives to design and implement strategic initiatives that maximized resource allocation, streamlined operations, and ensured sustainable business growth, helping clients stretch their capital and increase bottom-line performance.

Built and maintained strong relationships with clients, delivering bespoke consulting solutions that addressed specific pain points and contributed to their long-term business success, while continually adapting strategies to meet evolving market conditions.

Window Nation Fulton, MD August 2022 – August 2024

Senior Strategy Analyst

Conduct analyses to forecast and create strategic plans, including but not limited to implementation plans

Create models and automate data collection to update plans and inform strategy

Research, organize and analyze data and recommendations for clear communication

Provide relevant insights that help company make better decisions, address key challenges and concerns, and identify new ways to grow

Overseen numerous projects from concept to completion, demonstrated the ability to turn detailed data analysis into useful strategic insights

Tasked with locating money saving opportunities, as well as, finding areas to increase revenue; have garnered/saved $10mm in 18 month

Citigroup New York, NY September 2015 – August 2022

Assistant Vice President Jan. 2020 – August 2022

Re-engineered business processes used to margin complex financial portfolios, which improved efficiency, risk mitigation and proper ROI financial breakdowns

Conduct review team regulatory filings prior to submission, (e.g., Short Interest per FINRA 4560 and Portfolio Margin Reporting per FINRA 4210) enhance procedures and develop supervisory controls to ensure and assess accurate reporting and account management.

Successfully created/launched a regulatory assessment platform, improving reporting practices to reduce risk across operations globally

Assess both internal/external data to evaluate profitability and various markers that outline possible decisions for senior management

Officer (Senior Financial Analyst II-III) Sept. 2015 - Jan. 2020

Generate and submit weekly/quarterly written proposals to senior management via financial modeling, outlining; potential/current risks, various forecasts, and key performance indicators for customer portfolios using Microsoft office and other tools

Operated closely with FINRA contacts on various queries and internal Short Interest bi-weekly reporting

Morgan Stanley Baltimore, MD March 2013 – September 2015

Associate/Team lead – Institutional Equity Client Services & Commission Management Mar. 2013 – Sept. 2015

Provided operational support for Equity Sales & Trading desks

Maintained ‘single point of contact’ relationships with the firm’s institutional clients

Managed team responsible for trade confirmation, trade break reconciliation, account opening and maintenance, and trade settlement

Maintained oversight and direct line work for a team of analysts, associates, and an outsourced team in Chennai, India, including training sessions for new hires

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