Financial Analyst Senior
Resume:
Las Vegas, NV *****
https://www.linkedin.com/in/jarekbalkovic/
*************@*****.***
JAREK BALKOVIC – SENIOR FINANCIAL ANALYST – B.S. FINANCE
PROFILE
Senior Financial Analyst with extensive experience in dynamic financial modeling and financial accounting. Skilled in commercial real estate acquisitions, equities valuations, and financial planning & analysis for operating companies. Proficient in using Power BI, Anaplan, and other data visualization and ERP software. Highly knowledgeable on GAAP financial reporting and an active CPA Candidate (CA).
EXPERIENCE
SENIOR FINANCIAL ANALYST
INSIGHT ADMINISTRATIVE SERVICES
2021-Present
- Conduct dynamic financial modeling for commercial real estate projects and operating companies, supporting acquisition and underwriting efforts.
- Create and maintain statements of cash flows for over 60 entities under management, meeting strict reporting deadlines.
- Develop complex cash flow models incorporating statistical concepts for forecasting and assigning probability distributions to variables.
- Expertise in construction and commercial real estate accounting, including amortization and depreciation schedules, job cost modules, and journal entries.
- Prepare and review detailed GAAP and Non-GAAP financial reporting and statements for CPA review.
ACHIEVEMENTS HIGHLIGHTS
- Played a key role in the successful acquisition of an 86-unit hotel in San Diego and several residential properties in Southern California by creating critical pro-forma financial models for commercial loan underwriting.
- Demonstrated financial leadership in managing operating companies, incorporating probability distributions, and utilizing data programs like Excel Solver and scenario manager to estimate various situations.
- Leveraged Excel spreadsheets, Power BI, and Anaplan software for data visualization and providing unique reports to management.
FINANCIAL ANALYST
BEHRWOOD CAPITAL SERVICES
2019-2021
- Developed financial models for valuing individual securities using various methods such as DDM, FCFE, ROE, and EBITDA multiples valuations.
- Conducted financial modeling for stock portfolios, including efficient frontier analysis and regression (variance-covariance).
- Ensured performance reporting adhered to GIPS standards and handled general ledger entries for stock and options trades.
- Produced monthly financial statements and reconciliations for each entity, utilizing Excel pivot tables and some VBA development.
FINANCIAL ANALYST
LMB INVESTMENTS
2016-2019
- Managed, analyzed, closed, and reconciled multiple ledgers across various entities using accounting software like QuickBooks, Yardi, and NetSuite.
- Prepared acquisition and disposition entries for real estate properties and conducted variance analysis (budget vs. actuals).
- Developed dynamic financial models using Excel and utilized Microsoft Office suites extensively for financial analysis.
EDUCATION
BACHELOR OF SCIENCE IN FINANCE
PENNSYLVANIA STATE UNIVERSITY 2018
CERTIFICATE: FINANCIAL MODELING AND VALUATION ANALST, CORPORATE FINANCE INSTITUTE
CERTIFICATE: PROFICIENCY IN AUSTRIAN ECONOMIC THEORY, MISES INSTITUTE
TECHNICAL SKILLS
Corporate Finance
oCapital budgeting (financial modeling)
oPrepare Statements of Cash Flows
oFree Cash Flow to Equity Models (security valuations)
oMergers and Acquisitions
oUnderstanding of speculative markets
oRisk Management for financial institutions
Swaps / Forwards / Swaptions
Forwards / Futures
Credit Risk
Excel:
oDynamic financial modelling
oComplex & conditional formulas
oSolver / Scenario Manager
oVBA developer macros / Pivot tables / Vlookup
oMicrosoft Office Specialist: Excel 2013
oArray operations
o@Risk add in
oMonte Carlo Simulations
Accounting
oGAAP Financial Reporting
oIncome Tax Accounting, Tax Strategies & Tax Preparation
oAccounting for Leases
oReal Estate Acquisition / Disposition Accounting
oMACRS Depreciation Methods
Statistics
oDistributions
oProbability
oHypotheses testing
oSampling
oVariance / Covariance / Beta
oMonte Carlo Simulations
Data Visualization / ERP Systems
oPower Bi
oTableau, Anaplan, NetSuite
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