Financial Modeling, Wealth Management

SOLOMON KOFI TOME

***************@*****.*** Bronx, NY LinkedIn

EDUCATION

University of Massachusetts, Amherst, Bachelor of Arts in Economics; minor in Political Science. 02/2018 – 08/2022 Corporate Finance Institute, Certificates in Financial Modeling, Valuation, and Wealth Management. Relevant Courses:

Intermediate Micro & Macro Economics, Money and Banking, Financial Modeling and Analysis, Valuation, Accounting, Budgeting & Forecasting, Capital Markets.

SKILLS

Languages/Applications

Microsoft Suite (Word, Excel, PowerPoint, Outlook), Python (Intermediate), R, Tableau, Capital IQ, Refinitiv Workspace. Organizations

Phi Theta Kappa, Economics Club, Honor Society.

PROJECTS

Financial Modeling, Microsoft Excel 02/2023 – 06/2023

● Developed a dynamically linked 3-statement model using Microsoft excel.

● Accessed multi-year forecasts, projects, income statements, cash flows and balance sheets to increase revenue.

● Performed scenario analysis, sensitivity analysis, dilution analysis, and other advanced modeling practices.

● Used ● the •d models to assess the overall risk and attractiveness of investment opportunities. Valuation, Microsoft Excel 10/2022 – 01/2023

● Performed company valuations using comparable company analysis, precedent transactions, and discounted cash flow

(DCF) modeling.

● Built a discounted cash flow model and performed computations of a firm’s weighted average cost of capital.

● Used the built models to arrive at a range of value for businesses combining multiple methods.

● Performed valuations using Enterprise values and Equity value multiples to reflect the worth of a company. Financial Markets 01/2022 – 05/2022

● Conducted research on financial instruments to measure market volatilities.

● Researched why large financial institutions rely on statistical models to measure risk appetite.

● Determined whether or not the use of various methodologies, specifically Value at Risk (VaR) as a measure of risk in portfolios of financial assets, are able to accurately predict future outcomes given the concept of uncertain knowledge or imperfect information.

RELEVANT EXPERIENCE

Peer Tutor, University of Massachusetts 01/2021 –05/2022 Amherst, MA

● Tutored 5+ students in Economics and Finance and coordinated project assignments.

● •Offered holistic mentoring, fostering comprehensive student development and growth beyond academics.

● •Developed entrepreneurial skills by adopting a work ethic, and forming meaningful connections. Deputy Financial Secretary, God’s House Ministries International 08/2010 – 10/2014 Accra, Ghana

● Performed regular account reconciliation to maintain accurate financial records.

● Documented accurate transactions which provided seamless information for congregants.

● Ensured that receipts were kept in a safe until deposited, and deposits were made safely. EXTRACURRICULAR ACTIVITIES

Pianist, Redeemer Church of Christ 10/2017 –03/2023 Bronx, NY

● Co-led musical concert with an 8 member team.

● Mentored prospective pianists during training sessions.

● Volunteered at church services, revivals, and concerts.

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