Senior Financial Planning & Analysis Analyst

Omid Financial Sasson Analyst

**** ***** ***. *******, ** 91356 Phone: 818-***-**** *******@*****.*** SELECTED ACCOMPLISHMENTS:

MERRILL LYNCH

Surpassed first-year performance benchmarks by completing all assigned financial models within the first month of tenure.

Consistently earned recognition from leadership for accuracy and timeliness in financial reporting, maintaining error rates below 1%.

Received “The Newcomer” and “Employee of the Month” awards for outstanding contributions to financial planning within first month on a high-performing team.

EDWARD JONES

Maintained client satisfaction ratings above 98% by delivering actionable financial insights and responsive support compared to organizational averages in the 70% range.

Earned multiple regional and national awards for excellence in financial analysis, reporting accuracy, client satisfaction, and cross-departmental collaboration.

Produced ad-hoc financial analyses, including scenario planning and risk assessments, supporting strategic initiatives that improved forecast accuracy by 20%. STATE FARM INSURANCE & FINANCIAL SERVICES

Delivered financial insights that drove a 150% improvement in growth initiatives compared to peers, leveraging data analysis and strategic forecasting.

Designed and implemented custom metrics-tracking systems that reduced reporting errors and increased team productivity by 35%.

Enhanced budgeting and forecasting accuracy by building dynamic models to identify cost drivers and improve resource allocation, increasing forecast precision by over 25% and reducing budget variances. RTA & ASSOCIATES FINANCIAL SERVICES

Consistently exceeded performance expectations by delivering long-term financial modeling and forecasting objectives well ahead of schedule, accelerating strategic planning timelines.

Developed integrated financial reporting tools that improved executive decision-making and reduced turnaround time for reports by 30%.

Led initiatives to identify and target profitable market segments, driving a 40% increase in revenue while optimizing resource allocation.

PROFILE SUMMARY:

Seasoned financial professional with over a decade of experience in financial planning and analysis and cross-functional leadership. Proven expertise in budgeting, forecasting, variance analysis, and delivering actionable insights to support strategic decision-making and business growth. Skilled in analyzing complex data, developing financial models, and collaborating across teams to drive operational efficiency and profitability. Adept at building strong stakeholder relationships, identifying trends, and implementing process improvements to enhance financial performance.

SKILLS:

Consultative Selling Negotiation Business Development Organized Objection Handling Persuasive

Upselling & Cross-selling Ethical Collaborative Relationship Building Client Minded Strategic Thinking

Problem Solving Detail Oriented Presentation Skills Pricing Strategy Time Management Team Building

Process Improvement Budgeting Forecasting Financial Analysis Software Savvy (M.S. Word, Excel, Powerpoint, Outlook, Access, Google Suites, Docs, Spreadsheets, QuickBooks, Salesforce & Other CRMs) Omid Financial Sasson Analyst

4934 Doman Ave. Tarzana, CA 91356 Phone: 818-***-**** *******@*****.*** PROFESSIONAL EXPERIENCE:

Associate Vice President Financial Advisor 2025 - Present Merrill Lynch

Provided financial insights during strategic initiatives such as mergers, partnerships, or product launches to evaluate potential impact on profitability.

Monitored key financial metrics to identify performance gaps and recommended corrective actions to strengthen outcomes.

Designed sensitivity and scenario analyses to evaluate financial outcomes under varying market and economic conditions.

Mentored and guided junior financial professionals, providing training in financial analysis, modeling, and client advisory best practices to elevate overall team performance. Financial Advisor 2021 - 2025

Edward Jones

Gathered and interpreted financial data, market trends, and economic conditions to guide clients and provide recommendations.

Built financial models and projections to estimate future portfolio performance and cash flow outcomes.

Prepared clear, accurate, and timely financial reports, budgets, and forecasts for clients. Independent Agent / Owner 2019 - 2020

State Farm

Oversaw capital expenditure decisions, evaluating ROI to ensure investments aligned with business growth objectives.

Evaluated market and competitor data to guide long-term business strategy and positioning.

Reviewed and reconciled account statements, ensuring accuracy and compliance with accounting standards.

Developed and maintained performance dashboards to monitor financial health and operational efficiency across departments.

Vice President of Operations / Financial Analyst 2012 - 2019 RTA & Associates Financial Services

Assessed and evaluated the risks and returns of different investment opportunities and suggested strategies to mitigate portfolio risks.

Explained financial concepts, and portfolio risks, to guide decision-making.

Ensured adherence to regulatory requirements, financial regulations, and tax laws through proper data management and submission of financial documents.

Supported ad hoc financial analysis projects, including scenario planning and risk assessments.

* Prior work history available upon request.

EDUCATION:

Bachelor of Business Administration

California State University, Northridge

Graduated: June, 2001

California State University, Northridge

Master of Business Administration

Graduated: June, 2006

LICENSES:

FINRA: Series 7, Series 65, Series

63, Securities Industry Essentials

CA Department of Insurance:

Life/Accident and Health Agent

LANGUAGES:

English (Native)

Spanish (Intermediate)

Farsi/Persian (Native)

REFERENCES:

Professional references available upon request

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