Corporate Finance Associate, Financial Analyst

QUALIFICATIONS PROFILE

Highly analytical, solution-focused, and results-driven professional offering progressive years of experience in Financial Risk Analysis, Portfolio Management, and Stock Broking, interested in pursuing advancement within the field of finance to continue the promotion of skills, knowledge, and expertise. Show competency in preparing financial reports and statements with proven ability to improve workflow, efficiency, and accuracy. Possess a keen eye for detail and accustomed to establishing win-win relationship with clients of diverse culture in fiercely competitive situations.

CORE STRENGTHS

- Risk Management and Securities Regulation

- Financial Reporting and General Accounting

- Stock Market Research and Analysis

- Superior Presentation and Interpersonal Skills

- Time Management and Deadline-Driven

- Outstanding Clients Relations

- Organized with Strong Analytical Abilities

- Problem Resolution and Decision Making

- Articulate Oral and Written Communication

- Multitasking in Fast-Paced Environments

EDUCATION

BACHELOR OF SCIENCE IN BUSINESS ADMINISTRATION, Concentration in Finance

GPA: 3.6; Dean’s List

- Hawaii Pacific University, Honolulu, HI: 2008–Present

Relevant Courses Taken: Investments, Business Finance, Money and Banking, Financial Risk Analysis, Economics, Portfolio Management, Accounting, and Ethics

COURSEWORK IN BUSINESS ADMINISTRATION - Kapiolani Community College, Honolulu, HI: 2006–2007

COURSEWORK IN BUSINESS ADMINISTRATION - University of Nevada, Reno, Reno, NV: 2005–2006

PROFESSIONAL EXPERIENCE

SIGNUM CORPORATION - HONOLULU, HI (2005–PRESENT)

ACCOUNT EXECUTIVE 2007–PRESENT

Develop and implement innovative marketing strategies and promotions to generate new clients and exceed target revenue. Work collaboratively with account managers and foster team unity toward achievement of corporate goals and objectives. Build and cultivate long-term quality relationships with Hawaii's Real Estate community to generate new business opportunities, repeat business, and referrals.

Notable Achievement:

- Obtained the “President's Club” level within the first year of tenure through exemplary performance, efficiency, and dedication

EXECUTIVE ASSISTANT 2005–2007

Prepared PowerPoint presentations and recorded minutes of board meetings. Examined and analyzed accounting records, financial statements, and reports to assess accuracy, completeness, and conformance to reporting and procedural standards.

Notable Achievement:

- Provided high-level of administrative support to the CEO and President of the company on a daily basis

FINANCE INTERNSHIP

Broker Intern - Merrill Lynch, Honolulu, HI: 2009

- Utilized both technical and fundamental analysis in analyzing current and future trends in the stock market

- Accurately reviewed and evaluated portfolios for risk and return

- Compiled and maintained research reports on different industry groups in the market

TECHNICAL PROFICIENCY

Microsoft Office Suite: Excel, PowerPoint, Word, Access, including great Internet research skills

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