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Business Analyst / Financial Analyst

Location:
Austin, TX
Posted:
November 03, 2011

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Resume:

PACO AHLGREN

**** ***** ***** ********* ***. **0-113 Austin, TX 78756

512-***-**** exr362@r.postjobfree.com

Financial / Business/ Systems Analyst

Critical thinker, researcher, and team leader with extensive experience turning complex financial, statistical, and economic trend analysis into meaningful business information. Self-starter with history of strategically researching, forecasting, and managing multi-million dollar businesses and financial portfolios. Team contributor and project manager with an entrepreneurial work ethic; able to manage multiple projects with competing priorities; thrives in complex, deadline-driven environments. Performance with high attention to detail. Fluent in English and Spanish.

Competencies:

Data Extraction / Management / Analysis Forecasting / Trading Models Risk Management

Accounting / Budgeting / Economics Quantitative / Statistical Analysis Trend Analysis

Commodities / Futures Analysis Security / Encryption Portfolio Management

PROFESSIONAL HISTORY

ICF INTERNATIONAL - Austin, TX (Contract Consultant)

ICFI is a global professional services firm that partners with government and commercial clients to deliver consulting services and technology solutions in energy and climate change; environment and infrastructure; health, human services, and social programs; and homeland security and defense markets.

Financial | Business | Systems Analyst (06/2010 to Present)

Manage complex business, financial reporting, and invoicing projects for large-scale municipal, state, and federal energy rebate programs. Implemented database reporting tools aimed at creating efficient information distribution.

Improved invoicing procedures dramatically by reducing repetitive inputs -- improving data management and distribution.

Reduced reporting production time (and increased accessible information) by 75% to 85% through the implementation of Crystal Reports and Microsoft Excel (SQL script) as database access and reporting tools.

THE COPERNICAN - Austin, TX

Wholly owned financial / real estate holding and management company. Specialized in acquisition and administration of commercial and residential real estate, as well as marketable securities, commodities, and derivatives.

Senior Financial Analyst (03/2005 to 07/2008)

Utilized strategic planning to manage the acquisition, improvement, and management of a real estate portfolio of over $7M. Led team of 75+ in-house and outsourced employees. Created statistical valuation models based on NPV and MIRR to identify undervalued commercial and residential opportunities in radically changing financial and economic conditions. Managed portfolio of liquid and semi-liquid assets, including equities, fixed-income securities, interest rate instruments, commodities, currencies, and derivatives (Black-Scholes modeling). Oversaw all financial reporting and database management.

Identified undervalued commercial and residential opportunities in radically changing financial and economic conditions by creating statistical valuation models.

Reduced vacancies by 37% within two years of operation by improving properties an average of 42% through completed renovations within an average of 8 months from acquisition.

Increased revenues by 12% per year while creating ROI of 17% per year.

Reduced materials and labor costs by 17% within two years of operation by negotiating better pricing.

Enhanced returns by an average of 7% with short-term reinvestment in conservative derivative positions.

Continued…

PACO AHLGREN, Page 2 of 3

512-***-**** exr362@r.postjobfree.com

THE POPPERIAN GROUP - Austin, TX

Structured as a hedge fund, the Popperian Group’s objective was a value approach to investing, mixed with complex but safe commodities positions – including contracts ranging from financials, to metals, to energy, to credit markets.

Senior Research Analyst (01/1996 to 09/2006)

Managed and budgeted a pooled portfolio of over $12M in equity, fixed-income, and derivative securities. Objective: long-term value and growth, paired with conservative interest rate hedges. Led over 25 in-house and outsourced employees. Managed the needs of hundreds of clients. Created and managed complex proprietary and enterprise economic and forecasting statistical models. Participated in print, radio, and television interviews on financial and economic issues.

Achieved average annualized equities return of 8.7%. Portfolio turnover ratio of less than 1%.

Increased marginal returns by hedging with interest rate futures instruments.

Cut internal costs by 7% per year.

Outperformed benchmark Standard & Poors Index by an average of 5+% per year.

Wrote, edited, and published technical and procedural manuals for proprietary software developed to analyze changing markets, economic conditions, and portfolio strategies.

CONTINENTAL SECURITIES - Austin, TX

A derivatives trading and forecasting firm that managed hundreds of millions of dollars of individual portfolios for its clients. Firm’s specialty included historical testing of up to 35 years of commodities data, then forecasting profitable trends.

Junior Financial/Research Analyst / Trader / Project Manager (10/1991 to 06/1995)

Project manager to team of 8 commodities traders. Served as macro-economic advisor to the CEO. Managed extensive futures and derivatives portfolios while devising and executing statistically based options and futures trading strategies.

Increased trading volume by 17% within six months.

Saved firm millions of dollars by leading team projects to implement new trading and database management technologies -- significantly improving commodity analysis and forecasting.

Increased trading revenues 13% per year on average.

Increased annualized returns on managed portfolios by 4% to 6% per year on average.

Negotiated significantly lower trading costs with primary commodities broker in Chicago.

ADDITIONAL PROFESSIONAL HISTORY

SEEKING ALPHA FINANCIAL WEBSITE

Global syndicated financial / economic news provider with an estimated readership of 4 million (Google Analytics).

Contributor – http://seekingalpha.com/author/paco-ahlgren (12/2008 to Present)

Researched macro and micro economic and financial conditions. Studied currencies, commodities, equities, and debt instruments (private and public) to determine direction of interest rates and inflationary pressures. Applied theories ranging from Keynesian to Classical approaches to predict market and economic trends.

Correctly predicted and reported on moves in multiple commodities.

Achieved global syndication with tens of thousands of readers and subscribers within 8 months.

Guest speaker at many events and seminars on the topic of financial and economic trends.

Continued…

PACO AHLGREN, Page 3 of 3

512-***-**** exr362@r.postjobfree.com

DISCIPLINE– Austin, TX

Discipline is a philosophical / Financial / Economic thriller published by Greenleaf Book Group Press in 2007 with multiple translations and global distribution. Optioned to become a major motion picture by BeeHolder Productions in 2010-2012.

Author (01/2001 to Present)

Conducted 15 years of substantial multi-disciplinary research – including chaos / game theory, financial and global economic trends, and modern philosophies of science. Participated in hundreds of interviews around the world and engaged in a global speaking and signing tour.

Winner of numerous awards: 2008 Eric Hoffer Award, Best Commercial Fiction. 2008 Next Generation Indie Book Award. 2008 Silver Medalist, Foreward Book of the Year Competition.

EDUCATION

Bachelor of Arts in Business Administration: Finance

CFA Exam, Level 1 – THE CFA INSTITUTE

TECHNICAL SKILLS

• Strengths include IRR, MIRR, and NPV analysis, online analytical processing (OLAP), financial planning and analysis (FP&A), and quantitative analysis (QA). Extreme mastery of spreadsheets.

• Expertise in all MS Office suite applications (Word, Excel, Access, PowerPoint, Outlook, Exchange, SharePoint, Visio).

• Excellent web development and programming knowledge, including PHP, SQL, (X)HTML, CSS, JQuery, SEO, SEM, ecommerce, and JavaScript.

• Strong relational database management (RDBMS) experience and knowledge using tools such as Crystal Reports, and Microsoft SQL Server Reporting Service (SRSS), SQL, PHPMyAdmin, LAMP / MAMP / WAMP, et cetera.

• History of ERP and CRM experience (SAP, Sales Force, Oracle, Campaign Monitor, Constant Contact, et cetera).

• Vast IT, programming, virtualization, and networking experience.

• Encryption, hashing, and security specialist: MD5, SHA, Blowfish, PBKDF2, PGP, GPG, Salting.

• Expertise in Mac, Windows, Linux, and Unix operating systems.

References

Paul Antosh – Supervisor / client. 18 years of various financial and IT relationships. 603-***-****. exr362@r.postjobfree.com

Al De Felice – Supervisor. 18 months. Invoicing and financial management. IT solutions. 571-***-****. exr362@r.postjobfree.com.

Joseph Santori – Supervisor / client. 21 years. Web programming / development, database management, IT solutions. 512-***-****. exr362@r.postjobfree.com.

Lan Tran– Supervisor, 3 months. Database inventory and invoicing management. 773-***-****. exr362@r.postjobfree.com.

Dabney Collier – Client and lifelong friend. Financial analysis and management. 901-***-****. exr362@r.postjobfree.com.



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