Financial Analyst, Business Analyst, Compensation Analyst

James Dustin McCormick

**** ***** ***** **. ********, GA 30062

C: 912-***-**** • i1k950@r.postjobfree.com

QUALIFICATIONS SUMMARY

Detail-oriented Financial Analyst with background leveraging financial credentials and hands-on experience in quantitative / statistical analysis, budgeting, accounting, and forecasting.

Provide robust modeling and reporting to facilitate executive-level decision making.

Strong analytical skills; support business operations through analysis of key performance indicators, financial statistics, and trends.

Consensus-driven oral and written communicator; liaise across various business units and promote organizational success.

Rapidly adapt to new technologies and possess expertise with Microsoft Word • PowerPoint Excel(Pivot Tables and V-Lookup) • Oracle Crystal Ball • Equity Edge • Award Choice Financial Reporting • Thompson One • SAP • CRM • Siebel • Salesforce.com • PeopleSoft • Access • SQL SAS • DB2 • Sybase • QRM and Hyperion Planning(Essbase) • Captivate • ADP • Microsoft Visual Basic • C++ HTML • Pearl • Java and a broad range of statistical software packages.

History of excellence in…

Financial Modeling ASC Tax Reporting Due Diligence / Mergers

GAAP / IFRS Compliance Capital Expenditures (CAPEX) Trend Forecasting

Risk / Quantitative Analysis Financial Statement Preparation Statistical Software Tools

Reporting Processes Multi-industry / Sector Expertise Executive Presentations

PROFESSIONAL EXPERIENCE

9/2010 9/2012

E*Trade Financial, Alpharetta, Georgia

Senior Corporate Services Financial Analyst

Reviewed financial statements and analyzed equity compensation sales revenues, costs, expenses, and tax rates for all corporate services business units. Developed detailed advanced Excel spreadsheets to identify trends and developed short and long range forecast projections and trend setting. Consolidated, reconciled and analyzed monthly results, costs and budgets. Processed financial expense, complex quantitative analysis and statistical modeling (Monte Carlo, Black-Scholes and Lattice models) using Equity Edge Online, SAP and Salesforce to assist Stock plan administrators, general counsels and human resource departments for Fortune 500 companies.

Integral in ensuring proper modeling and reporting of sales involving $188-million in new assets under management through corporate services brokerage products and implementation of several large market equity compensation plans.

State Farm Insurance, Marietta, Georgia 9/2009 9/2010

Licensed Finance Insurance Broker/Business Analyst

Consulted with clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a comprehensive financial plan through the use to financial products such as stocks, mutual funds, bank products and various types insurance. Conducted quantitative analysis of financial data to forecast business revenue, identify future trends, and assess risk associated with the increased focus of investment products. Developed comprehensive reports, abstracts, and charts to present data and guide investment strategies for the company internally and each client. Performed ad-hoc analysis and reporting as needed for special projects.

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James Dustin McCormick

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Improved operational efficiency of finance, marketing and sales systems by 4% through implementation of streamlined data-management procedures and processes with other agents and incorporated corporate office into macro automation.

Contributed to 12% closing increase trend by developing strategic recommendations for management regarding investment planning and implementing recommendations for clients.

Merrill Lynch, Jacksonville, Florida 7/2007 8/2009

Equity Compensation Analyst

Assisted with financial analysis, forecasting, and risk assessment of equity compensation plans for Fortune 500 firms. Supported and collaborated with other Senior Corporate Financial Analyst and Client Service Managers in servicing corporate accounts with financial reporting, modeling and statistical analysis to make educated decisions within their human resources, legal and finance departments regarding equity compensation plans. Ad-hoc reporting for management through SQL.

Computer Connections, LLC., Savannah, Georgia 3/1998 7/2007

President and Computer Technician

Oversaw the finances of the computer business and performed all income and expense record keeping processes. Furnished computer services such as tutorials, consulting, website design and computer repair. Performed sales, marketing, negotiations with private and business clients, inventory management and maintained account relations and accounts payable through Quickbooks.

EDUCATIONAL BACKGROUND

Certified Equity Professional(CEP), Designation Program– Presently Enrolled

SANTA CLARA UNIVERSITY, Santa Clara, California

Bachelor of Science in Accounting, Finance & Quantitative Analysis – 2007

GEORGIA SOUTHERN UNIVERSITY, Statesboro, Georgia

Certified Equity Professional(CEP) –Level 1 Credit towards CCP

Licensed: FINRA Series 7 and 66

ACTIVITIES

Member of Historic Roswell Kiwanis- Scholarship Committee, 2009 - Present

Member of Georgia Retail Association, 2005- Present

MUST Ministries, Sponsorship Board Member 2009-Present

Roswell United Methodist Church –Job Networking Ministry, 2009- Present

UNITED WAY- Marietta- Volunteer 2007- Present

Habitat for Humanity – North Fulton– Volunteer 2007- Present

Cobb Chamber of Commerce – Member 2009- Present

East Cobb Business Assoc. Member 2009 – Present

Roswell Young Professionals(RYP). Member 2009 – Present

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