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Process Improvement Training

New York, NY
August 28, 2012

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*Katerina Yovchev*

**** ********, ***. **, *******, NY 11106




*New York, NY**

*MBA, Finance, GPA 3.9 *

Member, Fordham Finance Society, VP, FISA; Specialized in financial

modeling and valuation of public companies and start-ups, portfolio risk

and return; Selected by a chaired professor in a competitive process to

assist with an equity analysis class with distinguished industry speakers


*Varna, Bulgaria

*BS, International Economics, GPA 3.7 *

Erasmus and Gateway exchange student in Seinajoki University of Applied

Sciences, Finland; Seminar in Scandinavia participant, Stockholm, Sweden;

Fulbright International Summer Institute 2005 member



*Norwalk, CT**

*Consultant/Research Analyst*

*Quantitative Analysis.* Created and presented weekly analyses to senior

executives on how to increase shareholder value by growing blended yield of

target dealer groups, utilizing advanced modeling, data mining, regression

and correlation analysis skills

*Pricing Optimization.* Optimized Recreational Vehicles portfolio by

testing tier pricing strategies using SPSS and SAS and discovering key


*Analytical Creativity.* Simplified the statistical analysis by inventing

a new way to estimate pricing and incorporating it in pro forma trending

projections of share of wallet data

*Investment Analysis.* Identified key drivers for dealer attrition, using

advanced Excel modeling skills, and proposed a marketing campaign to

address it, accepted by chief executives


*New York, NY


*Due Diligence. *Quantified the risk of the firm’s global portfolio of

assets by performing country, industry and corporate structure research,

using internal and external resources**

*Risk Management. *Reviewed clients’ investments in equities and fixed

income products to identify key risk drivers and requirements to comply

with US and non-US regulations, using an established regulatory framework

knowledge base**

*Employee Training. *Improved team’s performance by initiating global

training sessions and workshops for new hires on business processes with an

emphasis on building a data dictionary and standardization

*Gap Analysis. *Performed gap analysis to detect technology changes

required to reduce regulatory risk by designing reports, business

requirement documents and testing different environments

*Process Improvement. *Streamlined the approval and regulatory risk

management process, designing new codes for digital storage of data,

eliminating 10 hours of weekly manual efforts

2007-2008 *Syndicated Loans Analyst

*Brooklyn, NY

*Deal Analysis. *Effectively managed the firm’s risk by analyzing credit

agreements and syndication of revolver and term loan facilities, using

advanced Loan IQ skills

*Interbank Communication. *Improved customer satisfaction by effectively

communicating with loan servicing banks, ensuring timeliness of wire

transfers of interest and principal payments **

*Employee Training. *Played a key role in a team re-organizational effort

by redesigning procedures, providing managerial-level training and reducing

business risk

*Process Improvement. *Led a cross functional project aimed at developing

team metrics, asset allocation and increasing operational efficiency


NYSSA, FMA National Honor Society, Beta Gamma Sigma and AAII member

Advanced MS Office (pivot tables, logic statements, macros), Fast

Finance, Loan IQ, Westlaw, Lexis Nexis, SPSS, SAS, Argus, Bloomberg,

FactSet, Investext, Dealogic, Capital IQ

Experienced in financial modeling: DCF Valuation, M&A analysis and public


Research done in portfolio analytics: fixed income analysis, equity and

cash equivalents, performance tracking and rebalancing, forecasting, asset

allocation, diversification and mutual fund management

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