Financial Analyst, Business Analyst

QUALIFICATIONS PROFILE

Focused, highly analytical, and results-driven professional equipped with proven expertise in analyzing business and financial needs as well as in developing plans for resolution and improvement to achieve objectives. Possess strong business acumen and finance background combined with expertise in simplifying and communicating complex financial scenarios. Adept at creating and implementing effective strategies and solutions to improve productivity, reduce costs, and achieve company goals. Utilize organizational, project management, and decision making skills in coordinating numerous projects aimed at producing beneficial results for the company.

KEY STRENGTHS

Team Leadership and Collaboration

Quantitative and Qualitative Analyses

Sales Management

Financial Reporting

Customer Relations

Wealth Management

Problem Resolution

Development and Implementation

Strategic Planning

Computer Proficiency: Microsoft Office (Excel and PowerPoint), Phase 3 and AS400

PROFESSIONAL EXPERIENCE

David Lerner Associates - White Plains, NY

INVESTMENT ADVISOR / FINANCIAL ANALYST 2007-2009

- Engaged in general financial analysis; evaluate client needs and assist in making good investment decisions

- Assessed the performance of industries, companies, and firms to determine the best fit and most stable profitable companies for investment

- Established and maintained positive relationships with clients as well as high-level executives of prospective investment companies

- Executed advanced financial modeling and analysis, as well as scenario, break-even, cash flow, and expenditure analysis to support decision making functions

Key Accomplishments:

- Worked collaboratively with clients to provide detailed financial analysis and review for existing portfolios and recommended appropriate adjustments in accordance with the client’s financial goals

- Generated quarterly investment income forecasts and balanced short-term revenue with longer-term revenue in securities and fixed income holdings

- Conducted semi-annual reviews of client’s accounts and identified areas for departmental supervision regarding asset preservation, transfer, and protection of wealth

- Performed financial information analysis to forecast present and future financial performance in addition to overall strength or weakness within specific industries or locations

- Commended for exceptional performance in numerous responsibilities:

- Top ten percent in client approval rating for portfolio analysis and recommendation

- Top five in gross production out 83 investment counselors hired in 2007

Haverstraw Motorsports - Haverstraw, NY

SALES MANAGER / BUSINESS ANALYST 2004-2007

- Utilized strong leadership skills in directing sales team to ensure efficiency of overall work performance; organized meetings to inform team of new products to establish specific sales goals

- Conceptualized, developed, and implemented financial models, assisted with monthly financial statements, prepared monthly cash flow analysis, and updated cash-flow forecasts

- Played a pivotal role in coordinating advertising and promotional campaigns throughout the year

- Analyzed problems and developed strategic solutions to achieve outstanding results

- Obtained data (quantitative and qualitative) to develop fact-based reports, conducted analyses on reports, and developed potential solutions based on facts

- Worked on business diagnostics involving service, production, sales, parts and vehicle inventory, COGS, ROI on internal projects and pricing

Key Accomplishments:

- Generated a significant increase in in-house sales by 13% and reduced lost sales by 61%

- Two-time American Suzuki Platinum Level Sales Award winner

- Top Northeast regional salesman for American Suzuki and Yamaha Motor Corporation

- Grand Prize winner of the 2006 American Suzuki National Sales Contest

- Increased revenue for 3 consecutive years, regarded as the 3 highest grossing years in company history

EDUCATION

CHARTERED FINANCIAL ANALYST - In progress

Chartered Financial Analyst Institute / New York Society of Securities Analysts (NYSSA)

BACHELOR OF BUSINESS ADMINISTRATION, MINORS IN FINANCE AND BUSINESS LAW - 2005

Pace University - Lubin School of Business - Pleasantville, NY

LICENSES AND CERTIFICATIONS

Series 7 and 63 licensed in New York and New Jersey

Life Insurance and Annuities licensed (both fixed and variable)

Continuing Education for Securities and Insurance

Professional Sales Training

Management Science

ACTIVITIES

Pace University Marketing Association (PUMA)

New City Chamber of Commerce

PROFESSIONAL AFFILIATIONS

New York Society of Securities Analysts (NYSSA)

New City Chamber of Commerce

Chartered Financial Analyst Institute

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