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Senior Financial Analyst Resume

Washington, DC

SUMMARY

  • Senior financial executive with expertise in all facets of financial analysis and budget management.
  • Demonstrated record of success in start - up and growth management.
  • Skilled in collaborating with all members of the organization to achieve business and financial objectives.
  • Instrumental in streamlining and improving processes, enhancing productivity, and implementing technology solutions.

AREAS OF EXPERTISE

  • Investment Management
  • Budget Management
  • Expense Reduction
  • Financial Planning & Analysis
  • Strategic Business Planning
  • Financial Forecasts
  • Staff Development
  • Process Redesign / Change Management
  • Corporate Vision & Implementation
  • P&L and Operations Management

PROFESSIONAL EXPERIENCE

Confidential, Washington, DC

SENIOR FINANCIAL ANALYST

Responsibilities:

  • Aided in the growth of $2.5 billion in assets under management in eight years, producing $6.3 million in revenue.
  • Established a corporate cash management program with trading desk that provided an $850,00 increase in revenue.
  • Develop 18- month rolling financial and planning forecasts.
  • Key participant in the development of strategic business plans
  • Provide profit and loss analyses for operational management.

Confidential

SENIOR MANAGER

Responsibilities:

  • Helped increase revenue by $20.5 million and increased market share by 5% by strengthening product offerings and stronger coordination with sales and marketing.
  • Improved margins, reduced expenses and improved operational efficiencies through eliminating redundant systems, budget management and redesign of core business processes.
  • Aided in the redesign and implementation of a new investment strategy for a short-term bond portfolio which resulted in increased profitability of $9 million and top decile ranking.
  • Provided financial input for derivatives used in portfolio management and structured finance transactions.
  • Member of project teams that evaluated new product offerings and their financial feasibility.

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