Financial Analyst Resume

Summary:

Accomplished and achievement - driven grad student interested in working and collaborating to generate new investment ideas, perform industry/sector/firm analysis, and monitor existing portfolio positions for a Hedge Fund, Private Equity, Consulting, or Investment Banking firm. In addition to possessing outstanding analytical skills and experience, you will find a highly motivated individual, with an unmatched level of energy and drive to succeed.

Experience:

Confidential,

Financial Analyst Intern

Assisted a Senior Financial Analyst with forecasting and budgeting for the Infrastructure & Small to Medium Business Teams on a daily basis
Performed variance analysis for above mentioned departments on a monthly basis
Utilized Great Plains and Business Objects software to create histograms and other graphical representations of data trends
Created snapshots of market conditions used for reporting to higher echelons on a quarterly basis
Implemented a monthly cost benefit analysis plan for marketing promotion codes
Gained extensive experience manipulating data and calculating various financial ratios and profitability measures such as ARPU, LTV, Cancellation Rates, Retention Rates, Churn, COA, GNM, etc.
Assisted a Senior Financial Analyst with Month End Close tasks
Daily experience working with Microsoft Excel utilizing numerous advanced functions such as Pivot Tables, V/H Lookup, What-If-Analysis, Data Validation, etc.

Confidential,

Wealth ManagementIntern

Studied for licensing for Life and Health insurance, Series 7, and Series 66
Received an introduction to asset management and basic client facing sales strategy
Assisted host Financial Advisor with various client services and solutions on a daily basis

Confidential,

Manager

Received numerous promotions from first role as a Team Member to become the primary member of the franchise team responsible for all Confidential Hauling Operations and results

Professional Development

Confidential - Ariz ona State

Stayed up to date with industry trends and participated in several of the clubs trading events
Visual Basic for Applications (VBA)
Achieved a level of working proficiency within VBA through Khan Academy and Wise Owl Tutorial’s independent self directed study programs
Theta Chi Fraternity- Treasurer & Alumni Relations
Managed membership dues and strategically Confidential limited financial resources to fund numerous brotherhood events
100 Club of Arizona (dates)
Contributed time and resources to volunteer for events benefiting fallen police officers and firefighters
Commissioned Officer Aviation

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