Asset Management Business Analyst (consultant) Resume
California, Edison
SUMMARY:
Performance optimizing financial engineer who specializes in big data analytics, real options valuation, and the use of mathematics and statistics to conceptualize and create complex financial formulas in the building of elaborate and complex financial models in VBA, Excel, Python, R, and C++. Highly skilled in utilizing financial models to derive financial methodologies for pricing shares and assets, quantify corporate scenarios (M&A, IPO, Dividend Payout, etc.), and provide critical finance data used in key strategic decision - making.
CORE COMPETENCIES:
- Valuation
- Statistics
- Risk Management
- Derivatives
- Asset Management
- Stochastics
- Equity
- VaR/ Stress Testing
- CCAR/Dodd-Frank
- Time Series
- Fixed Income
- Real Options
TECHNICAL SKILLS:
Microsoft Office (Advanced Excel, Access, Word, PowerPoint, Outlook, Visio, Project), PeopleSoft 9.2, Hyperion 8.3, SharePoint, R, SAP ERP, SAP Business Objects, C++, Python 2 & 3, SQL, VBA, Bloomberg, Tableau, SAS, & SAP
PROFESSIONAL EXPERIENCE:
Confidential, California, Edison
Asset Management Business Analyst (Consultant)
Responsibilities:
- Develop strategies that support business need for efficient and effective use of best practices
- Identify requirements, approach, solutions, costs, risks and options to address business needs
- Lead implementation activities of an initiative, application or feature set
- Perform complex quantitative analysis by analyzing and drawing conclusions on data and information
Confidential
Business Systems Analyst
Responsibilities:
- Performed data validation, SQL query writing, and QA testing for the SAP Business Objects (BO) implementation
- Created benchmarks to evaluate medical centers’ performance and identify cost saving opportunities
- Updated and created new financial models with special trigger metrics for upper level management and CFO to ensure FP&A aligned with overall firm strategic vision
- Conducted and directed a mini-project across departments to form an updated valuation on the SAP BO
Confidential
Financial Reporting Analyst
Responsibilities:
- Reconciled intercompany balances transactions & prepare financial statements for parent company Viacom
- Produced ad-hoc reports, tax reports, and financial models for strategic-decision making and KPI assessment
- Presented to VP of Finance and Directors from various departments the financial analyses
- Pulled data using Hyperion and SQL for auditors and assisted with preparation of 10Q & 10K for upcoming audit
Confidential
Senior Financial Analyst of Talent Contracts
Responsibilities:
- Analyzed film, residuals, and third party contracts for production and film distributions utilizing PARIS (Participation Reporting System) to formulate financial payout model and financial statements
- Performed comparative movie financial models of revenues/expenses, movie portfolio forecasts and valuations on Excel to forecast movie revenue 10 years out and manipulated PARIS financial reports with SQL coding
- Performed valuation on ten-year deal opportunity with Legendary Pictures
Confidential
Financial Accountant
Responsibilities:
- Prep monthly close, 10K, tax reports, and reconciled pre-merger outstanding accounts during year-end audit
- Reconciled past acquisition accounts from Confidential in 10K
- Prepared P&L financial statements, and other ad-hoc schedules for CFO for upcoming merger with Plaza Bank
- Lead a team to reduce the days outstanding of accounts payable from 62 days to 15 days
- Performed valuations on potential vendors for Vendor Payment Conversion Project
Confidential
Project Data Analyst
Responsibilities:
- Utilized PeopleSoft & advanced Excel to consolidate and reconcile master data
- Analyzed data for trends and anomalies to aid CBRE in meeting project objectives
- Worked with Confidential to persuade vendors to enlist in project utilizing Salesforce
Confidential
Financial Analyst
Responsibilities:
- Created P&L forecasts using historical data & key drivers, variance analysis, and capital budgets
- Utilized pivot tables and Microsoft Access
- Processed journal entries, reconcile GL, reconcile bank statements with GL, & data entry