We provide IT Staff Augmentation Services!

Planning & Forecasting Analyst Resume

3.00/5 (Submit Your Rating)

New York, NY

SUMMARY:

  • Intelligent, reliable, detail oriented Planning and Forecasting Analyst with superior research, analytical and time management skills.
  • Extensive experience in financial and business analysis, M&A and related corporate actions research, planning and forecasting, as well as in equity and currency trading.
  • Currently looking for a research and analytical role in the business or financial field that would utilize my skills and knowledge, while challenging to learn and develop further.

TECHNICAL SKILLS:

  • Capital Markets
  • Mergers & Acquisitions
  • Financial Analysis
  • Business Analysis
  • Foreign Exchange
  • Equity & FX Trading
  • Corporate Actions
  • Financial Writing
  • Planning & Forecasting
  • Business Development
  • Microsoft Office.

PROFESSIONAL EXPERIENCE:

Planning & Forecasting Analyst

Confidential, New York, NY

Responsibilities:

  • Create sales projections and forecasts for planning and budgeting purposes, monitoring and analyzing market trends, business performance and other key indicators.
  • Forecast monthly, quarterly and annual revenues, developing and utilizing models based on historical data, current trends, expected sales and other factors.
  • Analyze supply and demand for wide range of jewelry products in order to keep the inventory at the optimal level under different scenarios.
  • Hedge the exposure to gold and silver prices, initiating and managing forward contracts in order to lock in favorable prices and offset the risk of price volatility.
  • Compare actual results to projections and forecasts, analyzing the variances, identifying the underlying factors and making necessary adjustments and recommendations.
  • Provide analysis of key performance metrics including pricing, revenue, inventory turnover, sales growth, margins, budget variances, etc.

Senior Business Analyst

Confidential, New York, NY

Responsibilities:
  • Developed revenue projections and forecasts as part of the business planning process, analyzing the financial impact on profit and other key metrics.
  • Performed pricing analysis of existing and potential projects, providing time and resource estimates, and analyzing the revenue, cost and margins for various proposals.
  • Researched and analyzed different solutions and business processes related to capital markets, providing the business development team with market research and analysis.
  • Provided business analysis for development and implementation of financial data mapping, aggregation and traceability solutions for regulatory filing and reporting.
  • Drove various strategic initiatives regarding new and existing capital markets solutions, writing sales pitches, proposals, SOWs, RFP responses and other documentation.
  • Analyzed key business performance indicators, current and past trends, projections and actual results, identifying opportunities to grow the profitability of the business.

Financial Writer

Confidential

Responsibilities:
  • Wrote articles about foreign exchange, equity and commodity markets.
  • Researched and reported on domestic and global economic events and developments.
  • Analyzed prices of major currency pairs, stocks and commodities in global markets.

Equity Trader

Confidential, New York, NY

Responsibilities:
  • Traded US - listed stocks and ETFs on a $100K account, executing own strategies and managing the risk.
  • Analyzed current and historical performances of major market and sector indexes, assessing the overall sentiment and predominant short and long term trends.
  • Identified profit opportunities through fundamental and technical analysis of stocks from different sectors and industries, including financial, energy, insurance, healthcare, etc.
  • Researched and analyzed economic fundamentals and current events, both at macro and company specific levels, evaluating their impact on prices of stocks and ETFs.

Co-founder

Confidential, Sayreville, NJ

Responsibilities:
  • Handled financial and planning aspects of the business, including project estimates, cost and pricing analysis, contract negotiations with clients and vendors, revenue forecasts, etc.
  • Managed projects from start to finish, ensuring the completeness and quality of the work.

We'd love your feedback!