Planning & Forecasting Analyst Resume
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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.