SUMMARY:

• Financial services professional with a Master’s degree in Economics, specializing in Quantitative Financial Modeling.
• Experienced data analyst that can effectively communicate, collaborate, and publicly speak on complex financial and mathematical information.
• Seeking opportunities in the areas of quantitative modeling, financial modeling, data analytics, investment and asset management, utilizing skills in capital markets, Credit/Funding Value Adjustment, fixed income, financial derivatives, equities, asset pricing, and economic & financial theory.

TECHNICAL SKILLS:

• STATA
• SAS
• R
• MATLAB
• SQL
• Data Analysis
• Data Visualization
• Data Cleansing
• Hypothesis Testing
• Statistical Modeling
• Financial Modeling
• Data Management & Warehousing
• SAP GL
• Siebel
• Kaizen
• Microsoft Office
• MSFT NAV
• PeopleSoft
• Oracle
• QuickBooks
• SOX
• Jet Reports
• Equitrak
• Wealth Building Cornerstones

PROFESSIONAL EXPERIENCE:

Quantitative Financial Analyst

Confidential, Charlotte, NC

Responsibilities:

• provides holistic financial planning services to clients by identifying objectives and risk tolerance, developing a thorough financial plan, and providing investment strategies, tax projections, and financial guidance
• Responsible for over one - third of company production in 2016; consistently ranked top 3 in production for submitted assets, insurance premium, and lives quantitative securities comparison using price-based metrics and balance sheet measures: cash flow, debt ratios, profit margins, liquidity measures, turnover statistics, interest coverage ratios
• Implemented complex planning for high net worth clients ($500,000+) including: tax strategies, estate planning, business structuring, buy-sell agreements, and legacy planning
• Provides niche advising for novice investors by explaining complex financial information in a clear, understandable manner provides planning to clients on home & auto purchases to include full range of asset protection services; reviews insurance coverage to mitigate risks and credit risk to financial plan; provides insight and recommendations regarding defined contribution plans annually reviews each client’s plan to assess current financial health, ensure suitability, and propose value-added solutions to client needs; advises clients on changes to legislation, market condition, and economic outlook that may affect financial well-being
• Skilled in reviewing and understanding financial statements of domestic and foreign corporate filings
• Continuing education to stay up to date on securities and advisor laws as well as current regulation

Purchasing and Transportation Manager

Confidential, Charlotte, NC

Responsibilities:

• Provided objective and advisory investigative services in the Internal Audit division by evaluating corporate controls and records to provide insight and recommendations to management
• Used risk-based methodology to support the protection of assets, ensure accuracy and integrity of records, and maintain effective internal controls to prevent and detect fraud/illegal activity
• Verified risks were identified and managed for submission of reports to management detailing audit results
• Performed regression analysis to pin point employees most likely to leave the company in order to incentivize and maintain a high retention level
• Maintained accurate audit data for migration to SQL.

Purchasing and Transportation Manager

Confidential, Houston, TX

Responsibilities:

• Managed a team of eight responsible for the strategic sourcing of lumber and indirect material through the procurement life cycle across multiple time zones. Annual dollar responsibility of $40 million. Negotiated blanket orders and managed contracts, led inventory reduction team & on-time delivery program. Served on value analysis team to reduce cost and improve quality
• Managed procurement lifecycle from purchase order to payment of invoice, coordinated with multiple departments to ensure adherence to timelines and contracts

Purchasing and Transportation Manager

Confidential, Houston, TX

Responsibilities:

• Point of contact for vendors to deliver seamless operation and cost reduction, provided accurate information to ensure timely delivery; maintained weekly vendor-managed inventory usage, purchase, and replenishment data linking individual databases to SQL.
• Used regression analysis and ARIMA model to forecast the future price of Southern Yellow Pine and Douglas fir to fix variable costs and determine when we should carry more or less inventory.
• Clearly communicated complex needs and goals to management and production personnel supported by KPIs, ensuring alignment of sourcing strategies with business plans
• Created Jet Reports to compare open market, contract, and vendor-managed inventory against lumber industry pricing using Random Lengths reports

Purchasing Analyst and Financial Analyst

Confidential, Middletown, CT

Responsibilities:

• Responsible for the strategic sourcing of small hardware parts and indirect material through the procurement life cycle across international time zones.
• Used SQL queries in Access to maintain cost accounting records of all parts in the division and generate financial metrics for quantitative analysis.
• Used SQL queries for inventory management to determine when new orders needed to be placed, for what parts to replenish, which parts should be quoted, and find the lead time needed to meet production.
• Performed cluster & regression analysis to generate visual reports for management quarterly meetings. With senior executives
• Annual dollar responsibility of $7 million. Negotiated blanket orders and managed contracts, led inventory reduction team & on-time delivery program. Served value analysis team to reduce cost and improve quality

Quantitative Analyst & Fund Accountant

Confidential, Boston, MA

Responsibilities:

• Prepared investment banking reports for large institutions, with assets under management ranging from $ 10-500 million utilizing MS Access SQL queries.
• Maintained and audited an Excel-based hedge fund accounting system, as well as beta tested new software releases
• Saved the organization millions of dollars by implementing a fully automated ERP-based accounting system, tested and corrected issues within the system
• Utilize statistical analysis and quantitative methods to determine fund beta to non-standard benchmarks.
• Provided organizational & analytical training and support for new and existing fund accountants for products including equities, bonds, options, mortgages, and futures