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Financial Analysis Executive

Financial Data Analysis ~Financial Modeling ~ Budgetary Management


Performance-focused Financial Analyst and Strategist eager to contribute practical experience and academic background toward actively supporting a dynamic organization in maximizing results.


Qualifications Profile


Ø  Strong technical background with the ability to work independently on multiple research projects, including budgetary oversight, financial analysis, financial modeling practices, tracking analytics development, and data mining systems.    

Ø  Comprehensive understanding of the financial trading systems arena due to advanced education and training regarding information management and business practices.

Ø  Effectively lead top-performing teams.

Ø  Excel in defining and implementing policies, procedures and operational systems that boost productivity, efficiency and quality of operations.

Ø  Competent leader and mentor who is able to create a team environment, including building collaborative relationships, training peers to perform at maximum efficiency, and the capacity to form cross-functional coalitions in order to ensure knowledge is shared across departmental lines.

Ø  Consistently focus on ensuring development of high-standard financial protocols. 

Ø  Proven ability to adapt strong process knowledge and technical skills to diverse organization needs.

Ø  Technology savvy and proficient in multiple software applications and hardware systems, including MS Office Suite, Outlook, Advanced Excel processes such as macros vlookups, pivot tables, advanced formularies, etc, and Monarch data mining system.   


Functional Competencies


Ø  Demonstrate dynamic leadership qualities and strong communication skills in successfully steering financial planning meetings and delivering comprehensive strategies.

Ø  Carefully analyze various documents and reports in order to identify and reconcile potentially costly errors.

Ø  Closely examine accounts to balance positions and funds between clients, firms and/or the bank.

Ø  Develop expert plans of action according to specific financial needs, both expeditiously and effectively.

Ø  Ensure critical internal and regulatory compliance as well as data integrity/quality control by proficiently running MS Excel and Access reports in order to identify and advise IPA reps on JP Morgan vs. DTC position discrepancies.

Ø  Capable of in-depth research and data analysis with the purpose of improving efficiency best practices and productivity. 

Ø  Skilled at devising and implementing economic forecasting programs as well as utilizing extensive knowledge of economic climate to benefit the organization.

Ø  Embrace company initiatives and lead process integration efforts throughout various departments.

Ø  Develop and implement numerous protocols and policies with the purpose of identifying and resolving relevant issues in a proactive manner. 

Ø  Work to standardize cross-departmental communication protocols between various departments in order to break down silo mentality and increase knowledge sharing.

Ø  Stay abreast of most up-to-date financial trends and data in order to offer most viable recommendations to clientele base.   




Key Achievements


Ø  Developed website enabling access to over 1200 agents for purposes of data sharing and relevant job performance analytics. (Allstate)  

Ø  Developed and implemented tracking model for purposes of financially relevant updates and data management. (Allstate) 

Ø  Developed and implemented promotional models based on specified budgets designed to determine compensation levels and packages for personnel. (Allstate)

Ø  Developed and implemented tracking system for Education department, specifically related to average increase percentages (ROI analysis) in agent production post-training programs as well as overall efficacy. (Allstate) 

Ø  Through strategic production and efficiency best practices, developed cost savings benchmarking system with computer vendor.  This resulted in company cost reduction of $40K. (Centex Home Equity)



Professional Career Track


Promotion Tracking Coordinator, Allstate Insurance [Contract]                                         2008-Present


  Main responsibilities include financial modeling protocols and tracking metrics;

  Development of advanced tracking methods for departmental productivity increases;

  Procurement of equipment and presentation setup.


Trade Analyst, Jeffries & Company [Contract]                                                                           2007-2007


  Main responsibilities included assisting brokers with entering trades worth $12M daily;

  Consistent communication with all fund families and trading desks to resolve trade related issues in a proactive manner;

  Conducting of daily client account reconciliations, dividend payouts and posting of fund position entries.


Closing Coordinator, EMC Mortgage / Bear Stearns [Contract]                                               2006-2007


  Main responsibilities included development of process improvements designed to improve efficiency and work flow of various financial functions;

  Utilization of mail merges to send closing protection letters to closing agents after funding.


Purchasing Manager / IT Expense Analyst, Centex Home Equity                                            2005-2006


  Primary responsibilities included active involvement in ROI analysis, forecasting, cost savings analysis and additional profitability functions as required;

  Regular maintenance of IT budget as well as tracking protocols related to cost center expenses;

  Direct oversight and accountability of all IT purchasing for company and maintenance of eNerf system in Lotus Notes.

Sr. Financial Analyst, EMC Mortgage / Bear Stearns                                                               2005-2005


  Primary responsibilities included analysis of loans and financial assessments related to specific funding guidelines;

  Calculation of funding percentages and reconciliation of daily customer accounts;

  Responsible for setup of batch wires.


Education & Additional Information


n BBA C Finance, Texas State University (GPA-3.37)

n Beta Gamma Sigma Business Honor Society C Inducted as top 5% of business majors.

n Member C Texas Alumni Association

n Dean s List C Three consecutive years.

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