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Project Manager with an entrepreneurial mindset. Versed in data mapping and all aspects of testing, as well as solving complex problems in high-pressure environments. Excels at cultivating, managing and leveraging client relationships.
  • Data Analysis & Mapping
  • MS Office Suite - Advanced Excel
  • Quick adaptation to new software/systems
  • SDLC - Agile/SCRUM 
  • SQL 
  • Strong Communicator 
  • Technical Writing
  • Client Relations Specialist
  • Use Case/Project Documentation
Bilingual English & Bahasa Indonesia
10/2017 to Current
Project Manager (Contract) Makelab LLC Brooklyn, New York
  • Define project deliverables, dependencies, and monitor status of tasks in relation to deadlines
  • Serve as single point of contact to clients, engineering team, and fabrication team for scheduling, timeline expectations, and logistics 
  • Manage invoicing and payments to vendors for 3D modeling, file creation, printing, and full scale creative design projects
  • Gather all relevant materials for bid processes, and coordinate bidding and contract approval for projects totaling $900k+ 
05/2016 to 06/2017
Technical Business Analyst Humana Inc. (Remote) Tucson, Arizona
  • Primary cross-functional liaison and data translator from business team to developers and vendors
  • Developed and executed deliverables to support new system initiatives in collaboration with internal/external teams in Agile environment
  • Main point of contact for business during Scrum meetings and Sprints of internal system issues
  • Conducted GAP analysis and data mapping of current OBIEE system to match vendor prerequisites
  • Involved in all aspects of testing including Unit Testing, User Acceptance, System Integration, and Regression Testing
  • Hired, trained, and managed interns through The Humana college internship rotation program
02/2014 to 05/2016
Financial Analyst Humana Inc. Louisville, Kentucky
  • Managed accruals of claim data and sent invoices for 40 pharmaceutical accounts, with focus on compliance of SOX controls
  • Upheld relationships with pharmaceutical vendors and internal accounts receivable to resolve data and invoice discrepancies
  • Interpreted and implemented new and existing contract requirements for rebated drugs
  • Conceptualized pharmacy rebate data for ad-hoc requests from internal teams/senior leadership using SQL and MS Excel
  • Conducted monthly variance analysis and assessed KPI's to ensure there were no issues with claim data
Education and Training
December 2012
Bachelor of Science: Computer Information Systems Westminster College Salt Lake City, Utah
This resume is created in 7 minutes.
Professional Summary
Financial systems and accounting professionaldedicated to continuous process improvement in the face of rapidly evolving and changing business environments. Extremely results-oriented and proactive in addressing and resolving problems. Looking to utilize my proven management, financial systems, accounting and finance expertise in a challenging position within a dynamic organization.
  • Management: problem-solving, decision-making, planning, delegation, and effective communication with all levels
  • Accounting and financial analysis
  • Proficient in Microsoft Office Suite including Excel vlookups and pivot tables
  • Oracle 11i/R12 Supply Chain and Financials (Projects, Fixed Assets, Purchasing, Payables, Receivables, Inventory, General Ledger)
  • Polaris Reporting Workbench
  • Oracle Discoverer
Work History
IT Infrastructure Analyst, 01/2011 to Current
  • Oracle Projects, Time & Expense, and HRMS functional support lead.
  • Responsible for problem tracking, diagnosis, replication, and troubleshooting.
  • Determined root causes and corrective actions for system issues.
  • Resolve complex defects in collaboration with technical team.
  • Deliver configuration updates once required for end-user requests.
  • Assist with new functionality document for Support Partner and ensure training when required.
  • Frequently contacted regarding assistance with financial inquiries (analysis, subledger to GL reconciliations, etc).
  • Served as primary Oracle Projects functional support in roll out of system to 130+ US field branches; later as same for roll out of system to 70 Canada field branches.
  • Set up production and testing environments for integration testing completion.
  • Performed regression testing.
  • Supported integration testing cycles and defects resolution.
  • Assisted with data migration from 4 different legacy systems.
  • Acted as overall functional lead on Oracle R12 upgrade project.
  • Together with project manager and technical lead built project plan.
  • Led functional resources in delivering required documentation.
  • Defects log and resolution coordination.
  • Participated in impact analysis and risk escalations.
  • Ensures business processes were covered and stable in upgraded version.
  • Currently engaged as Oracle Projects & HR functional resource for system roll out to 13 Latin America countries.
Controller, 01/2004 to 01/2011
Sr Financial Analyst, 01/2003 to 01/2004
  • Oracle Projects and Fixed Assets Super User; act as primary contact with IT on issues relating to Oracle Projects, Fixed Assets, and AR modules and as frequent functional contact for all other Supply Chain modules and GL.
  • Act as subject matter expert (SME) on various integral company-wide projects including an Oracle R12 implementation in a foreign country.
  • Train personnel on Oracle Discoverer; create ad hoc financial and operational reports.
  • Collaborate with all levels of field personnel including VP\'s, Directors, and Managers on the Oracle and accounting implications of their business decisions.
  • Manage Oracle AR Billing group (1 supervisor and 5 coordinators) tasked with processing approximately $7M in monthly billings.
  • Manage Oracle Projects and Time Entry group (1 supervisor and 4 administrators).
  • Direct Finance and Accounting group (2 finance managers, 5 financial analysts, 1 staff accountant) with responsibilities including:.
  • Ensuring proper accounting for 13 organizations (revenue recognition as well as accurate direct, SG&A and capital expenses).
  • Preparation, analysis, and distribution of financial and operational reports.
  • Month end close duties (reconciliations, journal entries, financial analysis).
  • Capitalization vs expense determinations.
  • Oversee Fixed Assets module consisting of over $10B in assets.
  • Prepare budget to actual variance explanations for Services Division with approximately $40M annual revenue.
  • Work with Internal Audit department to ensure compliance with Sarbanes-Oxley.
Business Analyst, 01/2002 to 01/2003
Financial Analyst/Sr Accountant, 01/2000 to 01/2002
  • Sole functional responsibility for the 11i Oracle Financials upgrade, including analysis, design, and implementation phases.
  • Liaison between Oracle Financials user community and technology department.
  • Responsible for system maintenance, including evaluating and implementing new enhancements and resolving current issues.
  • Generated financial analysis spreadsheets for all departments.
  • Created and maintained recurring invoice billing for larger customer base.
  • Contributed greatly to conversion of accounting systems to Oracle.
  • Performed numerous tasks in the close cycle including consolidations, reconciliations, and inter-company transactions.
Sr Accountant, 01/1999 to 01/2000
  • Performed all accounting functions for medical software company.
  • Sole responsibility for payroll, purchasing, accounts receivable, and accounts payable.
  • Involved in every aspect of running and expanding a start-up company.
Staff Accountant, 02/1997 to 02/1998
  • Performed compilations and reviews as well as forecasts for start-up businesses.
  • Completed individual, partnership, & corporate tax returns.
  • Worked closely with partners as sole staff accountant.
MBA: Finance, 1997
BS: Accounting, 1995
This resume is created in 7 minutes.
Professional Summary

Ambitious financial professional with superior analytical and problem solving skills. Expertise in process improvement, operational efficiency, and financial due diligence.  Strategic thinker with an exceptional ability to interpret data for business decision making.

Work History
Manager Of Analytics, 07/2018 to Current
Hard Rock Hotel & Casino Las Vegas, NV
  • Developed and lead budget process for all departments and revenue centers
  • Analysis of marketing data regarding product performance and customer performance and provided reports to key stakeholders.
  • Developed KPI reporting to highlight business performance across all business units
  • Improved accuracy and visibility of revenue and marketing forecasts
  • Support sales, marketing, and operations with ad-hoc requests
Manager Financial Planning & Analysis, 10/2017 to 05/2018
Assureity USA Las Vegas, Nevada
  • Conducted large scale analysis of company transaction history leading to a recovery of over $1.7 million
  • Created financial and operational reporting infrastructure that facilitated executive decision making and guided sales managers in the development of operating plans
  • Lead new product development and business development base case financial models and marketing plans
  • Conducted ad-hoc analysis for executives as needed
  • Provided strategic financial business recommendations new business ventures
Manager Financial Planning & Analysis, 04/2016 to 09/2017
Hakkasan Group Las Vegas, NV
  • Managed the FP&A team and lead the annual budget, monthly forecasting and long-range plan establishing top line growth and profitability
  • Developed weekly, monthly, and quarterly KPIs, executive financial package and Board of Directors presentations
  • Created and maintained pricing models for nightlife table inventory 
  • Implemented analytics reporting across all business units including Sales, Marketing, Digital Marketing, and Operations.
  • Created executive analysis reports highlighting business issues, potential risks and opportunities
Financial Analyst II, 04/2015 to 04/2016
Hakkasan Group Las Vegas, NV
  • Designed KPI reporting for nightlife operations leading to increases in top-line revenue of over 12%
  • Partnered with Marketing Department to determine maximum return on marketing programs and revenue potential across multiple marketing channels resulting in 30% increase in ROI
  • Managed yearly budgeting process of over 40 food and beverage operations across the world
  • Led financial and operational results versus forecast and plan analysis, investigated significant variances and communicated findings to senior management team via financial flash, monthly reports, scorecards and various ad-hoc financial analysis
Financial Analyst I, 03/2014 to 04/2015
Hakkasan Group Las Vegas, NV
  • Presented "what if" scenarios for budget assumptions and forecasting strategies.
  • Created quarterly earning presentations and monthly investor presentations.
  • Budgeted active and proposed projects by accurately determining pricing, margins and risk factors.
  • Created and maintained precise and accurate models, charts and reports for the nightlife division.

  • Financial Reporting
  • Statistical Modeling
  • Revenue Management
  • Revenue Forecasting
  • Advanced financial analysis
  • SQL
  • Financial Accounting Systems
  • Problem Solving
  • Inventory Management Systems
  • Strategic financial planning
MBA: Finance Specialization, 2012
Iowa State University - Ames, IA

Bachelor of Science: Electrical Engineering (Finance and Accounting Coursework), 2009
Iowa State University - Ames
This resume is created in 7 minutes.
Skilled Financial Analyst adept at increasing work process efficiency and profitability through functional and technical analysis. Known for commitment to achieving a high level of accuracy using strong organizational, analytical and interpersonal skills. Extensive experience in budgeting, analysis, strategic planning and accounting.
  • Recognized for excellence achieved in financial analysis, budgeting and forecasting.
  • Prepared month-end, quarterly and full-year forecast/reports, including: reporting packages (Executives, Internal, other business units), monthly financial close package, monthly scorecard and financial performance indicators, quarterly management meeting presentation, and Board of Directors meeting presentation.
  • Functioned as a member of top leadership to translate corporate vision into actionable strategy and related financial metrics.
  • Financial accounting
  • Variance analysis
  • Forecasting
  • Planning and analysis
  • Financial statement close
  • Ad hoc reporting 
  • Budgeting
  • Strategic planning
Exelon Nuclear Marseilles, IL Financial Analyst 05/2017 to Current
Actively participates in the accurate planning, reporting and analysis functions. This position is also utilized to adequately fulfill ad hoc requests from various internal and external sources to support decision-making. This includes providing direct input and support to directors, department heads, and line personnel in assigned areas.
  • Prepare the month-end, quarterly and full-year forecast/reports, including: reporting packages (Executives, Internal, other business units), monthly financial close package, monthly scorecard and financial performance indicators, quarterly management meeting presentation, Board of Directors meeting presentation, ensuring that capital and EBIT forecasts are properly reflected in planning tools. And working with financial system team to mitigate/resolve forecasting and planning concerns.
  • Assist in preparation of various reports and data requests and answers ad-hoc requests for internal and external reporting customers. Routinely communicate actual performance compared to budget/plan/goals.
  • Functioning as a member of Exelon finance Team with responsibilities for ensuring a financial perspective is brought to daily operations, proper classification (O&M vs Capital) and treatment is followed, and compliance with all managerial policies. 
  • Liaison to business units to ensure efficiency and effectiveness of information exchange.
  • Participates in the annual budgeting process and assist in updating long-range and budget planning models.
Interim HR Consulting Chicago, IL Financial Planning and Analysis 05/2014 to 04/2017
  • Responsible for the administrative, financial, and risk management operations of the company. Including the development of a financial strategy, metrics tied to that strategy, and the ongoing development and monitoring of control systems designed to preserve company assets and report accurate financial results.
  • Manage and improve the company's entire financial accounting, monitoring, and reporting systems.
  • Accountable for the revenue cycle, accounts receivable and accounts payable management, payroll and benefits administration.
  • Complete month-end and quarterly close procedures.
  • Prepare accurate, complete, and timely management reports and present financial statements to the CEO.
  • Build financial models for business development team, including revenue drivers, cost assignment, and related return on investment metrics.
  • Oversee operations of the finance department, set goals and objectives, and design a framework for these to be met.
Aflac Insurance Ottawa, IL Sales Associate 05/2012 to 01/2014
  • Educate business owners and HR managers about benefits solutions.
  • Help businesses determine which voluntary benefits programs suit their employees.
  • Inform business owners that they can offer Aflac at no direct cost, offer potential tax savings to the employer and employees, and boost employee moral by offering affordable policies to help cover the large gaps that most employees face.
  • Help customers with billing, claims, adding or removing coverage.

Farmers Insurance Ottawa, IL Agency Producer 01/2012 to 01/2014
  • Quote and sell personal lines of insurance.
  • Make outbound calls to contact new prospects and follow up with existing prospects on a daily basis.
  • Set and reach weekly and monthly goals.
  • Explain the features of various policies.
  • Analyze clients' current insurance policies and suggest additions or changes.
  • Customize insurance programs to suit the needs of individual clients.
Business Administration 2013 Illinois Valley Community College, Oglesby, IL
  • Presidential Academic Honors
  • Phi Theta Kappa
Bachelor of Science: Accounting and Business/Management 2015 University of Illinois at Chicago (UIC), Chicago, IL
  • Management Leadership Association
  • Cum Laude

Master of Science: Accounting and Business/Management 2016 University of Illinois at Chicago (UIC) - Liautaud Graduate School of Business, Chicago, IL
Key Coursework:
  • Management Control of Strategic Performance
  • Financial Statement Analysis
  • Business Law - Commercial Transactions
  • Corporate Valuation and Accounting Information
  • Accounting Research: Methodology and Communication
  • Illinois Life and Health Insurance License May 2012 - Present
  • Illinois Property and Casualty Insurance License June 2013 - Present
  • CPA Candidate. Expect to have obtained CPA license by March 2019.
This resume is created in 7 minutes.
Dynamic finance professional with a strong background in all aspects of accounting and financial management. Successful at managing multiple assignments while meeting tight deadlines.
  • Account reconciliation
  • Detail and deadline-oriented
  • Well versed in Excel, QuickBooks, Workday
  • Excellent work ethic

Financial Analyst
January 2017 to Current
Unum Chattanooga, TN
SME and business lead in partnership with IT to create new FinHub application to replace old financial applications.  Responsible for communicating needs and functionality to IT partners and assisting along the way with testing and approval as project owner
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Professional Summary
Highly resourceful and self-motivated Senior Financial Analyst with 5 years of experience versed in balancing priorities and supporting operations through analysis of key performance indicators and trends. A team leader with exceptional communication skills that encourages groups to engage in continuous improvement. Specialties include performing moderately complex statistical and financial analysis of financial reports and data, preparing subsequent narrative analysis for management, and extracting financial data from various accounting and information systems. Proven experience with application of database management and spreadsheets.
  • Solid understanding of financial reporting and Able to rapidly adapt to new technologies and
  • analysis possess expertise with MS Office Suites, including
  • Proficient in SAP, JDE Edwards, Oracle and Excel, and broad range of statistical software
  • Crystal Reports Expert in providing robust modeling and reporting
  • Excellent organizational, project, and time to facilitate executive-level decision making
  • management skills with ability to multi-task Working knowledge of GAAP
Work History
Senior Financial Analyst, 10/2016 to 02/2017
Shire Thousand Oaks, CA
  • Assist with annual budget and quarterly forecasts for capital spending and manufacturing variations Improved operational efficiency of finance systems by 11% through implementation of streamlined data-management procedures Prepare financial reports for Plant and Division management Plan and report inventory balance and manufacturing variations Work with internal and external auditors on audits of financial statement balances and internal controls Perform ad-hoc financial analysis.
Senior Financial Analyst, 05/2016 to 09/2016
Providence Health & Services Mission Hills, CA
  • Developed Key Performance Reports to assist with financial and operational reviews and performance evaluation reporting as well as ad-hoc tools/reports for various financial planning and reporting purposes Collaborated with Director in preparation of business performance reports at designated departmental and summary levels Assisted with monthly variance reporting process and maintenance process for the budget application Prepared monthly financial review summary reports for senior management Consolidated financial data and materials for key leadership meetings.
Senior Financial Analyst, 01/2016 to 04/2016
Conifer Health Solutions MH Consulting Los Angeles, CA
  • Provided financial and analytical support for several hospital risk pool accounts including monthly risk pool financials, cost analysis impact reports, trend analysis reports, membership trend reports, and reinsurance reports Produced ad hoc reports for senior management for hospitals, groups, and health plans Developed and produced monthly/quarterly Joint Operations Committee analysis and performance report packages for hospital and senior management review Established new forecasting tracking and reporting system to improve availability and accuracy of financial data, triggering 15% increase in accuracy Identified risks associated with projects, contract approvals and other client accounting issues.
Financial Analyst, 03/2014 to 09/2015
Athlon Solutions Houston, TX
  • Conducted month-end closing analyses and reviewed financial information for accuracy Performed financial analyses and ad-hoc reports with a focus on key reporting metrics for management and reporting purposes Created and maintained precise and accurate profit and loss statements resulting in 3 consecutive months of record-high revenue in the third quarter Prepared performance evaluations and various analyses on different product lines, including actual to budget analyses, and facilitated resulting discussions with management Supported strategic planning processes, including managing and consolidating the budget during the annual budgeting process Conducted data migration using SQL Server between various systems by analyzing different user requirements and coming up with specifications for different database applications Developed optimal product pricing models to maximize profit margins and presented the pricing models to management providing "Best Business Process" support to managers and customer service representatives.
Financial Analyst, 08/2013 to 02/2014
GT Insulation Houston, TX
  • Monitored and analyzed financial, statistical and operational data trends Reviewed and analyzed project spending throughout project life cycle Identified risks associated with projects, contract approvals and other client accounting issues Developed spreadsheet models for diverse projects and analysis.
Account Executive Analyst, 01/2013 to 07/2013
Ledgent Search Group Houston, TX
  • Collaborated with the Finance manager to develop forecasting tools and dashboards to analyze revenue variance, business pipeline and industry trends Budgeted active and proposed projects by accurately determining pricing, margins and risk factors Conducted monthly meetings with colleagues to analyze spending and provide financial recommendations to senior management Built a network of professional and executive level contacts within various specializations.
Financial Analyst, 12/2011 to 10/2012
National Oilwell Varco Houston, TX
  • Reviewed weekly revenue reports and monthly cost reports to identify lags in accruals Performed internal audits in a timely fashion of all facilities to ensure completeness, accuracy and compliance with company policies Performed qualitative research on vendors to map the development of key client relationships Constructed spreadsheets to create mutual windows to target at-risk accounts and anticipate customer needs to improve service using Dynamics AX Assisted with accounting closes, including posting billing documents, reconciling inventory discrepancies and reviewing top-sided journal entries.
Bachelors of Business Administration: Finance, 2011
University of Houston, C.T. Bauer College of Business - Houston, TX
This resume is created in 7 minutes.
Nunavut Land Claims Beneficiary seeking to obtain the Career Planning Specialist position at Pilimmaksaivik.
Financial Analyst 11/2018 to Current Indigenous and Northern Affairs Canada Iqaluit, NU
Career Development Officer (Casual) 07/2017 to Current Government of Nunavut Iqaluit, NU
  • Assist client's in job search, fill out necessary forms, and help write professional resumes and cover letters
  • Research available jobs online and advertise them to clients that are seeking jobs, and post them publicly
  • Help client find a career, find training opportunities, and apply for funding for college or other education
  • Find a career path using client's transferable skills and practice for potential job interviews with clients
  • Promote programs to Employers to apply for funds, hire employees, and initiate job training
  • Promote G.R.E.A.T (Getting Ready for Employment And Training) to clients and keep in touch with client and employer to ensure career goals and training are implemented
Administrative Assistant 06/2016 to 10/2016 Agnico Eagle Mines Ltd. - Meliadine Rankin Inlet, NU
  • Manage and distribute information, answer phone calls, take memos, and maintain files
  • Work independently, greet and direct visitors, enter data, fax, and examine correspondence
  • Knowledge of information, communication management, and confidential administrative duties
  • Search for potential candidates for contractors and for AEM company
Human Resources Training Department 06/2015 to 08/2015 Agnico Eagle Mines Ltd. - Meadowbank Baker Lake, NU
  • Plan travel arrangements for 40 employees, arrange meetings, and prepare conference rooms
  • Create spreadsheets, proofread/edit Inuktitut presentations, and learn how to operate new software
On-Call Supervisor 02/2015 to 10/2016 Rankin Inlet Fitness Centre Rankin Inlet, NU
  • Register clients, record receipts, write invoices, follow directions, clean, and lock up
Management Studies Diploma 2016 Nunavut Arctic College Rankin Inlet, NU Graduated cum laude Honour Roll and received a Lester Landau Award for Highest Achievement in Accounting.
Management Studies Certificate 2015 Nunavut Arctic College Rankin Inlet, NU Honour Roll in Northern Government, Organizational Behaviour, Financial Accounting, and Human Resources.
Nunavut Sivuniksavut Certificate 2014 Algonquin College Ottawa, ON The program teaches Inuit History/Organizations, Implementation of the Nunavut Land Claims Agreement, Intro to Community Development, Contemporary Issues in Inuit Society, and Inuit-Government Relations.
Office Administration Certificate 2013 Nunavut Arctic College Rankin Inlet, NU Honour Roll in Management Communication, Office Procedures, Records Management, and Spreadsheets.
Volunteer Experience and Certifications

Ikkuraq Food Bank/Deacon's Cupboard - Hang and organize clothing and shelve new merchandise.

Kaajuuq Youth Centre - Sell and count inventory, manage cash flow, and maintain a clean environment.

Sakku School Breakfast Program - Cook and serve meals to forty K-12 students from 7-8:30 a.m.

National Inuit Youth Council - Provide input to issues of interest for Inuit youth in Canada.

Nunavut Roundtable for Poverty Reduction - Share the vision of Inuit youth to reduce poverty.

Applied Suicide Intervention Skills Training Certificate and First Aid and CPR/AED Certificate

Verbal and written communication skills in Inuktitut and English, Class 5 Drivers Licence, presentation skills, punctual, hardworking, organized, team player, strong interpersonal skills, Microsoft Office Suite, computer/technical literacy, proofread and edit, office procedures, excellent customer service, record keeping, basic accounting, scheduling, results-oriented, dependable, reliable, professional, and mature.
This resume is created in 7 minutes.
Professional Summary
Ambitious, detail-oriented Financial Analyst versed in balancing priorities and meeting deadlines under pressure. Adapts quickly to challenges and changing environments.
  • Natural problem solver 
  • Advanced financial analysis
  • Excellent managerial techniques
  • Adaptable communication skills
  • Confident professionalism in leading
  • Highly organized and dependable
  • Flexible team player
  • Excellent attention to detail
  • Consistently exceeded daily sales targets by 15%
  • Maintained lowest employer turnover rate in district
  • 4.5 Star Customer Rating on Google Map and Yelp
  • Received A Rating from United States Department of Health
  • Boosted Gross Yearly Sales by 200%
Work History
Financial Analyst Intern, 01/2014 to 01/2016
Bank of China Wulumuqi Shi, Xinjiang Weiwuerzizhiqu
  • Conducted financial and legal research and analysis for high net-worth individuals.
  • Identified risks associated with projects and other client accounting issues.
  • Monitored and analyzed financial, statistical, and operational data trends.
  • Assisted clients with personal and corporate tax issues.
General Manager, 01/2016 to Current
O' Tea Time Riverside, CA
  • Drove the short-term and advanced promotional planning processes resulting in 200% profit growth.
  • Exceeded sales goals by at least 15% for 2 quarters in a row.
  • Developed methods to establish and clarify customer objectives.
  • Cultivated trust between O'Tea and customers by cultivating high levels of service and hospitality.
  • Conducted ongoing reviews of all program financial systems to achieve maximum gross profit.
  • Analyzed contract performance for bids, budgets and forecasts.
  • Analyzed key aspects of the business to evaluate the factors driving results and summarized results into presentations.
Bachelor of Science: Finance, 2014
Jilin University of Finance and Economics - Changchun Shi, Jilin Sheng, China
MBA: Finance, 2016
La Sierra University - Riverside, CA
This resume is created in 7 minutes.
Lead Analyst
November 2016 to Current
First Gulf Toronto, ON
  • Lead financial analyst for East Harbour, Canada's largest commercial real estate development with 10 million square feet of office space, 1.7 million square feet of retail, and 5 different modes of public transit. 
  • Responsible for building and maintaining pro-forma financial models and valuations for acquisitions, dispositions, and developments.
  • Successfully closed over $400M of project financing through the preparation of due diligence materials, market analysis, and investment analysis.
  • Prepare presentation decks and investment recommendations for executive management, the firm's ownership group, and external stakeholders.
  • Leverage Argus Enterprise for property cash flow projections and portfolio reporting.
Tax Analyst
June 2014 to March 2016
Ernst & Young Toronto, ON
  • Strong Excel knowledge demonstrated by the development of a VBA model used to calculate and verify foreign tax credits. Recognized by the firm's global awards for contributions to innovation and process improvement.
  • Consistent project success including industry analysis, financial reporting, and compliance.
  • Maintained excellent performance reviews for the quality of my work, interpersonal skills, and leadership potential. 
Financial Analyst
December 2012 to May 2014
Mats Unlimited Edmonton, AB
  • Prepared investment strategy and plan for firm expansion into the UK including market analysis, due diligence, and relationship management.
  • Developed an advanced financial model to automate cash flow projections on a project basis.     
  • Responsible for the preparation of all presentations, reports, and marketing materials.
Education and Training
CFA Level 2 Candidate
Financial Modelling Marquee Group Completed three financial modelling courses through the Marquee Group focused on best practices for model design, logic, and construction.
Diploma in Accounting : Business, 2012 University of British Columbia Vancouver, BC, Canada Diploma in advanced accounting and finance
Bachelor of Commerce : Business, 2010 University of Alberta Edmonton, Alberta, Canada Bachelor of Commerce and international exchange to Jyvaskyla, Finland.
Activities and Honors
  • Founding member of FinForum, an exclusive event series that promotes financial innovation in Canadian capital Markets.
  • Case competition judge and informal mentor with Schulich School of Business' Master of Real Estate and Infrastructure program.
  • Represented Canada at three floorball World Championships as a member of the men's national team.
This resume is created in 7 minutes.
  • Ambitious, achievement-driven Financial Analyst with close to 6 years of experience in Investment Banking
  • Specialized in Risk Analysis to assess Market risk
  • Worked extensively across different clients from various geographies with a demonstrated history of commitment and skilled at providing support and cultivated lasting client relationships
  • Core skills include Risk Analysis, Asset Management and Data Management of Banking and Financial Institutions
  • Involved in transition management of Client Services process from Overseas to India
  • Solid team player with the ability to achieve short and long term goals with strong leadership qualities
  • Fast, enthusiastic and a zealous learner and currently leading and guiding a team of forty members
Key Skills
  • Advanced Financial Analysis 
  • Project Management 
  • Excellent communication skills
  • Excellent managerial skills
  • Business Capability Planning 
  • Bloomberg
  • Knowledge of SQL
  • Extensive knowledge on Regulatory reporting
  • MS Access, Excel and VBA
Work History
02/2014 to Current
Team Lead State Street HCL Services India Pvt Ltd Coimbatore, TN
  • Responsible for setting up the 'Risk Operations' team in Coimbatore and actively guided and managed a team of close to forty members
  • Generated multi-asset class analytics solutions that provide the information clients needed to make informed decisions on a daily, weekly and monthly basis.
  • Measured and assessed portfolio risks for clients across various geographies which involved calculation of analytics like NPV, VaR, pVar, greeks, duration and convexity using the historical simulation method.
  • Identified the movements in VaR and determined the risk factors responsible for it and validated it to ensure that clients get accurate risk figures.
  • Performed Risk Analysis for hedge funds, asset managers, Asset Owners and Regulatory compliant portfolios
  • Aggregated data from internal and external sources to provide a comprehensive view of portfolio exposures and risk measures on both absolute and relative basis.  
  • Compiled and reviewed daily and monthly risk reports including VaR, Greek sensitivities, and also performed the stress tests, liquidity stress tests and back tests and analyzed the results and highlighted the backtest overshoots by investigating the reasons for it
  • Liaised with Onshore Risk managers and Market Data team to validate and explain material risk moves in daily VaR and sensitivities
  • Consolidated issues and addressed client queries on an ad-hoc basis and reconciled risk results against accounting reports and independent data
  • Trained on the use of the internal risk platform "Truview", which is used on a daily basis to process portfolios of various Hedge Funds and to produce risk results. 
  • Established new client accounts and identified bottlenecks and implemented new and improved processes and policies
  • Defined the scope and goal of new projects and led cross-functional teams to analyze and understand the operational impacts of technology changes
  • Developed metrics used to determine utilization and areas for improvement within the team
  • Currently working on initiatives such as Business Process Mapping, Training standardization, Documentation Initiatives, Risk Compliance Initiatives and Margin Management
  • Travelled to Poland for a period of two months for the Transition of the Client Services process and built the capability of the team by recruiting and training people as the team expanded significantly
  • Worked co-operatively with other risk groups in different international locations and time zones.
05/2011 to 01/2013
Financial Analyst Northern Trust India Pvt. Ltd Bangalore, KA
  • Provided Fund audit for custody and non custody funds Stock was reconciled between Fund master (Northern Trust's Ledger System) and statement received from Unit Trust Managers.
  • Investigation and research was done on any Stock Exceptions / Out of Balances and exceptions were raised to resolve the break due to holdings, dividend, fee rebates, etc.
  • Price discrepancies were identified and resolved by liaising with pricing team.
  • Generated Management Reports for the portfolios monitored under custody and non custody depots.
03/2009 to 06/2009
Management Trainee Hong Kong & Shanghai Banking Corporation Coimbatore, TN
  • Worked as a management trainee to study the Credit appraisal for Factoring to SMEs and MSMEs in and around Coimbatore, which was done as part of my academic project Key Achievements Received the 'Best performer' award for two consecutive quarters Q3 2015 and Q4 2015 at Statestreet HCL Services.
  • Spot award received for handling sensitive clients for three consecutive times at Northern Trust.
  • Received the 'Best Performer' award for two consecutive quarters Q3 2015 and Q4 2015 at State Street HCL Services
  • Spot award received for handling sensitive clients for three consecutive months at Northern Trust.
MBA: Finance PSG Institute of Management Coimbatore, TN, India
CGPA: 8.3​
Bachelor of Science: Computer Technology PSG College of Technology Coimbatore, TN, India
Computer Technology
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High-performing, strategic-thinking, Certified Nursing Assistant with more than 5 years of experience in the nursing field. Encompasses expert clinical and assessment skills, computer savvy with exceptional writing, presenting, and interpersonal communication skills.Adept at fostering and sustaining open and productive professional relationships with all members of the interdisciplinary team, patients, and family members.
  • Admissions
  • Case Management Skills
  • Strong Interpersonal Skills
  • Exceptional Managerial Skills
  • Advanced Life Support
  • Strong Clinical and Assessment Skills
  • Medical Terminology
  • Exceptional Oral and Written Communication Skills
  • Analytical 
  • Exceptional Organizational Skills
Carlton Convalescent Hospital Fairfield, CT Certified Nurse Assistant 01/2016 to Current
  • Responsible for on average five to ten residents/patients simultaneously.
  • Highly skilled in using restorative measures in resident/patient care.
  • Adept at taking and recording accurate vital signs.
  • Assist residents/patients in bathing, dressing and grooming, thereby ensuring excellent personal hygiene is maintained at all times.
  • Help to feed residents/patients when necessary.
  • Competent at ensuring the highest nutritional standards are maintained with my patients Proficient in handling bowel and bladder movements and accurately recording results of the same.
  • Expert in collecting accurate specimen.
  • Proven ability to interact tactfully with staff, residents/patients and families.
  • Skillful in performing various housekeeping duties including cleaning and replacing linens.
Will Care Home Health Care Trumbull, CT 01/2015 to Current
  • Assist patients by providing personal services such as bathing, dressing and grooming.
  • Help patients care for themselves by teaching use of cane or walker, special eating utensils skills, use of special techniques and equipment for personal hygiene.
  • Prepare and serve simple modified diets according to instructions, and assist with feeding as needed.
Kingdom Little Ones Daycare Academy Bridgeport, CT Teacher's Assistant 01/2013 to 01/2015
  • Responsible for the care and education of preschool children ages 3 through 5.
  • Supervised the class when the teacher was out of the room.
  • Participated in professional workshops that supported the improvement of early childhood education.
  • Communicate with parents on an ongoing basis and assist with parent conferences.
  • Assist with daily observations and child evaluations.
  • Provide guidance for children's behavior.
Connecticut Home Health Care Trumbull, CT Senior Financial Analyst 01/2012 to 01/2013
  • Assessed, monitored and supervised individuals to ensure their health, safety and welfare.
  • Aided individuals with activities requiring daily living skills such as basic personal hygiene, grooming, bladder and/or bowel requirements or problems, and assisted individuals to and from the bathroom or with bedpan routines.
  • Performed household services including heaving and light cleaning tasks.
Education and Training
Educational Training of Wethersfield, CT Nursing Assistant Certification 2014 Housatonic Community College, CT
Nursing Assistant Certification 2011 Housatonic Community College, CT
High School Diploma 2009 Stratford High School, CT
Assist patients, bathing, patient care, vital signs
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Professional Summary
Accomplished and detail-oriented professional successful at attaining business goals through in-depth financial analysis, budget strategy design, sales development and execution. Accompanied with a passion for real estate, investment analysis, and financial services.
  • Strategic Financial Planning: Advanced
  • Financial Reporting: Advanced
  • Client Managment: Expert
  • Argus Analysis: Expert
  • Microsoft Suite: Expert
  • Time Management Skills: Expert
  • Insurance Analysis: Expert
  • Investment Analysis: Expert
Work History
Financial Analyst 11/2017 to 11/2017
Situs Robbins, North Carolina
  • Support real estate acquisitions and refinance decisions by completing in-depth analysis wotk.
  • This included extensive market research using CoStar and AXIOMetrics, complete analysis work of argus rent rolls, operating statements, lease abstracts, franchise and management agreements; followed by extensive cash flow underwriting to determine investment worthiness with a one day turnover.
Real Estate Investment Analyst 01/2017 to 06/2017
Berkshire Hathaway All American Home Services Fayetteville, North Carolina
  • Evaluate the real estate market and provide statistical data analysis for investors and agents when making real estate investment decisions.
Financial Planning Analyst 06/2014 to 12/2016
Northwestern Mutual Wilmington, North Carolina
  • Contact clients and set meetings, conduct in-depth reviews to discuss financial circumstances, current provisions and future aims.
  • Acheived this by analyzing information and prepare plans best suited to that individual or company's requirements, completing risk analysis, researching the marketplace, designing financial strategies and providing clients with information on new and existing investment and insurance products and services.
BS: Business Administration, Finance May 2016 University of North Carolina - Wilmington A member of the UNCW track and field team from 2012-2016 A member of the North Carolina at Wilmington Alumni Association Current member of the UNCW Athletic Strategic Planning Committee (Budgeting) Obtained Life, Health, Long-Term Care, and FINRA exam licenses