Financial analyst

Financial analyst
Resume examples

Resume Examples Objectives and summaries
Financial analyst
Financial analyst
Resume examples
Resume Examples Objectives and summaries

Private equity analyst

Experienced

Performed technical due diligence for $1B+ acquisitions and effectively recommended post-merger action, modeled integration costs, an appropriate mix of investments, potential risks, and opportunities using technical accounting expertise and researcher and executive interviewer skills to determine growth trends, quality net assets, financial statement analysis, and cash flows for Fortune 100 clients. Collaborated with Technology, Risk, and advisory teams on Private Equity projects.

  • Launched Minneapolis Social Impact Community to promote the first national MBA case competition on social impact. Secured internal sponsorship, hosted the event, and created marketing materials.
  • Led complex IT projects and provide guidance and direction to multiple executive stakeholders and external partners. Ensured profitable performance, efficient operations, improved sales, and profit margins.

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Financial analyst

Experienced

Directed general accounting, finance, and budgetary control, maintenance of fiscal records, and preparation of financial, sales, and operational reports. Presented accounting and financial statement and analysis data to the executive team and recommended improvements.

  • Collaborated with senior sales leadership, human resources, accounting, and finance departments to define optimal performance measurements and management programs – partner in the development of annual rebate, incentive, and general compensation programs.
  • Developed and executed analysis of business initiatives, product launches, new service offerings including discounts; work closely with sales and marketing to establish pricing strategies.
  • Implemented key processes and strategies to achieve the company’s financial goals and objectives.

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Financial analyst

Experienced

Recruited to undertake due diligence and restore company profitability, involving considerable improvements to finance, HR, payroll, and legal operations. Managed product initiatives including sourcing, contracting and designing business models and break-even analyses.

  • Directed final infomercial campaign and closer of U.S. business, and retrained staff to provide industry analysis and U.S. best practice research and analysis of U.S. retail best practices.
  • Reviewed contracts for international product distribution and OLM.
  • Completed and managed annual budgeting and monthly financial reporting.
  • Achieved recovery by liquidating inventory, producing a 38% recovery rate, and eliminating unprofitable campaigns.
  • Utilized forensic accounting expertise to identify $300,000+ of missing accounts receivables previously missed by auditors from third-party distributors and negotiated settlement.
  • Minimized losses by identifying and creating database queries to track unshipped products.
  • Reduced call center costs by identifying and resolving customer service issues.
  • Increased order conversion by launching a live representative call center.
  • Established new accounting closing procedures and policies, reducing monthly close from 25 to 10 days.
  • Collaborated with auditors to complete an annual audit that was four months behind schedule from previous management.

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Credit analyst

Experienced

Managed a $25 million credit portfolio. Collaborated with clients to acquire necessary collateral, cultivate strong relationships, and maximize additional credit opportunities. Administered credit policies have proven to minimize losses and grow sales. Established credit lines, controlled bad debt levels across the portfolio, and mitigated risk with proprietary finance alternatives. Proactively addressed necessary credit resolutions.

  • Created a credit risk management environment of acceptable quality, in terms of established credit guidelines; developed sound, acceptable credit policies.
  • Managed account receivables and all related functions; renegotiated account receivable balances, streamlined processes, and improved client retention rates.
  • Investigated and verified financial status and reputation of prospective customers applying for credit; reviewed credit references and Dunn and Bradstreet data to determine applicant suitability.
  • Evaluated and provided analysis, conclusion, and recommendations to determine credit line amounts; communicated information to customers and team members.
  • Reviewed and adjusted credit lines regularly; revoked lines of credit upon receipt of external information pertinent to the financial strength of account.
  • Identified problem accounts and negotiated payment programs with delinquent customers.
  • Improved the department's Daily Sales Outstanding (DSO) collections rate by (40%), in less than one year.
  • Reduced bad debt by (90%), within five years.
  • Consistently reduced net bad and account receivable aging quota to less than .25% of yearly sales.

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Private equity analyst

Senior

Built a robust, efficient finance and operations organization,  used this foundation as the jumping-off point for transformation. Drove restructuring, brand overhaul, and first-in-the-world product development. Controlled finances and P&L. Navigated fierce industry and economic challenges to fuel rapid growth.

  • Increased EBITDA and P/E ratio simultaneously by adding an intellectual, technical edge to core products and capturing monopoly-based revenue and profits (via forced upgrades) across the entire portfolio. Boosted market positioning to #1 industry ranking replacing top Lighting and other competitors, placed company as the go-to creator of groundbreaking lighting solutions, and bolstered private equity value by $300M).
  • Steered company resurgence by placing radical product development at the heart of corporate strategy. Revamped the infrastructure for maximum efficiency, cost savings, and compliance
  • Hired and mentored an 18-person team recognized for business, financial, and interpersonal acumen at a global level. Coached individuals to deepen expertise in financial planning and analysis (FP&A), quarterly forecasting, and strategic planning.
  • Evolved the long-term strategy into an indispensable document that extended beyond financial analysis to set direction, devise a future-ready organization, and establish a clear roadmap for achieving benchmarks.
  • Catapulted margins by 400 basis points through Lean Six Sigma cost savings and supply chain reengineering.

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