Financial analyst
Resume examples

Developed strong end-to-end knowledge of the investment and consultancy industry within the company’s structure and through exposure to various functions within Tier 1 and Tier 2 financial organizations. Established relationships with stakeholders from a wide business network and portfolio.

• Applied analytical skills to process large amounts of data to find profitable opportunities and investments.
• Supported the consolidated reporting, analysis, and business planning across the company’s investment division.
• Demonstrated a strong understanding of economic trends, social and political situations, and regulations that could impact a client’s investments.
• Reviewed potential investments to ensure there were no issues that could lead to complications to the overall health of stable profits.
• Wrote clear and well-structured business documents to help investors understand growth opportunities and risks.

Worked within a fast-paced environment to build client relationships and facilitate strategic financial plans.

• Leveraged research skills to analyze various market trends to facilitate strategic acquisitions.
• Participated in meetings along with superiors, top executives and boar members in the firm.
• Worked within a team of skilled associates to perform due diligence and evaluate the potential returns of investments
• Performed ad hoc duties as required to improve performance and optimize skills.

Conducted regular credit valuations on unsecured loan requests, provided an outcome in line with the company's credit policy, guidelines, and lending benchmarks while working meticulously with internal and external investors.

• Developed liquidity, profitability, and credit reports of single and corporate identities being evaluated with similar establishments to determine risk.
• Arranged spreadsheets, credited pitches for complex credit using Capital IQ and Pitchbook Data.
• Reviewed summaries and made estimations for loan decision-makers.
• Managed and evaluated financial annals to guarantee detailed reports, financial statements, and accounts receivable data.
• Monitored current accounts for payment progress for various clients and organizations.
• Collaborated with a financial team in inaugurating and retaining lien faultlessness of various collateral.

Conducted data analysis of the company’s operational business and processes under the supervision and direction of the senior risk analytics manager. Worked on several high-impact projects daily, tasked with controlling costs, forecasting income, and improving key processes.

• Reviewed financials to ensure accounting integrity and performed research and reconciliation as required.
• Tasked with developing and evolving insight financial analytics and reporting to ensure the lead analyst accessed up-to-date data.
• Helped to maintain financial data and structural integrity across company systems to ensure reporting quality.
• Prepared operational and financial dashboard reports to managers to relay variance analysis and revenue predictions.
• Ensured applicable internal and external financial standards were compliant according to federal and company standards.