Denver, Colorado, United States
An adaptable and agile finance professional. Professional experience in leading teams, financial reporting, analysis, budgeting, variances & forecasting across various industries including finance, consulting & university. An effective communicator who thrives in a fast-paced environment. Strong team-building and management skills. Skills: Financial analysis, financial modeling, financial reporting, forecasting, budgeting, variance and cost analysis, financial Processes Improvement, ERP and financial tools/software end to end implementation.
- Managed $72,000 in technology sector for students run investment fund which achieved higher return than benchmark S&P 500 tech sector. - Performed fundamental analysis and financial modeling for the target investment company. - Hedge the downside risk by using derivatives and investment strategies.
- Assessed full-fund risk of $360,000 portfolio aimed to match S&P 500. - Overall fund return: -1.35% with benchmark S&P 500 at -14.52% with Beta of 1.06 and Sharpe ratio 1.2. - Used sharpe, sortino and information ratios to control the overall risk of portfolio. - Used VaR and CVaR at 95% confidence level to estimate the risk, due to market downturn.
- Graduate Assistant working under Dr. Patricia Ryan in CSU. Assisting in many research tasks, including examination of IPO’s under the JOBS Act, exchange listing decisions, and transition to online learning. - Provided client company Cogent Communication recommendation for potential takeover based on valuation including financial statement forecasting, discounted cash flow, and multiples analysis. - Performed capital budgeting analysis of Lady M Confections and other case applications. - Calculated valuation of Rosetta Stone in comparison to its value at IPO in 2009, and of JetBlue Airways and Square Inc. at the time of their IPO’s.
- Analyzed cash flow statements to optimize financial resources. - Oversaw indirect and direct accounting and taxation compliance. - Reconciled financial statements and prepared variation reports. - Prepared monthly budgets and forecasts aligned with annual budget following flexed budgeting methodology. - Developed monthly AR / AP reports and arranged working capital and investments. - Cut costs by 13% via process optimization and standardization. - Reduced discrepancies by 20% via improved financial reporting and implementation of Tally ERP. - Transitioned business from outdated indirect sales, service, and excise tax systems to GST. - Lowered interest costs by 10% by instituting improved cash receivable and cash management systems and negotiating a reduced credit rate.