consulting analyst ceo resume example with 9+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary

Advanced in researching and analyzing investment opportunities and trends, full scale fixed income analysis, financial modeling, and investment portfolio assessment. Able to develop proposals and stay on top of market trends. Intricate level of knowledge about risk analysis, high return mastery, algorithm development, and relative valuations.

  • Advanced decision/negotiation skills
  • Stochastic Calculus
  • Multi-factor risk models
  • Analyzing investment opportunities
  • Forecasting proficiency
  • Data trending knowledge
  • SPSS/STATA/SAS software proficient
  • Financial controls development
  • Valuation reports
  • Risk evaluation
  • Stop-Loss Algorithm Development
  • Exposure management
  • Trading platform algorithms
  • Economic analysis
  • Business processes, Research
  • Client, Sales
  • Product development, SAS
  • Due diligence, Spreadsheets
  • Economic analysis, SPSS
  • Equity, STATA
  • Senior management, Strategy
  • Features, Valuation
  • Financial
  • Financial analysis
  • Financial statements
  • Fixed income
  • Forecasting
  • Investments
  • Legal
  • Litigation
  • Market
  • Excel
  • Exchange
  • Negotiation
  • Enterprise
  • Policies
  • Programming
  • Python
  • Real-estate
  • Reporting
  • Business start up
Work History
Consulting Analyst, CEO, 08/2017 - Current
United Community Bank Sylva, NC,
  • Develop algorithms, systems, and reports to improve the overall efficiency of a company.
  • Provide thorough analysis of internal workings of a company to implement software algorithms, data benchmarks, and input output variables to measure and maintain efficiency.
  • Drastically change the modes of information exchange within an enterprise to improve accurate reporting for clear business progression models.
  • Establish new systems and creative approaches to business processes, from manufacturing, human capital expertise, communication, product development, progression measures for each department, and efficiency financial models to monitor proper use of resources.
  • Improved the efficiency of 32 businesses and counting.
  • Cut expenditures by 42%, increased efficient production by 33%, re-designed communication systems to improve accuracy reporting by 67.
  • Built productive relationships with industry partners and competitors to support strategic business objectives.
  • Negotiated terms of business acquisitions to increase business base, solidify market presence and diversify offerings.
  • Oversaw deployment of strategic business plans to accomplish accounting, compliance and revenue targets.
  • Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
  • Acquired HR outsourcing group and grew revenues to over $70,000.
  • Built key relationships with technology clients resulting in 300% sales/price per client volume increase in 6 months.
PORTFOLIO MANAGER, 08/2011 - Current
  • Assessed exposure depending on current market and economic trends, compared valuations and evaluated threats to strategies.
  • Achieved 30% or higher returns annually.
  • Adjusted portfolio exposures and strategies while analyzing market conditions using Global Macro, Event Driven, Long/Short Equity, and Fixed Income Arbitrage Strategies
  • Developed rebalancing strategies to minimize risk exposures.
  • Researched fixed income alternatives to align with preferred asset allocation requirements during times of lower risk preferences.
VWM Economics City, STATE,
  • Developed economic algorithms to calculate and analyze economic value for litigation cases.
  • Analyzed financial statements and analyzed sales revenues, costs, expenses for valuation purposes and developed detailed spreadsheets to identify trends and develop forecasts.
  • Developed complex reports for legal and economic decisions by analyzing financial information to forecast business, industry, or economic conditions.
  • Analyzed factors which affected economic growth.
  • Implemented XLS-based testing features to use on final product.
  • Managed design of dynamic widgets focused on Economic Losses.
  • Performed initial client assessment and analysis to begin research process.
  • Verified data integrity and accuracy.
  • Developed and refined forecasts for areas such as labor engagement, unemployment and consumer buying habits affecting the labor market.
  • Analyzed qualitative and quantitative research to deliver economic policy analysis.
  • Maintained close watch on financial and operational performance of different funds and made proactive adjustments to keep portfolios in conformance with plans.
  • Stayed up to date on regulations and lax laws affection each fund to prevent management impropriety.
  • Investigated market changes and devised approaches to take advantage of emerging opportunities.
  • Resolved conflicts and negotiated mutually beneficial agreements between parties.
  • Developed and maintained industry leading knowledge of investment strategies, competitor benchmarks, instruments, management firms, and capital market developments.
  • Contributed to the oversight and due diligence of a wide range of investments including public equity, commercial real-estate development projects, fixed income, and private markets/alternatives.
  • Developed customized algorithms and analysis to develop new perspectives on financial performance, operational efficiency, and acquisition opportunities.
  • Models built through excel to consistently monitor market changes, competitor benchmarks, and internal movement on projects.
  • Managed due diligence efforts to evaluate potential managers, products, and strategies.
  • Interfaced with investment managers regularly to review investment strategy, process, performance, firm changes, and other areas as appropriate.
  • Prepared and delivered reporting of market and portfolio performance, including briefings for senior management and other internal stakeholders.
  • Conducted all business activities with high integrity and strict adherence to company policies, Performed financial analysis and due diligence for projects.
  • Identified budget variances and recommended corrective actions, avoiding overruns and maintaining positive cash position.
  • Analyzed projects for capital deployment and helped structure multi-million dollar deals.
  • Reviewed monthly requisitions for accuracy and completeness, reconciled transactions and determined payment approval statuses.
  • Analyzed financial information related to payroll, capital projects, operating expenses, professional service contracts and office supplies and equipment to examine budget needs.
  • Solved complex problems for senior leadership to execute on-time and under-budget projects.
Self-Built Efficiency Models, Algorithms, Programs to be commercialized and sold as a software in: , Expected in 2022
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Status -
Financial Engineering Certificate- Columbia University Level 1 – Received: , Expected in 2019
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Status -
BACHELOR’S OF SCIENCE: Finance and Economics, Mathematics, Expected in 05/2015
City College of New York of The City University of New York, The - New York, NY
Status -
  • Graduated Honors- Dean’s List
  • President and Founder of the Investment Club
  • Continuing education in Financial Engineering and Algorithm Development
  • Member of Investment Club
  • Thesis: Portfolio Analysis of customized portfolio during the year 2014 with $100,000 to start- finished with $313,000
3rd in State of California Swimming College Championships Python Programming Proficient: , Expected in
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Status -

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Resume Overview

School Attended

  • City College of New York of The City University of New York, The

Job Titles Held:

  • Consulting Analyst, CEO


  • Self-Built Efficiency Models, Algorithms, Programs to be commercialized and sold as a software in
  • Financial Engineering Certificate- Columbia University Level 1 – Received
  • 3rd in State of California Swimming College Championships Python Programming Proficient

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