(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Professional Summary
Detail oriented Achievement-driven Financial Analyst with a demonstrated history of producing accurate and timely reports. Ambitious financial professional with superior analytical and problem solving skills. Driven [Job Title] with expertise in financial management, auditing, expense reporting and budget creation. Desires a senior-level analyst role. Ambitious, detail-oriented Financial Analyst versed in balancing priorities and meeting deadlines under pressure. Adapts quickly to challenges and changing environments.
  • Budget analysis expert
  • Data trending
  • Excellent attention to detail
  • Excellent communication skills
  • Financial reporting
  • Customer relations
  • Budget development
University of Delaware Newark, DE Expected in 1992 Master of Arts : Economics - GPA :
University of North Carolina Charlotte, Expected in 1990 B.A : Economics - GPA :
Work History
Lpl Financial Services - Forecasting Manager
Cleveland, OH, 03/2011 - Current
  • Developed forecasting tools and dashboards to analyze equipment returns to the Manufacturing division in order to  optimize material and labor planning.
  • Created and maintained financial reports and Key Performance Indicators to keep Senior Management apprised of business unit trends
  • Responsible for the creation and monitoring of the annual returns budget, including scenario analysis and variance explanations
  • Cultivated relationships with Finance, Sales, and Retention Marketing to improve collaboration among corporate budgets and forecasts 
  • Supervised and mentored a junior associate.

Federal National Mortgage Association - Senior Marketing Consultant
City, STATE, 2001 - 06/2004
  • Provided exceptional customer service to customer account managers (CAMS) in the Southwest Regional Office, assisting the CAMs with mortgage pricing, product, and credit guidance.
  • Collaborated with the marketing and credit teams both in the regional and national offices to arrive at timely customer issue resolution.
  • Monitored the competitive position(s) of an assigned customer base (banks, mortgage companies, and savings and loan associations), tracking the performance relative to corporate product and revenue goals.
Federal National Mortgage Association - Finanical Forecasting Manager
City, STATE, 06/1998 - 11/2000
  • Forecasted business volumes and guaranty fee rates for the company's quarterly earnings forecast.
  • Conducted alternative volume and fee scenarios surrounding the baseline forecast and analyzed the revenue effects on the financial statements.
  • Presented and defended the forecast to senior management.
  • Provided weekly updates on the volume outlook to all segments of the company.
  • Represented the Single-family Business unit in corporate planning and strategic assessment meetings.
  • Assisted in developing a Key Metric dashboard for senior management to help analyze current market conditions and strategize with regard to new business opportunities.

Federal National Mortgage Association - Junior/Senior Economist
City, STATE, 06/1992 - 11/1997
  • Participated in starting a new business unit that was dedicated to enhancing the company's understanding of housing and mortgage market dynamics, and assessing their impact on business prospects.
  • Constructed econometric models to forecast mortgage originations, product shares and business volume growth.
  • Developed a framework for analyzing the flow of mortgages from origination to delivery to Fannie Mae.
  • Created a methodology to study the behavior of other major mortgage market players that issue debt and the potential effects on Fannie Mae's ability to continue to fund mortgage purchases competitively.
  • Prepared monthly and quarterly reports for Senior Management on mortgage market trends, with particular emphasis on the competitive position of the company.
  • Responsible for reporting economic, financial and mortgage market developments to business unit heads at weekly meetings Produced a monthly macroeconomic forecast of the U.S.
  • Rose from junior to senior economist within  two years

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Resume Overview

School Attended

  • University of Delaware
  • University of North Carolina

Job Titles Held:

  • Forecasting Manager
  • Senior Marketing Consultant
  • Finanical Forecasting Manager
  • Junior/Senior Economist


  • Master of Arts
  • B.A

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