Meticulous financial analyst, excellent at juggling multiple tasks and working under pressure. Broad industry experience includes retail and wholesale electric municipal markets.
Analytical Prowess: Ability to quickly identify and analyze financial and operational trends, and deviations thereof.
Organization: Highly organized in both personal and professional life, with ability to leverage technology to maintain efficiency.
Communication: Strong ability to condense complex analytical concepts and trends into a concise presentation and an innate ability to work well with a broad variety of stakeholders.
Technical Skills: Proficient with Microsoft Excel/ PowerPoint/ Word/ Outlook.
Rating AnalystCurrent S&P Global Ratings – Centennial, CO
Perform complete analysis of municipal bonds as a primary analyst in the infrastructure sector, including rural electric cooperatives, retail and wholesale electric utilities, as well as a number of transportation credits. Responsible for a portfolio of approximately 80 credits. Weekly responsibilities include gathering and analyzing data, interfacing with clients, and presenting and defending rating to a committee of peers.
Voting member of rating committees.
Serve as lead data coordinator for Enterprise team, liaising with the business, external vendors, and colleagues for all criteria projects and database maintenance issues.
Train and assist new rating analysts on the public power sector.
Help lead annual portfolio review process for all public power credits.
Received 'Exceptional Achievement' performance rating in each of three years in the position.
Data Researcher III02/2014 to 04/2015 S&P Global Ratings – Centennial, CO
Leveraged in-house software to perform end-to-end data management of USPF credits.
Learned nuances of each USPF sector including Healthcare, Higher Education, Transportation, Public Power, Water/Sewer, Local Governments, States, and Housing.
Trained several employees for the same position.
Bachelor of Arts: Economics2013University of Colorado, Boulder-