Financial Analyst Resume

DANIEL MICHENER
631 Bedford St. • New York, NY 10032
(212) 445-8842• [email protected]

 

SUMMARY OF QUALIFICATIONS

Ambitious finance professional with strong track-record of delivering top performance. Possess large spectrum of experience in financial markets, corporate finance, and treasury finance. Successfully wrote all three CFA (Level I, II, and III) exams. Can undertake difficult mandates and meet tight deadlines. Personal qualities include: rigorous, positive, good problem-solver, autonomous, persistent, adaptable, and driven. Other skills include:

Financial Stmt & Ratio Analysis Complex Financial, Operational, & Quantitative Modeling Measurement of Productivity & Process Investor Relations

Securities Trading Debt & Equity Financing Economic, Financial, & Technical Indicators Technical Analysis Treasury Operations

Creation of Templates & Procedures MS Office (Excel Expert) SAP, AccPac Basic Programming (VBA, Java, C++)

CFA Curriculum: Asset Valuation Equity & Debt Investments Indexes & Debt Investments Indexes & Derivatives Alternatives Investments Risk Management Portfolio Management Performance Evaluation, Attribution, & Presentation Quantitative Methods & Statistics Micro & Macroeconomics

RECOGNITIONS FROM EMPLOYERS

Honorable Mention for Recognized Contribution [2001] – Alliance Network Ltd.

WORK EXPERIENCE

AURORA PHARMACEUTICAL INC., Financial Analyst, New York, NY, [2004 – Present]

• Automate processes to improve rigor and speed in the processing of critical information.
• Develop management tools to measure and analyze financial and operational information (e.g. financial ratios, key performance indicators, sales forecasting platform, integrated budget model, product pricing, and management reports).
• Develop and manage complex excel-based financial models.

ALLIANCE NETWORK LTD., Financial Analyst (Reported to the CFO), New York, NY, [2000 – 2004]
Worked Closely with the CFO on Financing

• Drafted parts of Private Prospectus Memorandum.
• Analyzed company's financing needs and worked with management to raise capital.
• Analyzed market share and data on competitors.
• Analyzed the impact of debt and equity financing on capital and ownership structures.
• Prepared presentations on PowerPoint and various investor documents on Word and Excel.
• Produced 3-year and 5-year pro-forma financial statements.

Provided Timely Financial and Operational Information to Senior Management

• Analyzed financial information (e.g. financial statements, financial ratios, interest payments, etc.).
• Developed management tools to quantify, measure, and monitor work processes.

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WORK EXPERIENCE (Continued)

• Developed management reports (Accounts Receivable, Accounts Payable, headcount, liquidity, etc.) and taught accounting clerks how to operate them.
• Worked on implementation of ACCPAC accounting system, including a complete chart of accounts rework and financial statement redesigns.

Managed Two Complete Annual Budgeting Cycles

• Generated detailed financial and operational projections (i.e. revenues per region and product, expenses per headcount, expenses per department and project, capital expenditures).
• Monitored expenses to ensure compliance with budget by performing monthly variance analyses.

Worked on Planning and Implementation of Company-Wide Restructuring

• Developed a capacity-planning model to monitor and control the software development process.
• Performed scenario analyses to align operational and financial resources with growth objectives.

BANK OF AMERICA, Treasury Analyst, New York, NY, [2000]
Extracted, processed, and validated data from the Bank's transactional and accounting systems to produce periodic (weekly, monthly, and quarterly) treasury reports.

• Statutory reports: Balance sheet sensitivity to interest rates, derivatives credit risk, and pledging.
• Conformity reports: Asset concentration, asset quality, and capital requirement.
• Internal management reports: Liquidity ratios, current assets, liabilities maturity, and cash flow.
• Performed end-of-day maintenance operations on bank information systems.
• Familiarized with trading floor and back office operations.

EDUCATION

COLUMBIA UNIVERSITY, New York, NY [2000]
Bachelor of Commerce, Specialization in Finance and Strategic Management

CONTINUING EDUCATION

Successfully wrote all three CFA (Level I, II, and III) exams. [2004]