Lynn Strauss - Financial Analyst Resume Simple
Financial analyst with over 10 years of experience in the financial services industry. Proven ability to analyze and analyze data and develop insightful solutions.
  • forecasting, due diligence, financials, management, cash flow, reports, legal, consolidation, valuation, excel, cash
  • finance, management, cash management, banking, clients, cash
  • 2017-12-252017-12-25

    Financial Analyst

    Northern Telecom

    • Performed discounted cash flow valuation, financial management, and other financial models to create reports for potential acquisitions. Analyzed and prepared legal documents.
    • Prepared and analyzed financial models, forecasting, and consolidation of financials. Performed due diligence on potential acquisition targets.
    • Developed Excel models to calculate the value of the company’s investment portfolio. Created a model to track the performance of the client.
    • Analyzed and evaluated the company's financial performance and recommended investment strategies. Conducted industry research and analysis. Created and maintained a Series of valuations.
    • Analyzed and interpreted data to determine the impact of changes in the market. Wrote and presented the investment thesis to the Board of Directors.
  • 2017-12-252017-12-25


    Children's Medical Center

    • Performed cash management and banking relationships for the firm and its subsidiaries. Provided financial support to the Finance team.
    • Created and maintained a database of all data for the monthly reporting package. These reports were used to track and report on the performance of the business.
    • Created and maintained a model for the company's largest investment portfolio. Developed a new model to track the performance of the firm.
    • Assisted clients with the development of a new investment portfolio. The project was to be used by the company to ensure that the client is in line with the company's objectives.
    • Developed a comprehensive financial model to evaluate the performance of the client’s portfolios and recommended investment strategies to meet the client's needs and goals.
    • Improved the accuracy of the monthly financial reporting process by creating a new Excel template to track and report on the sales, gross margin, and revenue.


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