David Robinson - Senior Financial Analyst Resume Simple
A highly motivated and results-oriented financial analyst with a proven track record of success in the areas of finance, accounting, and operations.
  • due diligence, c, proposals, cash flow, credit, trend analysis, market research, reports, balance sheet, lending, financial reports, clients, mortgage, research, cash, budget, communication, analysis
  • management, fixed asset, mortgage, r, drafting, credit, auditor, tax, audit, clients, reports
  • 2017-12-252017-12-25

    Senior Financial Analyst

    Framingham High School

    • Performed due diligence and analysis on potential clients, including: Acquisition of new business, acquisitions, and financial modeling, ROI, NPV, IRR, ROE, cash flow, and other ad hoc reports.
    • Prepared and presented monthly financial presentations to senior executives including: Budget vs. actuals, balance sheet, income statement, and cash flow.
    • Assisted in writing credit memos for new and existing deals, negotiating with banks and private equity firms to research and analyze market trends and budget.
    • Conducted quantitative analysis of financial data for the purpose of monitoring and evaluating the viability of new and existing clients.
    • Created financial models for the decision making process for the private equity fund of the company. Performed due diligence and valuations for potential clients.
    • Created financial models for strategic decision making, scenario analysis, and C-level presentations to support investment decisions.
  • 2017-12-252017-12-25

    Financial Analyst

    Synchrony Financial

    • Prepared audit reports for management, tax filings, and net asset values. Analyzed and interpreted financial data. Provided information to the Board of Directors.
    • Created and maintained a net worth model for the clients, including the preparation of the financial statement, and the development of a new R&D and non-profit financial plan.
    • Managed credit risk mitigation for new and existing customers, including the creation of a new mortgage application. This was a key role in the development of a new loan portfolio.
    • Prepared and maintained the fixed asset schedules and related schedules for the company's flexible spending accounts. Reviewed and approved all transactions for accuracy and proper coding.