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27 Colmore Row
Birmingham, England B3 2EW
Cell: 07956 654 32
Skilled Financial Manager adept at increasing work process efficiency and profitability through functional and technical analysis. Successful at advising multi-billion dollar corporations, small businesses, and individual clients. Areas of expertise include asset allocation, investment strategy, and risk management.
Strategic and financial planning expert
Staff leadership and development
Proficient in SAP
Business performance improvement
Polished communication skills
February 2011 to Current
Fidelia Accounting Birmingham, England
Lead the modelling, planning, and execution of all financial processes.
Execute short and long-term custom comprehensive financial strategies to reach company goals.
Measure loan submissions based on quality control plans and investor regulatory compliance standards.
Research market trends and surveys and use information to stimulate business and revenue growth.
May 2008 to January 2011
Davis and Ortiz Equity Management Birmingham, England
Drafted executive analysis reports highlighting business issues, potential risks, and profit opportunities.
Employed advanced deal analysis, including hands-on negotiations with potential investors.
Recommended innovative alternatives to generate revenue and reduce unnecessary costs.
Analysed market trends and surveys and used information to stimulate business and revenue growth.
Secured loans for high level management spending purposes.
June 2005 to April 2008
Bergdorf Financial Group Birmingham, England
Reviewed wide range of legal documents for financial considerations.
Generated monthly and quarterly budget reports.
Created presentations to detail spending and trends.
Updated variance and gap analysis documentation.
2005 University College London London, England
Bachelor of Science Finance
Certified Management Accountant