Financial Analyst

Rate, USD
Not specified
Work schedule
Full Time,
Language skills
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About me

Highly motivated and goal-driven analytical professional with a background in financial modeling and risk management. Skilled in collecting, monitoring and studying data to analyze and make recommendations. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Have a willingness to take on added responsibilities to meet team goals.


Aug 2018/May 2022 Bachelors Degree @ Susquehanna University

Management Major


Jul 2022/Current Financial Analyst @ PFMAM

Created and maintained models, charts and reports. Performed multiple financial analyses, including earnings projections and cash flow analyses to help clients develop the strategy of their portfolio.
Lead and assist in responses to requests for proposal (β€œRFPs”) for investment advisory and bond proceeds management services.
Review and edit investment policy statements and memos to make sure client investments were in accordance with state laws.
Participated in meetings to discuss financial analysis and investment strategies.

Feb 2022/Apr 2022 Social Media Intern @ Saving Vietnam's Wildlife

Worked remotely to assist the communication team at Saving Vietnam’s Wildlife with trend analysis, reporting, and post-management.
Created informative and entertaining posts for client’s Facebook and Instagram pages.
Reached 11,000+ accounts with use of analytics, daily posting, and keeping up with trends while optimizing social media content for maximum engagement.
Provided recommendations upon my departure for future opportunities to excel their social media accounts.

Jan 2020/Aug 2020 Sales Associate @ Marshalls

Engaged with customers to effectively build rapport and lasting relationships.
Organized racks and shelves to maintain store visual appeal and promote specific merchandise.
Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers. Managed returns, exchanges and refunds in accordance with store policy.

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