Financial Analyst

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

Highly motivated and dedicated emerging Financial Analyst with experience working in a fast-paced, team-oriented environment and experience in derivative product operations. Proficient in Microsoft Office applications, including Word, PowerPoint, and Excel. Possessing basic financial modeling skills and basic coding knowledge in Java and Python. Fluent in Spanish. A Specialist in the Army Reserve, recognized for leadership, organization, teamwork, and adaptability.

Professional area


2017/2021 Bachelor's degree in Finance @ Lasell University


2022/present Financial Analyst @ Rate Cap Advisors

•Provide back-office support for the client onboarding process and KYC requirements on up to 10 active projects per week.
•Supported the team in an average of 80 rate cap projects per month.
•Assisted the sales team in estimating rate cap premiums for prospective clients and active projects.

2021/2022 Client Relation Intern @ Coastal Equity inc.

•Assisted Senior Broker in identifying at least 15 potential clients per week.
•Determined time horizon, risk tolerance, and suitability of potential clients.
•Supported the back office with submission of internal forms and trade executions for an average of 5 trades per day.

2017/2022 Supply Specialist @ Huntington Food Plaza

• Managed working capital to improve shelf life and cash flow, improving marginal revenue up by 5% in 6 months.
• Managed store website and maintained up-to-date sales information on site to provide clients with accurate information.
• Uploaded media content to social media and the in-store system to accommodate for industry changes.

2018/present Specialist @ Army

• Accounted for sensitive items valued at more than $65k in the unit.
• Organize rations from the 325th unit for field training and maintained accountability.
• Managed a team of 4 to accomplish daily warrior task and drills.

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