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Morgan
Senior Financial Analyst
Contato
Competências
Experiencia demostrada en Financial Modeling and Valuation.
Experiencia demostrada en Financial Planning & Analysis (FP&A).
Experiencia demostrada en Variance Analysis.
Experiencia demostrada en Profit & Loss Management.
Experiencia demostrada en KPI Development.
Formação acadêmica
Resumo
Senior Financial Analyst buscando nuevas oportunidades
Experiência
Senior Financial Analyst
Led a team of 16 financial advisors in the active management of over 3,000 investment portfolios overseeing investment strategies, portfolio performance and alignment with client financial objectives.. Analyzed market trends and anticipating emerging market opportunities and risks using statistical software and specific market indicators.. Coordinated with CPA’s and legal professionals to support capital gains tax compliance, ensuring that investment activities were appropriately reviewed and tax obligations addressed.
Board Member
Responsible for planning the annual event, donor outreach, website development, newsletters, and establishing new causes to support.
Assistant, International Scouting
Oversaw regional scouts to discover, track and evaluate high-potential prospects overseas.. Managed foreign training academies, operational infrastructure and long-term integration pathways.. Built trusted connections with local agents, coaches, academies, and key stakeholders in global territories.. Directed international travel schedules, resource allocation and local staff performance.
Financial Advisor
Develop comprehensive financial plans tailored to clients’ financial goals, risk tolerance, time horizon and individual circumstances.. Monitor investment portfolios, evaluate market trends and recommend portfolio adjustments based on changing market environment.