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Junior Analyst Resume Samples
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0-5 years of experience
- Valuated, classified and analyzed variances in materials price, transactional effect, risks and opportunities, savings, materials coverage by plant and Latin America consolidation.
- Budgeted spend and savings for Latin America (Spend 380 MMUSD and savings 20 MUSD) and reported monthly, quarterly and yearly variances results and forecast to Global Corporate.
- Financial analysis for strategic sourcing events.
- Responsible for Latin America Procurement and Reformulation Savings Internal Audit.
- Performed financial analysis for procurement suppliers and developed new formats to help in a better understanding of the financial concepts for purchasing team members.
- Developed and improved files for monthly and yearly reporting.
0-5 years of experience
- Contributed in researching investment ideas for the first student managed long-only equity fund of $250,000 AUM in companies +$2bn market cap
- Worked closely with industry director to value companies quantitatively through discounted cash flow, comparable company analysis, and precedent transactions
- Collaborated with coverage group by utilizing top-down and bottom-up analysis to make assumptions on industry related stock futures risks and growth
0-5 years of experience
- Led market research and supported launch of promotional campaigns
- Led competitive analysis and evaluation of market landscape
- Created database for managing and optimizing resource sourcing and quantity, leading to ~20% improved efficiency of inventory management and operations
- Designed pricing optimization model to inform pricing strategy of retail and wholesale products
- Managed day-to-day interactions with suppliers and customer relationships
- Supported continuous improvement of business processes such as inventory
0-5 years of experience
- Conducted qualitative, quantitative, and strategic analysis of products for potential in the wholesale market
- Supported team with real time, category specific buy plan updates in order to satisfy future inventory needs
- Traveled to China to evaluate new factories for manufacturing and negotiate manufacturing agreements
- Established and maintained relationships with OEM/ODM manufacturers to negotiate advantageous pricing
- Performed financial analysis on domestic and foreign accounts including establishment / adjustments of credit
0-5 years of experience
- Performed fundamental analysis of company’s business and financial position, including cash flow analysis, balance sheet and income statement evaluations, and industry ratio analysis.
- Analyzed industry trends and produced research on individual companies in the distressed debt investment universe.
- Focused on media/communications industry, issuing or initiating research on iHeartMedia, Cumulus Media, and Intelsat, as well as preliminary research into the oil and gas industry.
0-5 years of experience
- Provided on-chat technical support to 30+ customers daily who were experiencing issues connecting to Xfinity services (Wi-Fi, cable and telephone).
- Used Einstein software for customer verification through customer details.
- Assisted customers with network issues and setting up Xfinity on devices
- Resolved billing inquiries and helped customers upgrade plans based on their preferences
- Provided location migration support to customers to continue with their existing Xfinity connection.
0-5 years of experience
- Preformed a 13-week consulting project for the Regional Economic Development of Eastern Idaho
- Completed a consumer analysis to assist in the creation of a communication strategy geared towards the attraction, retention, and development of millennial talent in Eastern Idaho
- Crafted and distributed a survey, based on the focus group responses, to a random-sample of 600
- Presented findings to the CEO of REDI
- Participated in a Q&A forum attended by various mayors, city council members, and local business representatives
0-5 years of experience
- Participate weekly in student-operated investment group which manages 1.6 million dollars in investments
- Research financial stocks using SEC filings and analyst reports
- Utilize a discounted cash flow model to value securities
- Assist in monitoring five equity securities within the Financials sector at a net asset value of $201,688
- Assess and monitor the risk of the CCM portfolios and develop strategies to target and maintain the desired level of portfolio risk consistent with investment policies and guidelines
0-5 years of experience
- Conducted quantitative analysis of financial data to forecast revenue, identify future trends, and assess risk associated with investments related to information technologies sector of the S&P 500
- Used multiple valuation methods such as discounted cash flows, return on equity, and dividend discount model to analyze companies that meet the funds screening parameters
- Compared potential securities investments with their competitors core competencies, market share, product offerings, and operating metrics
0-5 years of experience
- Assisted in analyzing client’s technical requirements
- Participated in system development lifecycle process
- To document the business process by identifying the requirements
- Designed technical documents as a prerequisite to developing code
- Provided support to end users by troubleshooting bugs within the application
0-5 years of experience
Assist the Senior Analyst in the creation and maintenance of fund profiles.
- Prepare monthly packet presentations that highlight our invested hedge funds exposures and portfolio
- Update tear sheets for internal portfolios and invested hedge funds portfolios.
- Download quarterly 13F Filings off Bloomberg and consolidate top holdings.
- Create Value Added Monthly Index (VAMI) charts on Microsoft Excel to be used for analysis.
- Note taking during introductory meetings for record keeping purposes.
- Assist with on-going operational due diligence process.
- Compare documents such as due diligence questionnaires and private placement memorandums to find
- Use Backstop Solutions to create custom reports, update hedge fund performance numbers, track and upload quarterly letters, and house files.
0-5 years of experience
- Capture spreads on the temporary deviations between two highly correlated assets by purchasing the under-performing asset and short selling the out-performer.
- Seek and implement multiple ways to achieve zero systemic risk through advanced orders and hedging strategies.
- Attend weekly meetings, networking events, and professional Alternative Investment conferences
0-5 years of experience
- Analyzed financial documents to calculate investment risks and rewards.
- Specialized in underserved, low-income and emerging strategy market development.
- Spread financial statements and tax return in Excel to analyze historical performance for credit analysis
6-10 years of experience
- Entered credit memos in to the system and cleared the invoice(s) for Local Radio and TV
- Worked in Match Maker to clear discrepancies for Local Radio and TV so the invoicing can get paid
- Reviewed a spreadsheet the was generated electronically to see what invoices were received and which ones were missing
- Did investigation on invoices received electronically to see why they were not able to upload into the system
- Used our online filing system (Onbase) to upload and recode invoices that come electronically or by pdf
- Ran reports to pull invoices for auditing purposes on a weekly basis or as requested
- Worked closely with our billing team to make sure the invoices that were sent electronically were input in a timely manor
- Sent out emails to buyers and specialist to get answers on displaced invoicing
- Assisted wherever needed
0-5 years of experience
- Bill Commercial, Worker compensation, No fault, Medicare and Medicaid using UB94 or CMS1500 form.
- Receive electronic and manual bulk explanation of payments. Process credit card payments and post to each Patient accounts. Forward check/payment for accounts that are in collections to clerk excel log.
- Process discounts, charity write off, death certificate and post to accounts.
- Follow up with insurance for payments with missing remits, Follow up with Medicare Part B, Medicaid and third-party billing Work insurance correspondences received by fax, mail and electronically. Review EOB & Remark Codes using JP Morgan, EZ print Medicaid Medicare Portals
- Forward denials to appropriate departments to submit appeals. Print Medical Records for medical reviews and appeals, Knowledgeable of collection policies, rules & regulations, Work independently, and able to multi task to meet deadline, Releasing Claim from Gaffey or Epremis and Follow-up in Medicare (DDE) Systems, Claims edits.
- Able to work in a fast pace, pleasant environment. Reviewing/decreasing A/R accounts with appeals, adjustments and transferring patient’s responsibility balance.
- Accounting for all work through applications for productivity flow and timely processing of claims. Following-up on claims submitted for appeal, review and reconsideration
0-5 years of experience
- Research high-yield corporate bonds and make recommendations to leadership
- Utilize Bloomberg Terminal to study trends and companies
- Skilled in financial modeling and analysis with DCF Model
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Junior Analyst
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
