Human Asset Management

Sr. Financial Analyst, Investor Relations (Open Relo) Accounting / Finance Resume


Resume of Candidate # 328794 Senior Financial Analyst, Investor Relations
 
Over 9 years of Financial Analyst and Investor Relations experience. This candidate has a Bachelor of Arts in Philosophy, Law, and Rhetoric as well as a Master of Business Administration. My candidate has tenure and accountability with every organization that she has been apart of. This candidate is open to any state for the right position. She has initiated, built, and maintained relationships with analysts, investors, potential investors, and outside media. She is the right candidate for your organization.
 
A detailed, strategic planner with a broad-based background for supporting Senior Management in Financial Analysis and Investor Relations.  Has strong verbal and written communication skills, as demonstrated in preparing earnings releases, and presentation materials for investment community, shareholders and investors.  Develops key relationships with internal and external audiences.  Works well both independently and in teams.  Finds realistic solutions to issues, listens to others, and acts decisively.  Initiates cost-saving ideas and work-productivity enhancements.  Meets problems head on and completes tasks on time. 
 
 
Experience
 
 
Large Food and Beverage Company, Nebraska      2002—2007
Senior Financial Analyst, Investor Relations
Responsible for preparation of financial analysis and communications tools to illustrate shareholder value for internal and external audiences.
  • Developed, prepared, and coordinated company financial presentations and press releases for Senior Management, Board of Directors, and the general public.
  • Created employee financial communication tools that delivered consistent and accurate information.    
  • Initiated and oversaw redesign of investor relations website including subsequent management and maintenance (recognized by Thomson Financial to be a “Best Practice” site).
  • Oversaw first “Analyst Day” for introduction of new CEO to Wall Street.
  • Performed research and analysis on industry, competitors, economic data, and ownership reports for Senior Management.
  • Implemented cost-saving initiatives including major overhaul of the Annual Meeting logistics and reducing Proxy/Annual Reports printing through “householding” and online registration.
  • Coordinated analysts’ conference calls.
  • Negotiated and implemented ThompsonOne.
  • Designed and expanded IR tools to increase work productivity.
  • Managed vendor negotiations and contracts for investor relations department improving productivity and decreasing costs.
  • Worked across functional lines in a collaborative manner with Accounting, Legal, and Communications to ensure timely and accurate information.  
 
Large Fine Jewelry Retailer, Texas      1999—2002
Corporation is a leading specialty retailer of fine jewelry operating approximately 2,250 retail locations throughout the United States, Canada, and Puerto Rico, as well as online.
 
Senior Investor Relations Financial Analyst
Responsible for dealing with the investor community, interfacing with analysts, and preparing executive reports for the CFO, CEO, and upper management.
·        Administered  stock option plan including completion of Insider materials and monthly stock option reports for management.
·        Initiated, built, and maintained relationships with analysts, investors, potential investors, and outside media.
·        Implemented Regulation FD compliance guidelines as the key coordinator with Legal, MIS, and outside vendors.
·         Prepared quarterly and annual information for 10-Q, 10-K, Proxy, including shares outstanding calculation, FAS 123 calculation, WAS capital stock footnote, and cost of capital reports.
·         Analyzed and reported the Corporation’s financials and stock performance statistics against peer competitors and economic indicators to Senior Management.
 
Investment-Banking Firm, Texas         1998—1999
leading private middle-market investment-banking firm providing merger and acquisition advisory services with strategic financial consulting services for companies with revenues between $10 million and $250 million dollars.
 
Contract Associate
  • Assisted with transaction negotiations, including deal structures, review of Letters of Intent, and activities working with buyers and sellers.
  • Prepared Teaser and Cover letters that included thorough background and financial information about clients.
  • Conducted market research for qualified buyers, including industry and competitive analysis.
 
Technology based economic development company, Kansas   1996
The is a private/public partnership established to promote technology-based economic development.
 
Kauffman Graduate Intern
  • Developed written business plans and formulated market research data for start-up business clients.
  • Analyzed financial data and prepared quarterly reports for clients officers.
Education
 
Master of Business Administration                                1997
Wichita State University, Wichita, Kansas
 
Bachelor of Arts in Philosophy, Law, and Rhetoric         1995
Stephens College, Columbia, Missouri
 
Oxford/Cambridge Program                                        1994—1995
St. Peters College, Oxford University, Oxford, England
 
 
 
Professional Training
                                   
Microsoft Word, Excel, PowerPoint, Bloomberg, Thomson One (including Thomson One Thick, First Call, CMS, and iTarget)
 
 
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