Stock Analysis (Fundamental Analysis and Technical Analysis)

Andrew L

New York, New York
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I explain financial performance to management, provide advice on optimization opportunities & how to manage business effectively, essentially translating numbers to words. I am an accomplished, results-oriented professional with a comprehensive knowledge of the insurance, financial services, & banking industries, and have a demonstrable record of success in preparing and analyzing financial statements for internal and external reporting, while developing innovative solutions to complex problems. My experiences prove my ability to manage multiple priorities, handle challenges, and provide solutions. I have a blend of accounting, finance, credit & risk management experience, within the scope of the SEC & regulatory reporting, month-end close, process efficiencies, systems implementation & technical accounting. My skills include the month-end close process, preparing financial reporting & analytics, as well as explaining their fluctuations & impact. Additionally, I report performance, which requires me to analyze financials, calculate key financial data & performance indicators, review trends, and explain drivers & fluctuations. Additionally, I complete management, regulatory & SEC reporting. I manage GAAP Reporting, Consolidated Financial Statements & Footnotes, MD&A, tables & disclosures for the 10-Q & 10-K, FDIC Call Report, FED submissions, and Earnings Release & Earnings Call. I also prepare various financial controls to ensure accuracy & integrity of data, with variance & driver analysis. I have been involved in the testing and implementation of numerous systems. Additionally, I have researched, interpreted & summarized technical accounting guidance, literature, and its impact. My advanced Excel skill-set allows me to re-engineer, automate & improve many processes & deliverables. I'm an Excel power-user and my skillset includes Macros & VBA, logic statements, various lookups, charts, pivots & other advanced functions for process improvement & automation.