Summary
Overview
Work History
Education
Skills
Timeline
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Alfred Alexander

San Francisco,CA

Summary

A finance professional working for the city of San Francisco. Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.

Overview

5
5
years of professional experience

Work History

Financial Analyst 40hrs/wk

City of San Francisco
06.2023 - Current

® Created Monthly KPIs for three different programs, each containing the number of cases assign to staff

® Monitor and recorded inventory for clients and stored assets in a property room

® Created a contract for a third-party vendor, stayed within a $40,000 budget

® Transferred physical documents to digital and created a naming system by client’s name

® Created a fillable form and uploaded to our database, this form grabs client’s information and past it on the document.

Client Specialist

Vanguard
09.2020 - 10.2022

® Decreased same day call back by 3% through attention to detail

® Increased solved cases by 5% through cross functional communication

® Delivered $50,000 worth of assets to Vanguard

® Used excel to increase application output by 26%

® Submitted an average of 52 new account applications per day

Education

MBA - Finance

University of California, Davis
Davis, CA

Bachelor of Science - Finance

San Francisco State University
San Francisco, CA

Skills

  • Microsoft Excel
  • Financial and operational reporting
  • Financial management
  • Financial statement analysis
  • C
  • SQL
  • Python
  • Tableau
  • SAP
  • Microsoft Power BI
  • Salesforce
  • Google Ads

Timeline

Financial Analyst 40hrs/wk

City of San Francisco
06.2023 - Current

Client Specialist

Vanguard
09.2020 - 10.2022

MBA - Finance

University of California, Davis

Bachelor of Science - Finance

San Francisco State University
Alfred Alexander