ANDREW THOMAS
Atlanta,GA
Summary
Analytical professional with a desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills coupled with a strong attention to detail and problem solving abilities. Successful at taking on routine and complex business challenges with resourceful and creative approaches. Recognized as driven, dedicated and hard-working with a history of streamlining operations and increasing productivity. Included proficiency in Microsoft Excel with an array of skills including financial modeling, data validation, VLOOKUPs, and pivot tables.
Overview
5
5
years of professional experience
Work History
Operations Specialist
Asset Living
Atlanta, GA
11.2022 - Current
- Formulate budgets for takeover properties, encompassing cost projections, revenue forecasts, and ROI analysis.
- Design complex spreadsheets and financial models using advanced Excel functions such as VLOOKUP and pivot tables.
- Produce monthly and weekly reports summarizing financial activity and changes in leasing metrics.
- Perform due diligence on prospective investments, including reviewing financial statements, legal documents, tenant leases and other related materials.
- Compile market surveys summarizing market conditions, demographics, economic trends and financial health of proposed investments.
Client Services Associate
Hoffman Financial Group
Alpharetta, GA
05.2019 - 02.2022
- Conducted detailed data entry for client profiles, tracking information in company CRM database.
- Coordinated with financial advisors to assist in the acquisition of new clients and procedures associated with client onboarding
- Participated in managing the logistics of client workshops, seminars and events resulting in refined processes
- Acted as a liaison between executive financial advisors and client services staff by efficiently relaying pertinent information.
Education
Bachelor of Business Administration in Finance -
Kennesaw State University
07.2022
Skills
- Attention to Detail
- Advanced Excel Skills
- Problem-solving
- Data Analysis
- Financial Modeling
- Strong Organization
- Project Management
- Statistical Analysis
- Collaboration
- Stakeholder Communication
- Database Management
Coursework
Investments – FIN 4360
Built knowledge of equity securities, portfolio analysis and management with an emphasis on the fundamental trade-off between risk and return. Acquired comprehension of securities markets, efficient diversification, asset pricing models, and investment strategies of individual and institutional investors. Included learning of fixed-income investment valuations and calculations of financial derivative products.
Volunteer Experience
Johnson Ferry Global Ministries
Poland Mission Trip - June, 2016
Dominican Republic Missions - April, 2015, 2016, 2017
Peru Mission Trip - April, 2018
Timeline
Operations Specialist
Asset Living
11.2022 - Current
Client Services Associate
Hoffman Financial Group
05.2019 - 02.2022
Bachelor of Business Administration in Finance -
Kennesaw State University