Andrew Davis
Long Beach,Ca
Summary
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 & Consultant
Ohana Sober Living LLC
2023.06 - Current
- Consulted CEO of Ohana LLC to reach optimized structure of $3 million deal.
- Wrote and edited Excel spreadsheets to assist in financial analysis of revenues and expenses to assess profitability.
- Utilize Excel to weigh various offers to assist Ohana staff in decisions regarding negotiations of either joint venture renegotiation or outright buyout
- Performed research and dug through emails, documents, and other articles to sift out major details of agreements and offers.
- Performed complex financial and budget analyses to determine requirements and justify requested funding.
Budget Tracker
2018.05 - Current
- Created a personal budget tracker and planner utilizing Excel spreadsheets in order to make smart financial decisions with money. Saved hundreds of dollars by tracking unused subscriptions and canceling, setting strict eating out budget etc.
- Used budget tracker to log and analyze investments such as stocks, bonds, and cryptocurrency in order to keep a good record and track profitability.
Swim Team Manager, Coach, and Private Instructor
Quail Lakes Neighborhood Association
2021.05 - 2021.08
- As a swim team manager created excel spreadsheets to schedule lifeguards easily and time efficiently.
- Created and edited excel spreadsheets to juggle availability of private swim lessons. In the end, I was able to fit a perfectly tight schedule.
- Managed lifeguard and swim team operations as well as coaching the swim team.
Education
Bachelor of Arts - Economics
Indiana University
Bloomington, IN05.2023
Bachelor of Science - Finance
University of The Pacific
Stockton, CA05.2021
Skills
- Excel
- Word
- R integrated development environment
- Flexible Team Player
- Operational Efficiency
- Data Research and Analysis
- Data Collection
- Customer Relationship Management
- Industry Economics
- Financial Modeling
- Financial Consulting
Additional Information
- AWARDS , UOP Men’s swimming Most Improved; UOP Conference High Point -2020, 2021.
Timeline
Financial Analyst & Consultant
Ohana Sober Living LLC
2023.06 - Current
Swim Team Manager, Coach, and Private Instructor
Quail Lakes Neighborhood Association
2021.05 - 2021.08
Budget Tracker
2018.05 - Current
Bachelor of Arts - Economics
Indiana University
Bachelor of Science - Finance
University of The Pacific
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