Brian Alvarez
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, and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
6
6
years of professional experience
Work History
Teaching Assistant - Finance Department
University Of Illinois At Chicago
08.2020 - 06.2021
- Led 40 discussion sections, maintaining regular correspondence with 50+ undergraduate students, resulting in a 15% improvement in average assignment scores
- Assisted 5 finance professors in grading and reviewing course projects for 130 students, ensuring timely and accurate feedback.
- Collaborated with fellow teaching assistants to create a consistent and supportive learning environment for students.
Personal Project
Costco Investment Analysis
03.2021 - 03.2023
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Successfully predicted a 40% rise in Costco stock price using a DCF and company comparable valuation
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
Personal Project
Adobe Forecasting Analysis
04.2022 - 06.2022
- Created a dynamic 3-statement model using historical data to forecast Adobe's 5-year growth
- Analyzed the variance in implied share price using growth perpetuity and exit multiple methods
- Implemented a sensitivity analysis with respect to growth rate, WACC, and exit multiples
Personal Project
Personal Financial Budget
07.2022 - Current
- Improved financial efficiency by analyzing budgetary data and identifying areas for cost reduction
- Incorporated a fully dynamic dashboard to illustrate expenses by category, budget discrepancies, and cash balance
- Reduced overall expenses by 20% with thorough analysis of personal spending patterns.
Personal Project
NFL Data Analysis
09.2023 - 02.2024
- Created a dynamic simulation template on Excel to project individual player statistics based on weekly matchups
- Extracted and interpreted data patterns to translate findings into actionable outcomes.
- Successfully predicted player projections at a 56% rate for 160+ wagers
Volunteer
Chicago Charitable Games
02.2018 - 08.2020
- Mentored new volunteers, fostering a supportive and inclusive team environment.
- Monitored and resolved disputes, maintaining fairness and impartiality
- Provided exceptional support for event management tasks, resulting in smoothly executed functions that exceeded expectations.
Education
Master of Science in Finance -
Liautaud Graduate School of Business, University of Illinois at Chicago
08.2021
Bachelor of Science in Finance -
College of Business Administration, University of Illinois at Chicago
05.2020
Skills
- MS Excel (Proficient)
- MS Word (Proficient)
- MS PowerPoint (Proficient)
- Power BI
- VBA
- SQL
- Detail Oriented
- Communication
- Financial statement analysis
- Financial Modeling
- Spanish
- Detail Oriented
- Communication
- Negotiation
Websites
Accomplishments
- Career Principles "The Complete Finance & Valuation Course" Certified
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Personal Project
NFL Data Analysis
09.2023 - 02.2024
Personal Project
Personal Financial Budget
07.2022 - Current
Personal Project
Adobe Forecasting Analysis
04.2022 - 06.2022
Personal Project
Costco Investment Analysis
03.2021 - 03.2023
Teaching Assistant - Finance Department
University Of Illinois At Chicago
08.2020 - 06.2021
Volunteer
Chicago Charitable Games
02.2018 - 08.2020
Master of Science in Finance -
Liautaud Graduate School of Business, University of Illinois at Chicago
Bachelor of Science in Finance -
College of Business Administration, University of Illinois at Chicago
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