Broc Boches
Imperial Beach,CA
Summary
Experienced professional with diverse background in financial analysis, sales, chief financial officer, and management roles, seeking career transition into data analysis. Proficient in data visualization, statistical analysis, and data mining techniques. Demonstrated success in conducting financial analysis, developing sales strategies, managing financial operations, and leading cross-functional teams. Possesses strong analytical and problem-solving abilities, with a passion for leveraging data to drive business growth and provide actionable insights. Committed to continuous learning and professional development in the field of data and financial analysis.
Overview
9
9
years of professional experience
Work History
Chief Financial Officer
Award Choreography
11.2017 - Current
- - Successfully manage financial operations, including budgeting, forecasting, and financial analysis
- - Implement cost-saving strategies that resulted in a15% reduction in expenses
- - Develop and maintain strong relationships with key stakeholders, including investors and financial institutions
- - Streamline financial reporting processes, resulting in improved accuracy and efficiency
Senior Analyst
TriPoint Lending
08.2022 - 07.2023
- - Conducted comprehensive financial analysis to assess creditworthiness and risk of potential borrowers
- - Developed and implemented credit risk models, resulting in improved loan portfolio performance
- - Collaborated with cross-functional teams to identify and implement process improvements
- - Provided guidance and training to junior analysts, contributing to their professional development
Mortgage Loan Officer
Monte Vista Mortgage
11.2021 - 08.2022
- - Originated and closed mortgage loans, consistently exceeding monthly sales targets
- - Built and maintained a network of referral sources, resulting in a steady stream of qualified leads
- - Conducted thorough financial assessments to determine loan eligibility and affordability
- - Provided exceptional customer service, ensuring a positive experience for clients throughout the loan process
Mortgage Loan Officer
Crest Mortgage
10.2020 - 11.2021
- - Developed and executed effective marketing strategies to generate new business opportunities
- - Analyzed financial documents and credit reports to assess loan eligibility and risk
- - Collaborated with underwriters and processors to ensure timely and accurate loan closings
- - Maintained a high level of customer satisfaction, resulting in a95% client retention rate
Manager
LW2 Solutions
06.2019 - 08.2020
- - Oversaw daily operations, including team management, project coordination, and client communication
- - Implemented process improvements that resulted in a20% increase in team productivity
- - Conducted performance evaluations and provided coaching and feedback to team members
- - Developed and maintained strong relationships with clients, ensuring their satisfaction and loyalty
Financial Analyst
Northern Trust
10.2017 - 11.2018
- - Managed daily operations of hedge fund, including trade settlement, cash management, and reconciliation of positions
- - Oversaw the preparation and distribution of investor reports and statements
- - Collaborated with fund managers and investors to ensure accurate and timely reporting of fund performance
- - Implemented and maintained internal controls and procedures to ensure compliance with regulatory requirements
- - Worked closely with prime brokers and custodians to facilitate efficient and accurate trade execution and settlement
- - Resolved inquiries and issues from investors, fund managers, and service providers in a timely and professional manner
- - Participated in various projects and initiatives to enhance operational efficiency and improve client service
Client Relationship Specialist
Vanguard
04.2016 - 10.2017
- - Managed a portfolio of high-value clients, ensuring their satisfaction and retention
- - Provided personalized investment guidance and recommendations based on clients' needs
- - Resolved client inquiries and concerns in a timely and professional manner
Education
BS - Finance
Arizona State University
Tempe, AZSkills
- Platform expertise
- Strong analytical and problem-solving skills
- Data visualization with Tableau
- Statistical analysis and data mining
- Advanced Excel and SQL
- Python programming
- Analyzing large datasets
- Attention to detail in data analysis
- Communication and presentation skills
- Translating complex data into insights
- Financial analysis and forecasting
- Independent and collaborative teamwork
- Continuous learning and adaptability
- Detail-oriented with time management
- Fast-paced, deadline-driven environments
Timeline
Senior Analyst
TriPoint Lending
08.2022 - 07.2023
Mortgage Loan Officer
Monte Vista Mortgage
11.2021 - 08.2022
Mortgage Loan Officer
Crest Mortgage
10.2020 - 11.2021
Manager
LW2 Solutions
06.2019 - 08.2020
Chief Financial Officer
Award Choreography
11.2017 - Current
Financial Analyst
Northern Trust
10.2017 - 11.2018
Client Relationship Specialist
Vanguard
04.2016 - 10.2017
BS - Finance
Arizona State University
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