David Abraham
Chesterfield,MI
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
4
4
years of professional experience
1
1
Certification
Work History
Financial Analyst
Creative Benefits Solutions
07.2021 - Current
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement
- Performed complex financial and budget analyses to determine requirements and justify requested funding
- Reviewed financial reports and streamlined operations to increase productivity and company profits
- Collected data from other divisions to support quarterly forecasts
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts
- Used relevant financial technology to generate reports and recommended courses of action to upper management
- Determined pricing, margins and risk factors for active and proposed projects
- Provided strategic planning advice and financial oversight for corporate management
- Participated in client meetings to discuss financial analysis and investment strategies
- Created financial strategies to optimize portfolio performance and reduce risk
Financial Representative
Northwestern Mutual
03.2020 - 03.2021
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings
- Provided specialized financial planning support for clients with diverse portfolios and individual needs
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives
- Facilitated presentation and recommendation of services by optimizing client relationships
- Analyzed financial needs of clients and developed tailored strategies to meet goals
- Monitored and updated financial plans to comply with client goals
Financial Representative
Northwestern Mutual
04.2019 - 03.2020
- Cold Call referred individuals
- Build a financial plan through the help of full-time staff
- Sold and recommended products/advice to potential clientele
- Offered financial advice where needed
- Award: Top 100 intern in the country Top 2 intern in the office
Education
Bachelor of Science - Finance
Oakland University
Finance
Oakland University
Rochester, MI04.2020
Skills
- Pivot Tables
- What if analyst
- V lookup
- Formula functions
- Expense and Revenue Analysis
- Market Condition Assessments
- MS Office Suite
- Forecasting Trends
Certification
- Licensed Life Accident & Health - [May 2019 - Current]
- Licensed Disability Insurance - [May 2019 - Current]
- Licensed Annuities - May 2019 - Current
- Licensed Long Term Care - May 2019 - Current
Timeline
Financial Analyst
Creative Benefits Solutions
07.2021 - Current
Financial Representative
Northwestern Mutual
03.2020 - 03.2021
Financial Representative
Northwestern Mutual
04.2019 - 03.2020
Bachelor of Science - Finance
Oakland University
Finance
Oakland University
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