Accomplished Financial Analyst with a proven track record at PrecisionTrade365, adept in financial statement analysis and investment valuation. Leveraged expertise in data analysis and customer relations to enhance decision-making and operational efficiency, resulting in significant time and resource savings. Skilled in problem-solving and analytical thinking, consistently delivering actionable insights and exceeding performance targets. Trained to perform on high pressure environment.
Hi, I’m
Dexie Alonzo
Bayfield,CO
Summary
Overview
16
years of professional experience
5
years of post-secondary education
Work History
PrecisionTrade365
Financial Analyst
09.2015 - 10.2019
Job overview
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and growth in U.S. publicly listed company.
- Provided actionable insights to senior management by presenting quarterly investment performance reviews and future outlooks.
- Developed and delivered comprehensive industry analyses highlighting key trends shaping the shift in momentum stock movers.
- Developed and optimized internal reporting processes by automating data collection and analysis tasks, saving both time and resources.
- Participated in ongoing professional development initiatives, staying current on industry advancements to enhance overall performance as a Stock Analyst.
Coldwell Banker
Realtor Sales Associate
01.2010 - 04.2013
Job overview
- Assisted buyers with finding ideal homes by assessing needs, requirements, and budgets.
- Compared recently sold area properties to determine competitive market prices.
- Resolved client concerns related to home purchases to maintain high satisfaction ratings.
- Advised and informed prospective clients on current market activities and conditions.
- Liaised between buyers and sellers to establish favorable prices and negotiate contract terms.
- Handled day-to-day happenings of real estate office to consistently grow client base and increase revenue.
- Coordinated efficient closings by diligently tracking paperwork deadlines and maintaining clear lines of communication with all parties involved in the transaction process.
- Assisted first-time homebuyers in navigating the complex buying process, leading them to their dream homes.
- Negotiated successful contracts with attention to detail, ensuring favorable terms for clients.
- Consistently received positive feedback and referrals from satisfied clients, contributing to a strong professional reputation in the industry.
Alonzo Wholesales
Drug Wholesaler Entrepreneur
07.2003 - 09.2007
Job overview
- Evaluated client feedback data to drive improvements in products offerings and customer service experience.
- Implemented inventory management systems to reduce stock discrepancies and improve warehouse efficiency.
- Analyzed market trends to identify new potential clients and business opportunities.
- Increased sales revenue by establishing strong relationships with key clients and providing exceptional customer service.
- Negotiated contracts for better pricing, resulting in increased profit margins.
Education
Lone Star College SystemTomball, TX
Associate of Science from Applied Economics
09.2019 - Current
University Overview
AMA CLCMalabon, Philippines
No Degree from Computer Programming
05.2001
University Overview
Skills
Microsoft Excel
Financial statement analysis
Finance
Data Analysis
Investment Analysis
Comparative analysis
Investment Valuation
Research abilities
Expert in customer relations
Strong Organization
Problem-Solving
Team player
Analytical Thinking
Problem-solving abilities
Time Management
Languages
Tagalog
Native or Bilingual
Hobbies
Hobbies
I love exercising! Whether it's lifting weights, group Zumba, or walking, I exercise at least five times a week. This is how I destress, reflect on my day, and unplug from the daily grind. I find it fun and very rewarding for my health.
I also love nature adventures! Activities like hiking, exploring parks or small towns, and spending time at lakes, rivers, or the ocean keep me grounded.
Additionally, I enjoy volunteer work through my church; it feels good to give my time and serve others.
Timeline
Lone Star College System
Associate of Science from Applied Economics
09.2019 - Current
Financial Analyst
PrecisionTrade365
09.2015 - 10.2019
Realtor Sales Associate
Coldwell Banker
01.2010 - 04.2013
Drug Wholesaler Entrepreneur
Alonzo Wholesales
07.2003 - 09.2007
AMA CLC
No Degree from Computer Programming
05.2001