Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Erik Svensson

Scottsdale,AZ

Summary

Financial Assistant passionate about portfolio management, market analysis, and investment strategy. Successful history of establishing effective operational procedures to keep financial activities accurate, compliant, and current. Familiar with the Bloomberg Terminal, SQL, and Financial Modeling.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Financial Assistant

Great Clips
01.2018 - Current
  • Minimized financial discrepancies, resulting in increased efficiency and accuracy in financial transactions.
  • Reported financial data and updated financial records in ledgers and journals.
  • Used SQL to calculate running totals and perform revenue trend analysis.
  • Managed office inventory and ordered new supplies when items were running low.
  • Assisted in the development and execution of comprehensive maintenance plans that ensured uninterrupted business operations, minimized downtime, and optimized performance levels.

Administrative Assistant/Associate Shooter

Erin Svensson Media
03.2017 - Current
  • Handling administrative tasks, such as scheduling appointments, answering emails, and coordinating with clients
  • Coordinated photo shoot logistics, including scouting locations, obtaining permits, and arranging transportation, resulting in seamless and successful shoots
  • Contributed to marketing and business development activities, such as creating compelling marketing materials and reaching out to potential clients, resulting in increased exposure and new business opportunities
  • Prioritized delivering excellent customer service, ensuring that clients had a positive experience during photo shoots, leading to repeat business and referrals.

Education

Bachelor of Science - Finance, Data Analytics

Grand Canyon University
Phoenix, Arizona
12.2022

Skills

  • Experience using the Bloomberg Terminal for Portfolio Construction, Trade Execution, Fundamental Analysis, Technical Analysis, and Economic Research
  • Working Knowledge of object-relational features of SQL, Managing semi-structured and unstructured data with XML, and the principles of NoSQL databases
  • Proficient in performing accurate and efficient updates to general ledgers, demonstrating strong expertise in accounting principles and financial data management
  • Proficient in reconciling accounts, investigating variances, and providing detailed financial analysis to support decision-making processes

Certification

Bloomberg Market Concepts

Accomplishments

Placed first in class in the Bloomberg Trading Challenge Fall 2022


Timeline

Financial Assistant

Great Clips
01.2018 - Current

Administrative Assistant/Associate Shooter

Erin Svensson Media
03.2017 - Current

Bachelor of Science - Finance, Data Analytics

Grand Canyon University

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