Evan Castro
Dallas,TX
Summary
Proactive Financial Analyst with extensive experience in risk management, daily financial reporting, and bond portfolio management. Skilled in financial statement analysis, utilizing Bloomberg Terminal, and developing ad-hoc analysis. Bringing a strong attention to detail and expertise in data and statistical analysis to support corporate financial strategies.
Overview
6
6
years of professional experience
Work History
Financial Analyst
Veritex Community Bank
01.2024 - Current
- Implemented and now utilize Empyrean Solution's risk management system to assess the firm's interest rate, liquidity, and capital risk.
- Provide daily reporting to management to track liquidity, interest rates, profitability, and various ratios tracked by regulators.
- Support the corporate treasury team in bond portfolio management using the Bloomberg Terminal for analysis and working with brokers on settlement.
- Provide various ad-hoc analysis to management as needed.
- Develop presentations for ALCO meetings.
Banking Development Program Associate
Veritex Community Bank
01.2023 - 12.2023
- Worked with various groups within our lending and credit team.
- Completed a rotation in our special assets department where I provided analysis and assisted in the workout on various deals.
- Completed a formal credit training program to better assess the credit quality of current and potential borrowers.
Credit Compliance Analyst
Veritex Community Bank
12.2021 - 12.2022
Sales Associate
Sherwin-Williams
01.2019 - 03.2020
Education
BBA - Finance
Texas A&M International University
Laredo, TX12-2020
Skills
- Microsoft Excel
- Financial and operational reporting
- Financial statement analysis
- Bloomberg Terminal
- Excellent attention to detail
- Data Analysis
- Statistical Analysis
- Financial Modeling
- Financial software
- Research abilities
- Investment Analysis
CFA Institute
CFA Level 1 Exam Passed (Dec 2020)
Timeline
Financial Analyst
Veritex Community Bank
01.2024 - Current
Banking Development Program Associate
Veritex Community Bank
01.2023 - 12.2023
Credit Compliance Analyst
Veritex Community Bank
12.2021 - 12.2022
Sales Associate
Sherwin-Williams
01.2019 - 03.2020
BBA - Finance
Texas A&M International University
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