Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Filip Delija

Tampa,FL

Summary

Financial Analyst successful at evaluating and distilling complex financial data. Excels at cultivating and maintaining strong client relationships. Stays current on developments across multiple industries to best serve clients with fresh, accurate and relevant information and mitigate potential impacts.

Overview

1
1
year of professional experience
1
1
Certification

Work History

REAL ESTATE FINANCIAL ANALYST

McG Properties
Chicago, IL
06.2023 - Current
  • Prepared detailed reports on financial status of clients' investments.
  • Conducted research into industry-specific market conditions and competitor analysis.
  • Assessed potential risks associated with new investments or acquisitions.
  • Managed portfolio performance by monitoring changes in markets, client objectives, and risk tolerance levels.
  • Created financial models to assess opportunities.
  • Drafted presentations summarizing key findings from financial analyses.
  • Constructed models for analyzing potential mergers and acquisitions opportunities.

FINANCIAL ANALYST INTERN

CIBC Bank
Chicago, IL
04.2023 - 06.2023
  • Assisted in preparing financial statements, reports and forecasts for senior management review.
  • Drafted presentations summarizing key findings from financial analyses.
  • Performed quantitative analysis of historical data to identify patterns or anomalies in the data set.
  • Monitored external environment factors impacting the organization's finances such as interest rates, exchange rates.
  • Determined and tracked budget expenses with accuracy and transparency.

Education

Bachelor of Science - Finance

DePaul University
Chicago, IL
06-2023

Skills

  • Research and Data Analysis
  • Comparative analysis
  • Investment Analysis
  • Report Preparation
  • Budget support
  • Financial Modeling
  • Statistical Analysis
  • Mergers and Acquisitions

Certification

  • Adventis Financial Modeling level I Certification
  • Adventis Financial Modeling level II Certification

Timeline

REAL ESTATE FINANCIAL ANALYST

McG Properties
06.2023 - Current

FINANCIAL ANALYST INTERN

CIBC Bank
04.2023 - 06.2023

Bachelor of Science - Finance

DePaul University
Filip Delija