Graham Davis
Scottsdale,AZ
Summary
Highly skilled Financial Analyst with 3 years of experience in financial planning, analysis, and reporting. Proven at creating and managing detailed financial models to forecast revenues, expenses, and cash flows. Excellent track record of collaborating and communicating with cross-functional teams and stakeholders to drive financial performance.
Overview
5
5
years of professional experience
Work History
Financial Analyst
Brown & Brown Insurance
04.2023 - Current
- Evaluate and analyze the financial aspects of medical insurance plans, including premium costs, claims data, and administrative expenses.
- Create and maintain financial models to project future medical insurance costs, assess plan performance, and support budgeting efforts.
- Conduct cost-benefit analyses of various medical insurance plans and options to recommend the most cost-effective solutions for employees and the company.
Financial Analyst
STOA
08.2021 - 02.2023
- Develop and maintain detailed financial models to forecast revenue, expenses, and cash flows for various real estate investment projects.
- Research and analyze market trends, property values, and economic conditions to provide insights and recommendations for investment opportunities.
- Work closely with property managers, development teams, and senior management to provide financial insights and support project planning.
Project Manager
DealforceCRE
11.2019 - 01.2021
- Collaborate with software developers, UX designers, and other stakeholders to ensure seamless communication and coordination throughout the project lifecycle.
- Oversee quality assurance processes to ensure that the final software product meets the highest standards of functionality, usability, and performance.
Education
BBA - Finance
University of Oklahoma
Norman, OK12.2016
Skills
- Microsoft Excel
- Financial and operational reporting
- Financial Modeling
- Data Analysis
- Budgeting and Forecasting
- Stakeholder Communication
Timeline
Financial Analyst
Brown & Brown Insurance
04.2023 - Current
Financial Analyst
STOA
08.2021 - 02.2023
Project Manager
DealforceCRE
11.2019 - 01.2021
BBA - Finance
University of Oklahoma
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