JONATHAN BOWER
Richmond,VA
Summary
Dynamic and results-driven Financial Analyst with 8 years of experience in financial planning, analysis, and reporting. Seeking a new challenge to apply my expertise in financial modeling and strategic analysis to support growth and value creation.
Overview
8
8
years of professional experience
Work History
Senior Investment Analyst
Weinstein Properties
03.2022 - Current
- Developed detailed financial models to project the performance of potential acquisitions.
- Performed property valuations using various methods, such as discounted cash flow (DCF), comparable sales, and income capitalization.
- Sensitivity analysis to assess the impact of different assumptions on property value and investment returns.
- Coordinated and conducted due diligence processes, including financial, operational, and legal aspects.
- Prepared investment memos and presentations for senior management and investment committees.
- Provided recommendations on whether to proceed with potential acquisitions based on financial analysis and strategic fit.
- Analyzed market trends, demographic data, and economic indicators to assess the attractiveness of different markets.
Financial Analyst
Weinstein Properties
02.2020 - 03.2022
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Developed budgets and financial forecasts, monitored them against actual performance, and performed variance analysis to identify and explain discrepancies.
- Evaluated the financial performance of different Properties, providing actionable insights to senior management.
- Evaluated proposed projects' ROI using NPV, IRR, and other financial metrics, helping prioritize initiatives with maximum value potential.
Performance Analyst
Bank Of New York Mellon Corp
12.2018 - 12.2019
- Analyzed daily and monthly performance data to provide clients with accurate information required to make decisions regarding risk management, portfolio allocation, and performance.
- Maintained relationships with 10 clients holding around 1000 accounts and provided timely return reporting with over 99% accuracy.
- Drove customer satisfaction improvements through focused analysis on service delivery processes and customer feedback trends.
Called Bonds Specialist
Bank Of New York Mellon Corp
10.2016 - 12.2018
- Examined an executed client and internal trade instructions, performance regular scheduled maintenance
and transaction processing. - Scrubbed extensive data sets on a daily basis to ensure the accuracy of payments to client accounts.
Education
Bachelor of Science - Finance
Geneva College
Beaver Falls, PA12.2015
Skills
- Financial statement analysis
- Due diligence
- Industry analysis
- Technical Analysis
- Real Estate Investment
- Investment Valuation
- Problem-solving skills
- Analytical Thinking
- Expertise in Excel
- Financial Modeling
Additional Information
Preferred Name: Luke
LinkedIn: www.linkedin.com/in/luke-bower-923a1642
Timeline
Senior Investment Analyst
Weinstein Properties
03.2022 - Current
Financial Analyst
Weinstein Properties
02.2020 - 03.2022
Performance Analyst
Bank Of New York Mellon Corp
12.2018 - 12.2019
Called Bonds Specialist
Bank Of New York Mellon Corp
10.2016 - 12.2018
Bachelor of Science - Finance
Geneva College
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