Summary
Overview
Work History
Education
Skills
Timeline
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Kevork Kasparian

Kevork Kasparian

Houston,TX

Summary

Accomplished finance professional with a proven track record in financial management, technical analysis, and strategic advisory to drive organizational success. Experienced in leading financial operations, optimizing processes, and driving financial performance by aligning with data backed results. Strong communicator with expertise in managing client relationships and leading cross-functional teams. Skilled at aligning financial strategies with organizational goals, implementing data-driven solutions that improve profitability and operational efficiency, and consistently achieving measurable business outcomes.

Overview

5
5
years of professional experience

Work History

Finance Associate

Go Advisors
Houston, TX
03.2023 - 10.2024
  • Spearheaded comprehensive financial services for SMEs, covering AR/AP, payroll, budgeting, and forecasting, improving clients’ financial health through strategic reporting.
  • Delivered fractional CFO services, fostering strong client relationships while ensuring timely, actionable financial solutions through clear communication.
  • Adapted quickly to varying client needs, delivering customized financial insights and driving real-time, data-driven decision-making.
  • Managed a portfolio of clients with revenues from $500,000 to $20 million, driving operational excellence and long-term financial stability by leading tailored strategy development.
  • Leveraged automation tools and project management platforms to streamline workflows, showcasing adaptability in integrating new technologies to enhance client engagement and retention.

Escalated Negotiations Specialist

Beyond Finance
Houston, Texas
12.2020 - 12.2022
  • Settled over $10M in debt through third-party negotiations, delivering tailored financial solutions for clients, while effectively communicating across diverse stakeholder groups.
  • Led team efforts in improving performance metrics and spearheaded decision-making processes to achieve a 20% increase in profit realization.
  • Developed detailed financial reports, communicating complex data clearly to cross-functional teams, ensuring process improvements were swiftly adopted.
  • Demonstrated leadership by managing over 500 client calls monthly, consistently meeting KPIs and setting the standard in profit generation within the department.

Financial Analyst

Mavilian Financial Group
Houston, TX
08.2020 - 02.2021
  • Built comprehensive financial models and forecasts, advising clients on revenue growth and expense reduction strategies through persuasive communication and collaborative leadership.
  • Adapted quickly to changing market conditions, providing flexible financial solutions that addressed immediate client needs while planning for long-term growth.
  • Conducted thorough operational assessments, presenting recommendations that improved profitability and were quickly implemented by leadership due to clear, actionable insights.

Finance Account Manager

Beyond Finance
Houston, TX
02.2020 - 11.2020
  • Delivered $1.5M in profits by streamlining account management processes and driving team performance improvements through proactive communication and adaptable workflows.
  • Exceeded monthly performance metrics by 25%, leveraging fast learning and adaptability to optimize the use of Salesforce and Microsoft Suite for enhanced productivity.
  • Built strong partnerships with external companies, communicating clearly and leading collaboration efforts that resulted in enhanced service delivery and client satisfaction.

Financial Services Intern

Mass Mutual Greater Houston
Houston, Texas
01.2020 - 08.2020
  • Analyzed client financial portfolios, communicating complex investment strategies in a clear, relatable manner, strengthening client trust and business growth.
  • Improved call scripts and sales processes, demonstrating fast learning and adaptability that resulted in a 15% increase in sales conversions.
  • Regularly scheduled and led client meetings, fostering long-term relationships and expanding business opportunities using a life and health insurance license to create additional revenue streams.

Education

BBA - Finance

University of Houston
Houston, TX
12-2019

Skills

  • Financial Reporting and Management
  • Business Intelligence Tools
  • Adaptability & Fast Learner
  • Leadership & Management
  • Advanced MS Suite & Various Programs

Timeline

Finance Associate

Go Advisors
03.2023 - 10.2024

Escalated Negotiations Specialist

Beyond Finance
12.2020 - 12.2022

Financial Analyst

Mavilian Financial Group
08.2020 - 02.2021

Finance Account Manager

Beyond Finance
02.2020 - 11.2020

Financial Services Intern

Mass Mutual Greater Houston
01.2020 - 08.2020

BBA - Finance

University of Houston

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Kevork Kasparian