Kyle Downey
St. Louis,MO
Summary
Detail-oriented financial professional with expertise in budgeting, forecasting, data-analysis and financial modeling. Proven ability to conduct market research and demographic evaluations to inform strategic decisions. Strong analytical skills complemented by experience in client-facing roles. Committed to delivering actionable insights that drive business growth.
Overview
9
9
years of professional experience
Work History
Financial Facilities Data Analyst & Facilities Planner
Keeley Construction
St. Louis, Missouri
11.2023 - Current
- Completed market planning studies resulting in three construction contracts; one finalized, two in design phase.
- Collaborate with business development staff to strengthen client relationships.
- Develop study scopes in partnership with clients while managing expectations.
- Create comprehensive reports featuring analysis and data visualization for clients.
- Present study results, consultations, and recommendations to executive management teams or boards of directors.
- Support Team and Business Unit Leader on ad hoc projects as required.
- Support Marketing Team with market studies across various business units.
- Managed facility planning projects focusing on space allocation and utilization.
Financial Analyst
Boeing
Berkeley, Missouri
02.2023 - 10.2023
- Compiled data from multiple sources and developed metric analysis to quantify cost risk and opportunities.
- Ran routine weekly/monthly performance reports and analyze performance trends.
- Defined and communicated cost trends and project cost performance for program management attention and action.
- Employed analytics, summarized and presented findings to aid decision making by Business and Finance leaders.
- Understood priorities, validated and clarified business assumptions, and focused on high impact factors that drive performance.
Financial Analyst
Balke Brown Transwestern
Des Peres, Missouri
04.2022 - 02.2023
- Prepared and reviewed financial valuations for new and existing fund portfolio holdings.
- Prioritized and coordinated with COO and CFO on valuation deliverables and support.
- Implemented various methods for process improvement, including templates for underwriting analysis, process documentation and pipeline summary reports.
- Maintained and improved existing Excel models for historical investment returns reporting and future cash flow forecasting.
- Coordinated and reviewed key performance metrics and detailed data requests on a quarterly and ad-hoc basis for fund level review meetings.
- Prepared and presented quarterly updates of fund and underlying portfolio holdings for investors.
- Primary contact for existing investor requests, investor deliverables, transfers of interest, and subscription documentation.
- Supported capital markets and brokerage teams with valuations and request for proposals.
- Maintained and analyzed market data from capital markets and property management teams to provide in-depth market analysis to COO, CFO, and clients.
Senior Client Support Specialist
Moneta
Clayton, Missouri
09.2019 - 04.2022
- Team lead for Moneta Trust Company, estate transitions, and complex accounts.
- Project Manager for Moneta’s Merger and Acquisitions Team with projects in Denver, Kansas City, and Boston.
- Managed client and custodian team relationships to resolve service requests and customer issues.
- Built multiple new process improvements to maximize efficiencies.
- Cross-trained and proactively supported team members across departments to provide research and resolve customer issues.
Commercial Credit Analyst
Great Southern Bank
Clayton, Missouri
01.2017 - 08.2019
- Led process to prepare all commercial loan and closing portfolio documents required for Great Southern Bank's largest producing branch, supporting over $200M annually in new business loans.
- Performed credit and loan underwriting analysis to Lending Officers and Relationship Managers.
- Developed credit approval / denial recommendations, appraisals, cash flow, balance sheet and geographic analysis reporting.
- Monitored and prioritized pipeline of new business development report.
- Prepared and delivered collateral valuations, loan structures, annual reviews, and covenant testing recommendations.
Business Analyst Intern
Unigroup, Inc
Fenton, Missouri
05.2016 - 08.2016
- Performed Data and Business Analytics and Interpretation for Operations and Pricing teams.
- Updated financial and volume management reporting metrics for daily distribution to Operations and senior leadership.
- Developed and interpreted reports on closing ratio analysis trends.
Education
Bachelor of Science - Business Administration - Financial Markets and Economic Analysis
Rockhurst University
Kansas City01-2016
High School Diploma -
De Smet Jesuit High School
St. Louis01-2012
Skills
- Microsoft Office Suite
- Data analysis and visualization
- Market research
- Financial forecasting
- Critical thinking and problem solving
- Client relationship management
- Salesforce proficiency
- Process improvement
Activities
- Collegiate Student Athlete - Varsity Baseball (NCAA Division II) four years, 2012-2016
- Student Athletic Advisory Council, 2012-2016
- Pi Kappa Alpha Fraternity, Kappa Epsilon Chapter, 2012-2016
Timeline
Financial Facilities Data Analyst & Facilities Planner
Keeley Construction
11.2023 - Current
Financial Analyst
Boeing
02.2023 - 10.2023
Financial Analyst
Balke Brown Transwestern
04.2022 - 02.2023
Senior Client Support Specialist
Moneta
09.2019 - 04.2022
Commercial Credit Analyst
Great Southern Bank
01.2017 - 08.2019
Business Analyst Intern
Unigroup, Inc
05.2016 - 08.2016
Bachelor of Science - Business Administration - Financial Markets and Economic Analysis
Rockhurst University
High School Diploma -
De Smet Jesuit High School
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