Morounfoluwa Olopade
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, and Financial Reporting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Associate Financial Analyst
BNY Mellon
07.2022 - Current
- Comprehend, interpret and analyze complex legal documents to ensure compliance of transactions
- Compile compliance information for internal and external auditors.
- Generate comprehensive reports on portfolio performance and risk assessment.
- Create quarterly earning presentations and monthly investor presentations.
- Manage over 50 loan and bond trades monthly
- Proactively manage CLO deals by understanding deal documents and client needs
- Review daily cash flow for several deals and reconcile differences
- Prepare priority of payment calculations for investor distributions
Senior Financial Services Representative
Primerica
09.2021 - 06.2022
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
- Met with customers to assess needs, financial status and eligibility.
- Discussed financial options with clients and provided informed suggestions.
- Networked to identify potential new clients and expand geographic territories.
- Analyzed member's current and future financial needs, producing beneficial product recommendations.
Executive Trainee
Access Bank Plc.
09.2017 - 02.2020
- Conducted regular reviews of operations and identified areas for improvement.
- Cultivated positive relationships with vendors to deliver timely and cost-effective supply of services and materials.
- Developed strategies for the development of the Agency Banking network in Abuja and the North Central Region
- Built and maintained relationships with key stakeholders towards achieving the team's yearly financial goals
- Supervised a team of 30 salespersons located in 10 different states.
- Interviewed, recruited and trained new onboarding candidates.
- Established and maintained relationships with Tertiary Institutions and their Student Unions.
Education
Bachelor of Science in Building Technology -
Covenant University
06.2015
Skills
- Financial Reporting
- Microsoft Excel
- Cash Flow Management
- Account Reconciliation
- Data Analysis
- MS Office Suite
- SOLVAS, Waterfall
Certification
- Business Analytics Science, Texas Tech University - 2023
Timeline
Associate Financial Analyst
BNY Mellon
07.2022 - Current
Senior Financial Services Representative
Primerica
09.2021 - 06.2022
Executive Trainee
Access Bank Plc.
09.2017 - 02.2020
Bachelor of Science in Building Technology -
Covenant University