Nathaniel King
Richmond,VA
Summary
Analytical professional with strong background in financial modeling and risk management. Skilled in providing financial consultations and solutions for businesses of all sizes. Astute candidate develops new strategies and processes to optimize financial operations.
Overview
4
4
years of professional experience
Work History
Asset Management Analyst
The Monument Companies
01.2023 - Current
- Created and maintained precise and accurate models, charts and reports.
- Created financial strategies to optimize portfolio performance and reduce risk.
- Generated comprehensive reports on portfolio performance and risk assessment.
- Developed financial projections and forecasts to guide investment decisions.
- Participated in client meetings to discuss financial analysis and investment strategies.
- Conducted due diligence on potential investments and presented findings to investors.
- Developed financial models to assess potential investments and identify potential risks.
Finance and Accounting Associate
The Monument Companies
01.2022 - 12.2023
- Reported financial data and updated financial records in ledgers and journals.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Directed gathering of required documentation and files for account audits and completed reviews.
- Addressed and resolved complex and unexpected variances.
- Stayed on top of applicable federal and state requirements to minimize legal and financial risks.
- Compiled budget figures by reviewing past budgets, evaluating estimated income, and assessing expenses.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Operations Analyst
Ocean Network Express
01.2020 - 12.2021
- Assessed operational performance to identify areas for improvement.
- Created custom reports and visualizations to support decision-making processes.
- Conducted data analysis to identify opportunities for streamlining client operations and improving customer satisfaction.
- Created and managed operational databases to store and track data and maintain accurate information.
- Analyzed trend data to forecast operational needs and plan next course of action.
- Designed plans to improve operations and suggested changes to systems for overall organization.
- Used Cognos to model data and forecast trends.
- Worked with engineers and technical staff to recommend hardware and software adjustments and resolve design flaws.
- Created models to forecast and predict quantitative and comparative evaluations of various business solutions.
Education
Bachelor of Science - Finance
Virginia Tech
Blacksburg, VA12.2019
Skills
- Profit and Loss Statements
- Expense Analysis
- Asset Management
- Yardi
- Financial Modeling
- Microsoft Excel
Timeline
Asset Management Analyst
The Monument Companies
01.2023 - Current
Finance and Accounting Associate
The Monument Companies
01.2022 - 12.2023
Operations Analyst
Ocean Network Express
01.2020 - 12.2021
Bachelor of Science - Finance
Virginia Tech
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