Nick Lima
Aurora,CO
Summary
Detail-driven Financial Analyst with Five years of dedicated corporate finance portfolio management. Regularly assisted
with analysis and monitoring of corporate budgets to improve annual spending and achieve corporate goals. Feels strong
about increasing investment efficiency and monitoring techniques to minimize corporate debt and has excellent
knowledge of banking regulation capital adequacy requirements
Overview
11
11
years of professional experience
1
1
Certification
Work History
Consultant Externship
PWC Consulting
Aurora, CO
01.2024 - 03.2024
- Assisted in the development of fundraising campaigns and strategies to increase donations.
- Conducted research on potential corporate sponsors and grant opportunities.
- Organized and attended community outreach events to promote the organization's mission and services.
- Developed presentations to explain the organization's mission, goals, and activities to stakeholders.
- The externship was focused on consulting for a non-profit organization, The Dara Ashley Foundation, strategy to raise funds for its project and build a long-term relationship with donors. The project was to help black and minority students access higher education and practical training to help them in their professional careers. In addition, I presented three potential donors: Bloomberg LP, UPS, and the Tyler Perry Foundation. Furthermore, all three potential donors are an excellent fit for the Dara Ashley Foundation because they share the same mission and vision toward philanthropy and educating minority college students.
Budget Analyst
Cabo Verde Central Bank
Praia , Cabo Verde
03.2016 - 04.2018
- Monitored budget execution work, including obligations incurred and actual expenditures of funds
- Determined and tracked budget expenses with accuracy and transparency
- Generated reporting packages for areas such as business performance results
- Utilized [Software] to develop and modify expenditure reports
- Compiled and reviewed procurement data to make effective projections
- Performed budget formulation work involving review and preparation of budget estimates and financial plans
Personal Banker
Angolan Investment Bank
Praia
03.2013 - 02.2016
- Provided customer service to clients, including answering questions and resolving issues.
- Conducted account openings and closings for clients.
- Greeted customers upon entering the bank and directed them to appropriate personnel or services.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Cross-sold banking products such as credit cards, loans and investments.
- Performed daily balancing of cash drawer and reconciled discrepancies when necessary.
Education
Master of Science - Applied Economics
Boston College
Chestnut Hill, MA12-2024
MBA - Finance
Wake Forest University
Winston-salem, NC12-2023
Bachelor of Science - Economics
University of Jean Paiget
Cabo Verde 2012
Skills
- Financial reporting
- Financial Management
- Repayment negotiations
- Cash-flow report generation
- Budget forecasting
- Financial forecasting
- Valuation analysis
Certification
- Financial Modeling and Valuation Analysis – Completed July 2020, Issued by CFI
• Blomberg Market Concept – Completed.
• Financial Accounting Certificate – Completed December 2019, Issued by Harvard University
• Certified Banker and Credit Analysis – In Progress.
• Business Analytics and Data Analysis – In Progress.
• Project Management by Accenture – Completed
Timeline
Consultant Externship
PWC Consulting
01.2024 - 03.2024
Budget Analyst
Cabo Verde Central Bank
03.2016 - 04.2018
Personal Banker
Angolan Investment Bank
03.2013 - 02.2016
Master of Science - Applied Economics
Boston College
MBA - Finance
Wake Forest University
Bachelor of Science - Economics
University of Jean Paiget