Job Search Status
Open to workDesired start date: 2 weeks notice
Desired Job Title
Valuation AnalystSales AssociateWork Type
Full TimeLocation Preference
RemoteHybridLocation: St. Petersburg, FL, USBoston, MA
Open to relocation: Yes
Patrick-James McCarthy
St. Petersburg,FL
Work Preference
Summary
Results-driven Valuation Analyst with experience in risk assessment and advanced Excel/VBA programming. Known for collaborating with cross-functional teams to deliver precise valuations and actionable insights that enhance decision-making.
Overview
8
8
years of professional experience
Work History
Valuation Analyst
Enstar Group U.S.
Saint Petersburg, FL
03.2023 - Current
- Collaborated with cross-functional teams to compile and analyze information for accurate valuations.
- Produce monthly and quarterly Actual vs. Expected (AvE) reporting for senior management and the board.
- Prepared comprehensive reports detailing findings and recommendations for stakeholders.
- Supported M&A due diligence, conducted claims audits and development analysis, and facilitated commutations with best estimate and offer valuations.
- Performed modeling for lifetime exposure of claims.
- Communicated with reinsurance brokers and clients to obtain claim information for processing.
- Conducted reviews of reinsurance contracts for accuracy and completeness.
- Presented findings and results to senior management.
- In addition to Valuation Analyst duties, I also support the Data & MI team by maintaining multiple portfolios databases.
Sales Associate
Target
Palm Harbor, Florida
10.2018 - 03.2023
- Delivered exceptional customer service during peak hours, enhancing customer satisfaction.
- Collaborated with sales team to meet group targets, contributing to overall sales goals.
- Educated new associates on store policies and procedures, ensuring consistent service delivery.
Education
Bachelor of Science - Finance
University of Massachusetts, Dartmouth
North Dartmouth, MA05-2023
Skills
- Valuation techniques
- Due diligence
- Data analysis
- Risk assessment
- Financial modeling
- Reinsurance contracts
- Audit Reporting
- Report preparation
- Advanced Excel/VBA programming
Timeline
Valuation Analyst
Enstar Group U.S.
03.2023 - Current
Sales Associate
Target
10.2018 - 03.2023
Bachelor of Science - Finance
University of Massachusetts, Dartmouth