VBA & Macros
Todd Martin
Lehi,UTAH
Summary
A highly organized Financial Analyst with a robust understanding of accounting principles, adept at developing and
maintaining financial reporting and analysis processes. Demonstrates exceptional interpersonal skills, facilitating effective
collaboration across the organization. Proficient in performing weekly and monthly financial reporting duties, supporting
the creation and execution of budgets and forecasts. Exhibits strong judgment and reasoning abilities. A dependable and
ethical professional, recognized for being hardworking and detail-oriented. Seeking opportunities to expand skills and
contribute to the success of the company.
Advanced Formulas in Microsoft Excel Financial statement analysis Corporate Financial Statements
Analytical and Critical Thinking Financial analysis aptitude Database Management
Analyze financial histories
Overview
18
18
years of professional experience
Work History
Advance Control Loan Analyst
Select Portfolio Servicing
West Valley City, UT
07.2015 - Current
- Utilized advanced analytical tools such as Excel spreadsheets, databases, and specialized software programs to facilitate efficient data analysis processes
- Actively participated in team meetings where collaboration led to significant improvements in overall loan portfolio management strategies
- Maintained up-to-date knowledge of lending regulations, industry trends, and economic conditions affecting lending decisions
- Worked closely with other departments within organization to streamline workflows, improve communication channels, and ensure smooth operations in lending process.
Financial Analyst
Cyprus Federal Credit Union
West Jordan, Utah
12.2006 - 06.2015
- Assisted in quarterly earnings announcements by gathering relevant data for investor relations materials
- Analyzed financial data and prepared reports to support decision-making processes
- Prepared monthly, quarterly, and annual reports comparing actual results with budgeted projections
- Collaborated with cross-functional teams on special projects requiring financial analysis expertise
- Developed and maintained KPI dashboards
Education
Created financial models and provided ad-hoc financial analysis - undefined
Associate - Science
A.S - Computer Information and Technology
Stevens Henager College
Google Advanced Data Analytics - undefined
Skills
- Financial Database Analysis
- Microsoft Office
- Oral and Written Comprehension
- Analytical and Critical Thinking
- Credit Union Operations
- Data Research and Analysis
- GAAP and Statutory Reporting
- KPI Management
- MS Office Suite
- Preparing Models
- Advanced Financial Analysis
- Database Management
- Compiling Data
- Statistical Trends
- Financial Data Analyzation
- Financial Modeling
- Financial and Operational Reporting
- Analyze Financial Records
- Comparative Analysis
- Word Processing
Work Preference
Work Type
Full TimeLocation Preference
On-SiteRemoteHybridImportant To Me
Work-life balanceCompany Culture401k matchPersonal development programsHealthcare benefitsSoftware
Tableau Public
Power BI/DAX
Python
Microsoft Office 365 Suite
Advanced Excel Formulas and Pivot Power Query
Certification
Dashboard Reporting Microsoft Excel - Udemy
Finance for Non-Finance Professionals - Rice University
Google Advanced Data Analytics - Coursera
Google Foundations of Data Science - Coursera
Tableau - Intellipaat
Introduction to Data Analysis in Excel - Data Quest
Statistics and Probabality for Quantatative Finance - Udemy
Tablular Editor 3 for Power BI & SQL Server Analysis - Udemy
Timeline
Advance Control Loan Analyst
Select Portfolio Servicing
07.2015 - Current
Financial Analyst
Cyprus Federal Credit Union
12.2006 - 06.2015
Created financial models and provided ad-hoc financial analysis - undefined
Associate - Science
A.S - Computer Information and Technology
Stevens Henager College
Google Advanced Data Analytics - undefined
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