Zach Notti
Los Angeles,CA
Summary
University of Oregon graduate with over two years of professional experience in Risk Management, Financial Modeling and Data Analytics. I am hard working, people oriented, and highly motivated to enhance my career in the Financial sector
Overview
6
6
years of professional experience
Work History
Sr Financial Analyst
Westlake Financial Services
Los Angeles, CA
12.2021 - Current
- Scaled consumer based pricing to maintain an 8%+ ROA target for a $20+ billion portfolio, using a series of data analytical and statistical approaches.
- Created financial forecasts through the use of historical data to predict future profitability, and drive forward looking changes to our nationwide platform.
- Analyzed, proposed, and implemented a series of program adjustments to meet changing customer and market conditions.
- Mitigated risk by researching and developing new pricing and screening strategies for internal products through the use of competitor analyses, cash flow models and break-even analyses.
Intern
Integrated Technologies
Portland, OR
06.2020 - 09.2020
- Worked in a small team to identify business needs and provide technological solutions for a series of small businesses.
- Gained invaluable experience in customer service, technological management and installation.
Driver Helper
United Parcel Service, UPS
Portland, OR
11.2019 - 01.2020
- Worked alongside UPS drivers to assist in inventory management, and the delivery of hundreds of packages a day throughout the holiday season.
- Communicated with dispatching regarding changes to routes, deliveries, and orders.
Intern
Waddell & Reed
Portland, OR
06.2019 - 09.2019
- Worked in a small team to help effectively manage the finances of small private portfolios.
- Handled data base updates through Excel, NetX360 and eMoney.
- Completed assigned duties and consistently produced a high volume of work to support daily business needs.
Retail Sales Associate
Macy's
Portland, OR
06.2018 - 09.2018
- Engaged positively with customers, providing processional and polite support for sales and service needs.
- Gained invaluable experience in team work and customer service.
Education
Bachelor of Science - Finance
University of Oregon
Eugene, OR06.2021
Skills
- Financial Valuation
- Advanced Excel
- Advanced SQL
- R
- Python
- Leadership
- Public Speaking
- Teamwork Oriented
Timeline
Sr Financial Analyst
Westlake Financial Services
12.2021 - Current
Intern
Integrated Technologies
06.2020 - 09.2020
Driver Helper
United Parcel Service, UPS
11.2019 - 01.2020
Intern
Waddell & Reed
06.2019 - 09.2019
Retail Sales Associate
Macy's
06.2018 - 09.2018
Bachelor of Science - Finance
University of Oregon
Similar Profiles
Lizeth HuizarLizeth Huizar
Strategic Loan Officer at Westlake Financial ServicesStrategic Loan Officer at Westlake Financial Services
Lauren SweatLauren Sweat
Receptionist at Westlake Financial ServicesReceptionist at Westlake Financial Services
Ryan C BellRyan C Bell
Remarketing Auction Representative at Westlake Financial ServicesRemarketing Auction Representative at Westlake Financial Services
Steve TienSteve Tien
Dealer Account Manager at Westlake Financial Services LLCDealer Account Manager at Westlake Financial Services LLC
Steve SobelSteve Sobel
VP OF CREATIVE DEVELOPMENT/Lead Copywriter at Critical Content/SK Global GroupVP OF CREATIVE DEVELOPMENT/Lead Copywriter at Critical Content/SK Global Group