Objective
I am looking for experience in the maritime industry while I am working towards my Masters Degree and USCG Unlimited Third Mates License at SUNY Maritime College.
Experience
USI Holding Corp. May 2011 - November 2012
Operations Analyst
-Analyzed Corporate and Operating Company actuals and forecasts/budgets for variance and identified major discrepancies
-Assisted in creating corporate department forecasts and budgets
-Updated cash flow projections, and created bridge from GAAP EBITDA to Adjusted EBITDA to Management EBITDA
-Create USI board presentations, Goldman Sachs presentations, and P.E. teaser Decks
-Manage BPC system with regards to report design, maintenance, and other administrative functions
USI New England September 2011 - May 2012
Operations Analyst
-Created models to track and analyze the production of employees compared to the value that they bring to USI New England
-Worked closely with finance and accounting department to track the quarterly and yearly producer production
-Assist Management with M&A research and decision making
-Coordinate and train new and current employees on the Microsoft Dynamics CRM system
First Investors Corp. May 2011 - September 2011
Financial Services Representative
-Analyzed financial portfolios and made recommendations to assist clients in meeting their financial goals
-Sold life insurance and mutual funds for retirement planning and general investment purposes
-Built and maintained a book of business through frequent contact and meetings
Mario J. Gabelli School of Business January 2011 - May 2011
Student Investment Fund Manager
-Built and managed a $100,000 global portfolio of equity securities using minimum variance portfolio theory
-Required to prepare daily reports about movement within global markets and its correlation to the portfolio
-Prepared weekly company reports for new prospective investments which could be substituted if a stop-loss was triggered
Education
State University of New York Maritime College
-Masters of Science in International Marine Transportation
-USCG Universal Deck License
Mario J. Gabelli School of Business, Roger Williams University (AACSB Accreditation)
-Bachelors of Science in Finance (Minor in Mathematics)
-GPA 3.3 (4.0 Scale)
-Deans List Fall 2007, Spring 2008, Fall 2009, Spring 2011
Certification
Ordinary Seaman
Skils
-Proficient with Microsoft Excel, BPC, SAP, Dynamics CRM, Word, Power Point, Access, SDS Market Watch, Sagitta
-Experience with program coding (VBA, HTML)