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Geoffrey Y

Financial Specialist - 2 Years of Experience - Near 53546

Occupation:

Financial Specialist

Education Level:

Bachelor

Will Relocate:

YES

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CAREER HIGHLIGHTS Founder of a successful cross college campus bicycle recycle program that has provided over 500+ bicycles to students in need of cheap transportation. Introduced a re-run process that effectively reduced accounting errors and increased efficiency of documentation process from 40% to 80%, for receivable payments that range from $1 million to $ 2 million dollars per week. Created innovative, distinctive, and successful store advertising, promotions, that tripled expected revenue and cut costs by 50% Awarded the Bloomberg essentials certificate after an extensive five month mock financial analyst role creating a model that turned around a $100 000/ year revenue loss to a $50 million predicted profit in 5 years. Maintained #1 Sales employee for holiday season 2008, with over $20000 of sales to surpass target goal of $10000 Bloomberg & Morning star essentials program University of Wisconsin Whitewater 2015 Key leadership role that contributed to value-added expertise, significant cost reduction, and growth to the manufacturer of an athletic sport wear company. Designed a five-year process of improvement financial model. Created extensive financial models using data gathered from Bloomberg and Morningstar, then analyzed the data using excel to make predictions and forecasts of companies future revenues or losses Created extensive financial models such as company tear sheets, screen and ranking models for identifying desired stocks that fit the best profile for a specific mutual fund. Analyzed the sources of cash flow for individual companies as well as top S&P 500 companies. Gained critical thinking Skills by completing the company analysis and financial model project as a mock analyst for a capital management firm with the task of analyzing the value of a company Received a certificate for completing the Bloomberg essentials five-month program. Geoffrey J. Yeri Key leadership role that contributed to value-added expertise, significant cost reduction, and growth to the manufacturer of an athletic sport wear company. Designed a five-year process of improvement financial model. Created extensive financial models using data gathered from Bloomberg and Morningstar, then analyzed the data using excel to make predictions and forecasts of companies future revenues or losses Created extensive financial models such as company tear sheets, screen and ranking models for identifying desired stocks that fit the best profile for a specific mutual fund. Analyzed the sources of cash flow for individual companies as well as top S&P 500 companies. Gained critical thinking Skills by completing the company analysis and financial model project as a mock analyst for a capital management firm with the task of analyzing the value of a company Received a certificate for completing the Bloomberg essentials five-month program. Geoffrey J. Yeri (608)-960 3340 Geoffyeri@gmail.com

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SCHOOL MAJOR YEAR DEGREE

University of Wisconsin Whitewater 2015 Bachelor Degree
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Highlights:

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