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@sdveffwvee

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Experienced financial analyst with expertise in fund administration.

United States

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What I'm looking for

I am seeking a role that offers opportunities for growth and challenges in financial analysis.

I am a dedicated financial analyst with a strong background in mutual fund administration and tax analysis. Currently, I serve as a Senior Mutual Fund Administrator at MUFG Bank, where I monitor and analyze fund expenses and accounting procedures. My role involves preparing comprehensive financial statements and ensuring compliance with regulatory filings, showcasing my attention to detail and commitment to accuracy.

Previously, I worked as a Financial Analyst at Conagra Brands, where I developed financial models and conducted product cost analysis. My experience also includes tax preparation at H&R Block, where I provided clients with tailored financial advice. With a Bachelor of Science in Finance from the University of Maryland, I am equipped with the analytical skills necessary to excel in the finance sector.

Experience

Work history, roles, and key accomplishments

Current

Senior Mutual Fund Administrator

Current

MUFG Bank

Oct 2022 - Present (2 years 8 months)

Monitored and analyzed fund expenses, fund accounting procedures, and holdings. Prepared annual and semi-annual financial statements for funds, along with information for various regulatory filings. Assisted in new funds setup and reviewed official book copies for accuracy.

Financial Reporting Financial Analysis Review Holdings Analysis

Current

Tax Analyst

Current

H&R Block

Jan 2023 - Present (2 years 5 months)

Prepared hundreds of Federal and state tax filings for clients in the Frederick area. Provided detailed tax and financial advice to clients for financial planning purposes. Analyzed tax-related financial data and information regarding IRS functions and policies.

Tax Preparation Tax Filings Financial Planning IRS Policies

Financial Analyst

Conagra Brands

Jan 2022 - Sep 2022 (8 months)

Provided financial analysis and models for requests related to product development. Monitored products’ costs and production efficiency in perspective of live production cycles. Helped to build financial models used for the financial planning for products and factories.

Financial Analysis Financial Modeling Financial Planning Data Analysis

Junior Mutual Fund Administrator

MUFG

Sep 2017 - May 2020 (2 years 8 months)

Prepared financial statements for mutual funds from various sectors and industries to reflect the funds’ financial activities and Net Assets. Calculated various financial ratios for the classes of each funds and validated the accuracy of posted financial data. Ensured accuracy of financial reporting for mutual funds.

Financial Statements Financial Reporting Net Assets Calculation

Loan Processor

China Construction Bank

Jun 2020 - Nov 2021 (1 year 5 months)

Assisted supervisors with internal audit reviews and validated underwriting data entries. Organized and analyzed collected data from clients, such as assets, salaries, and debts. Conducted valuation analysis, reviewed credit report and history of mortgage loan borrowers.

Loan Processing Internal Audit Data Analysis Valuation Mortgage

Education

Degrees, certifications, and relevant coursework

University of Maryland at College Park

Bachelor of Science, Finance

Grade: 3.7

Completed a Bachelor of Science in Finance at the University of Maryland at College Park. Participated in the Quantitative Fellows Program and achieved a GPA of 3.7.