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Tuva Sussex

@tuvasussex

Senior Financial Analyst at DEL GRANDE DEALER GROUP who launched a company-wide performance review system that increased profits over 25% quarter-over-quarter.

United States

Message

At DEL GRANDE DEALER GROUP, I build financial reporting and operational analyses that support budgeting, board decisions, and strategic initiatives. I partner closely with executive leadership as the sole contributor responsible for this work.

I built and launched a company-wide Business Performance Review system that automated KPI consolidation across 16 locations. It increased profits by over 25% quarter-over-quarter and helped teams detect profit shortfalls faster.

I also redesigned and currently oversee financial reporting for a $222M real estate portfolio spanning 14 properties. The work improved cash flow visibility and reporting accuracy, while streamlined workflows cut processing time for a key business function from two days and two people to one hour and one person.

Earlier, as an Intern at STRATEGIC GLOBAL ADVISORS, LLC, I led its inaugural submission to the UN Principles for Responsible Investment and designed a streamlined reporting process. As a Portfolio Analyst with BEACH INVESTMENT GROUP, I managed portfolios, conducted security research, and presented weekly performance reports.

Experience

Work history, roles, and key accomplishments

Current

Senior Financial Analyst

Current

Del Grande Dealer Group

Nov 2023 - Present (2 years 11 months)

Sole contributor for financial reporting and operational analysis for a $1B+ organization, partnering with executive leadership on budgeting and strategic initiatives. Built valuation models, developed forecasting models, and launched a company-wide Business Performance Review system that increased profits by over 25% quarter-over-quarter.

Excel Power Query Google Sheets Quickbooks PowerPoint Google Slides Word Google Docs AI Tools Power BI Python Bloomberg Terminal Financial Modeling Forecasting KPI Reporting Board Reporting Cross Functional Collaboration

Financial Analyst

Del Grande Dealer Group

Oct 2021 - Nov 2023 (2 years 1 month)

Supported financial reporting and operational analysis, developing forecasting models and contributing to process improvements that reduced variable expenses by 6% year-over-year.

Excel Financial Modeling Forecasting Operational Analysis Process Improvement

Intern

Strategic Global Advisors, LLC

Aug 2020 - Jul 2021 (11 months)

Led inaugural submission to the UN Principles for Responsible Investment, designing a streamlined reporting process and analyzing ESG data that contributed to a projected 20%+ score increase.

ESG Analysis Reporting Data Analysis

Portfolio Analyst, College Investment Organization

Beach Investment Group

Aug 2020 - Jul 2021 (11 months)

Managed $800k+ portfolios by conducting security research, ensuring compliance, maintaining Bloomberg databases, and presenting weekly performance reports.

Portfolio Management Security Research Bloomberg Terminal Compliance Reporting

Education

Degrees, certifications, and relevant coursework

California State University, Long Beach

Master of Science, Finance

Master of Science in Finance from an accelerated 1-year, CFA aligned program, graduated in 2021.

California State University, Long Beach

Bachelor of Science, Business Administration

Grade: Summa Cum Laude

Activities and societies: Study Abroad: Management course at Mahidol University, Bangkok and volunteer work with Mirror Foundation (NGO).

Bachelor of Science in Business Administration with a major in Finance and a minor in Economics, graduated Summa Cum Laude and named Finance Department's Most Outstanding Graduate.