Financial Analyst Candidate #070125
St. Louis, MO
Finance
11 years
7/1/2025
Profile
Motivated and visionary Finance Professional with expertise in financial analysis, financial modelling and reporting, actuarial science, pension funds administration, corporate strategy, strategic business planning, business development, operations management, and data analysis. Proven experience in optimizing fund growth, conducting statistical modelling, and fostering stakeholder relationships. Excels in leveraging predictive tools to support organizational goals and growth strategies within the financial and insurance sectors.
Career Highlight 1: I successfully grew pension assets under management from $700,000 to $23.5 million within a few years, demonstrating strong financial strategy, operational leadership, and stakeholder trust.
Career Highlight 2: I led a data transformation initiative that improved operational data quality from 25% to 67.62%, significantly enhancing decision-making and regulatory reporting accuracy.
Career Highlight 3: I built and led a high-performing team of 17 professionals, which was recognized as the Best Team of the Year in 2022, driving excellence in service delivery and operational efficiency.
Why Hire This Candidate (In Their Own Words): I grew pension assets under management from $700,000 to $23.5 million, built a high-performing team, and improved data quality by over 40%; all while leading operations for over 30,000 clients. With a master’s in actuarial science, hands-on experience in financial modeling, and a track record of delivering impact across insurance, pensions, and analytics, I’m ready to bring strategic value from day one.
Strengths: I’m a results-driven actuarial professional with a strong background in financial analysis, risk management, and business growth. I’ve led initiatives that grew assets to $23M, improved data systems, and delivered insights that drive strategic decisions.
Hobbies & Personal Interests: 1. Mentoring and teaching
2. Leadership and community service/engagement
3. Public speaking and collaboration
4. Sports (Baseball, basketball, soccer, football, golf)
Education: BS, MS Actuarial Science
Credentials: Masters degree, actuarial credentials
Industry Experience: Business Services, Capital Markets, Education, Emerging Growth Companies, Financial Services, Fintech, Hospitality / Hotels & Re, Insurance, Private Equity, Wealth Management, Wholesale & Distribution
Company Fit: Medium and large
Management Experience: 7 years of management experience and I have a managed a team of 17 professionals.
Software Experience: QuickBooks, SAP and Microsoft Dynamics
Open To: Hybrid, In-office, Remote
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