CAREER HIGHLIGHTS Ø Founder of a successful cross college campus bicycle recycle program that has provided over 500+ bicycles to students in need of cheap transportation. Ø 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. Ø Created innovative, distinctive, and successful store advertising, promotions, that tripled expected revenue and cut costs by 50% Ø 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. Ø 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. Ø 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 Ø 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. Ø 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 Ø 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. Ø 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 Ø 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. Ø 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 Ø Received a certificate for completing the Bloomberg essentials five-month program. Geoffrey J. Yeri (608)-960 3340 Geoffyeri@gmail.com
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