Michael Chang
Senior Certified Public Accountant (CPA)
Summary
Rigorous and analytical Senior Accountant with 6+ years of comprehensive corporate finance experience. Expert in financial audits, tax planning, regulatory compliance, and cost-reduction analysis across diverse multi-entity operations.
Work Experience
Apex Corporate Partners
Senior Accountant
Managed end-to-end tax filing and audit preparation for 15+ multi-million dollar corporations, ensuring 100% regulatory compliance. Reconciled monthly cost ledgers and cost variances, identifying over $120,000 in monthly processing and duplicate invoicing leaks. Automated ledger Excel worksheets utilizing macros, accelerating period close reporting from 9 days down to 4 days.
Global Accountant Partners
Accountant
Spearheaded core operations and delivered exceptional value to enterprise clients. Optimized internal processes, increasing overall efficiency by over 20%. Collaborated directly with senior stakeholders to align strategy with technical execution.
Dynamic Solutions LLC
Associate Accountant
Assisted in the daily management of departmental objectives and analytics reporting. Maintained a 98% client satisfaction rating across all assigned accounts. Developed foundational skills in industry-standard software and methodologies.
Education
University of Texas
Master of Science in Accounting & Finance
Core Skills
Featured Projects
Process Optimization Initiative
Technologies: Agile, Process Mapping, Data Analytics
Led a cross-functional team of 5 to redesign the core delivery pipeline, resulting in a $50k annual cost savings.
Certifications & Credentials
Certified Public Accountant (CPA)
2020-08Texas State Board of Public Accountancy
References
Accountant
Rigorous and analytical Senior Accountant with 6+ years of comprehensive corporate finance experience. Expert in financial audits, tax planning, regulatory compliance, and cost-reduction analysis across diverse multi-entity operations.
Ryan Carter
Senior Business Intelligence Analyst
Contact
Core Skills
Certifications & Credentials
Advanced Data Certification
National Board of Professionals
Professional Summary
Detail-oriented senior data analyst with 4+ years of experience interpreting complex data sets to drive executive decision-making. Expert in data modeling, dashboard creation, predictive reporting, and database queries.
Work Experience
Optima Financial
Senior Business Intelligence Analyst
Developed interactive Tableau dashboards used by executives to monitor key sales KPIs, reducing manual monthly reporting efforts by 80 hours. Formulated advanced SQL script queries and Python data modeling structures that isolated $2.3M in annual operational waste. Trained a team of 4 junior analysts on clean database indexing and warehouse optimization metrics.
Global Data Partners
Data Analyst
Spearheaded core operations and delivered exceptional value to enterprise clients. Optimized internal processes, increasing overall efficiency by over 20%. Collaborated directly with senior stakeholders to align strategy with technical execution.
Dynamic Solutions LLC
Associate Data
Assisted in the daily management of departmental objectives and analytics reporting. Maintained a 98% client satisfaction rating across all assigned accounts. Developed foundational skills in industry-standard software and methodologies.
Education
University of Illinois
Bachelor of Science in Applied Statistics & Data Science
Featured Projects
Predictive Churn Analysis Model
Python, Scikit-Learn, SQL, Tableau
Built a custom regression pipeline predicting subscription user drops with a 91% accuracy rate.
Data Analyst
Detail-oriented senior data analyst with 4+ years of experience interpreting complex data sets to drive executive decision-making. Expert in data modeling, dashboard creation, predictive reporting, and database queries.
David Kovacs
Analytical Corporate Finance specialist with 5+ years of experience managing multi-divisional budget planning, capital forecasting, and investment risk audits. Expert in Python financial packages, Excel modeling, and ROI projections.
Work Experience
Goldman Wealth Partners
Senior Financial Analyst
Engineered scalable portfolio valuation forecasts in Excel, reducing evaluation audit intervals from 14 days down to 6 days. Collaborated directly with corporate budgeting divisions to audit $3.2M operational expenses. Formulated quantitative ROI simulations for 8 prospective real estate and tech acquisitions.
Global Financial Partners
Financial Analyst
Spearheaded core operations and delivered exceptional value to enterprise clients. Optimized internal processes, increasing overall efficiency by over 20%. Collaborated directly with senior stakeholders to align strategy with technical execution.
Dynamic Solutions LLC
Associate Financial
Assisted in the daily management of departmental objectives and analytics reporting. Maintained a 98% client satisfaction rating across all assigned accounts. Developed foundational skills in industry-standard software and methodologies.
Education
New York University
Master of Science in Quantitative Corporate Finance
Core Skills
Featured Projects
Process Optimization Initiative
Led a cross-functional team of 5 to redesign the core delivery pipeline, resulting in a $50k annual cost savings.
Certifications & Credentials
Chartered Financial Analyst (CFA) Level II
CFA Institute
Financial Analyst
Analytical Corporate Finance specialist with 5+ years of experience managing multi-divisional budget planning, capital forecasting, and investment risk audits. Expert in Python financial packages, Excel modeling, and ROI projections.
Eleanor Price
Client-focused Wealth Manager with 8+ years of experience structuring retirement portfolios, tax strategies, and estate planning for high-net-worth individuals. Managed over \$120M in client assets.
Work Experience
Carolina Wealth Partners
Senior Financial Advisor
Managed a portfolio of 85+ high-net-worth clients, collectively representing $120 Million in assets under management (AUM). Designed customized retirement and tax mitigation strategies, improving average portfolio yield by 6.5% annually. Conducted quarterly financial reviews and adjusted equity allocations based on market volatility.
Global Financial Partners
Financial Planner
Spearheaded core operations and delivered exceptional value to enterprise clients. Optimized internal processes, increasing overall efficiency by over 20%. Collaborated directly with senior stakeholders to align strategy with technical execution.
Dynamic Solutions LLC
Associate Financial
Assisted in the daily management of departmental objectives and analytics reporting. Maintained a 98% client satisfaction rating across all assigned accounts. Developed foundational skills in industry-standard software and methodologies.
Education
UNC Charlotte
Bachelor of Science in Finance & Wealth Management
Core Skills
Featured Projects
Process Optimization Initiative
Led a cross-functional team of 5 to redesign the core delivery pipeline, resulting in a $50k annual cost savings.
Certifications & Credentials
Advanced Financial Certification
National Board of Professionals
Financial Planner
Client-focused Wealth Manager with 8+ years of experience structuring retirement portfolios, tax strategies, and estate planning for high-net-worth individuals. Managed over \$120M in client assets.
David Lawson
Senior Property Claims Adjuster
Summary
Meticulous Insurance Adjuster with 7+ years assessing complex property and casualty claims. Expert in Xactimate software, negotiating settlements, and detecting fraudulent liability submissions.
Work Experience
StateWide Mutual
Senior Claims Adjuster
Investigated and settled over 400 residential property damage claims annually, authorizing payouts up to $250,000. Utilized Xactimate to generate highly accurate damage repair estimates, saving the firm 15% in overpaid claims. Conducted field interviews and collaborated with structural engineers to assess catastrophic weather damage.
Global Insurance Partners
Insurance Adjuster
Spearheaded core operations and delivered exceptional value to enterprise clients. Optimized internal processes, increasing overall efficiency by over 20%. Collaborated directly with senior stakeholders to align strategy with technical execution.
Dynamic Solutions LLC
Associate Insurance
Assisted in the daily management of departmental objectives and analytics reporting. Maintained a 98% client satisfaction rating across all assigned accounts. Developed foundational skills in industry-standard software and methodologies.
Education
University of Houston
Bachelor of Business Administration in Risk Management
Core Skills
Featured Projects
Process Optimization Initiative
Technologies: Agile, Process Mapping, Data Analytics
Led a cross-functional team of 5 to redesign the core delivery pipeline, resulting in a $50k annual cost savings.
Certifications & Credentials
Advanced Insurance Certification
2020-03National Board of Professionals
Insurance Adjuster
Meticulous Insurance Adjuster with 7+ years assessing complex property and casualty claims. Expert in Xactimate software, negotiating settlements, and detecting fraudulent liability submissions.
Alex Investment
Professional Investment Banker
Executive Summary
Highly skilled and dedicated Investment Banker with over 6 years of proven experience in the Finance & Analytics industry. Exceptional track record of success, leadership, and operational excellence.
Work Experience
National Finance Group
Senior Investment Banker
Led major projects and initiatives within the Finance & Analytics sector. Consistently exceeded KPIs and operational metrics by 15% annually. Managed cross-functional workflows and delivered exceptional results under pressure.
Global Investment Partners
Investment Banker
Spearheaded core operations and delivered exceptional value to enterprise clients. Optimized internal processes, increasing overall efficiency by over 20%. Collaborated directly with senior stakeholders to align strategy with technical execution.
Dynamic Solutions LLC
Associate Investment
Assisted in the daily management of departmental objectives and analytics reporting. Maintained a 98% client satisfaction rating across all assigned accounts. Developed foundational skills in industry-standard software and methodologies.
Education
State University
Bachelor's Degree in Finance & Analytics
Featured Projects
Process Optimization Initiative
Agile, Process Mapping, Data Analytics
Led a cross-functional team of 5 to redesign the core delivery pipeline, resulting in a $50k annual cost savings.
Core Skills
Certifications & Credentials
Advanced Investment Certification
National Board of Professionals
Investment Banker
Highly skilled and dedicated Investment Banker with over 6 years of proven experience in the Finance & Analytics industry. Exceptional track record of success, leadership, and operational excellence.