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.