Flavian F.
Financial & Strategy Consultant
Experience
Jun 2024 - Present
1 year 6 monthsUnited States
Financial & Strategy Consultant
Independent Consultant
- Develop P&L statements using historical financial data to analyze data-driven insights on primary revenue streams, major expense categories, and key drivers of profitability.
- Design and monitor KPIs and RVU-based performance metrics to evaluate departmental productivity against defined benchmarks.
- Manage budgeting and forecasting activities, performing variance analysis to drive resource optimization and mitigate financial risks.
- Partner with executive leadership on financial strategy and business initiatives, delivering insights that enhance operations, improve client acquisition, and strengthen organizational performance.
Sep 2022 - May 2024
1 year 9 monthsSmithfield, United States
Investment Management – Treasury Analyst
Smithfield Foods
- Managed a $3.2 billion pension fund portfolio, consisting of public equities, fixed income, liability-driven investments and alternative investments (private debt, private equity, venture capital, real estate).
- Participated in 15+ Investment Committee meetings with chief executives, presenting investment recommendations for approval.
- Served as manager for the transition of a $1.2 billion target date fund portfolio, improving 50K+ participants’ retirement outcomes.
- Led 100+ meetings with executives from BlackRock, JPMorgan, Goldman Sachs, focusing on portfolio performance and market events.
- Managed the relationship with auditors and prepared all required reports to ensure compliance with audit processes.
- Conducted performance, cost, and rebalancing analysis on 15+ investment portfolios, providing strategic recommendations to the CIO.
- Led the transition of a $400 million active managed equity portfolio, resulting in a 2% annual portfolio performance improvement.
- Identified opportunity and led cost-saving project, saving $1 million annually by consolidating and optimizing account usage.
- Developed and implemented comprehensive monthly, quarterly, and year-end portfolio reports for investment committee members.
- Analyzed pension cash flows to optimize strategic liquidity management for portfolio efficiency, reducing idle cash reserve.
- Oversaw cash operations across 90+ accounts, ensuring execution of trades and efficient cash management for investment portfolio.
- Ensured adherence to Smithfield investment policy for pension fund and 401(k), ensuring compliance with regulatory requirements.
Apr 2020 - Mar 2022
2 yearsVirginia Beach, United States
Financial Analyst
Milestone Financial
- Supported senior president in monthly and annual financial modeling activities, which included budgeting, forecasting, and planning.
- Analyzed business budget to identify most efficient methods and reallocate resources to maximize company benefits.
- Developed performance reports, conducting variance analyses that delivered actionable insights to support strategic decision-making.
- Contributed to monthly accounting processes, ensuring the accuracy and completeness of financial records.
- Coordinated with all levels of personnel to gather and analyze financial and operational data.
Feb 2020 - Mar 2022
2 years 2 monthsVirginia Beach, United States
Financial Planning Assistant
Milestone Financial
- Collaborated on 400+ client meetings with senior president, delivering portfolio performance, recent trades, and planning long-term financial goals for 120+ households with over $70 million in AUM.
- Analyzed clients’ financial resources, portfolio allocation, risk tolerance, and relevant data to develop a personalized financial strategy.
- Successfully executed 100+ rebalancing trades and effectively managed the rollover of $8+ million in assets.
- Contributed to developing comprehensive financial plans for clients utilizing Morningstar, Money Guide Pro, and Wealthscape.
Summary
Skilled Financial Specialist with six years of professional experience at multinational firms, specializing in investment management, financial modeling, risk management and corporate finance. Highly analytical, with a commitment to exceeding expectations and delivering results. Demonstrated ability to build strong relationships with executive board members and external leaders in the financial sector, paired with autonomy and strategic thinking. Proficient in Microsoft Office and specialized financial tools. Highly motivated, result-oriented leader with excellent communication skills, collaborative spirit and ability to thrive under pressure.
Languages
English
NativeSpanish
NativeEducation
Aug 2021 - May 2023
Christopher Newport University
Master of Financial Analysis · Newport News, United States
Aug 2015 - Dec 2019
Norfolk State University
Bachelor of Business Administration and Management · Norfolk, United States
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