Kevin Valenzuela
Chandler
Summary
Hardworking and passionate Financial Analyst with diverse skill set including proven experience in the Aerospace/Defense & Real Estate Industries seeking employment in Corporate Finance. Skilled at evaluating financial statements and building custom financial models used to evaluate risk and return for various stakeholders. Seeking employment that is challenging and advances skillsets while helping to meet company goals.
Overview
9
9
years of professional experience
Work History
Financial Analyst- FP&A
Northrop Grumman
03.2023 - Current
- Managed forecasting & monitoring of actual spending for Business Development & Marketing efforts for new business through custom models & traditional reporting metrics
- Managed Cash Model for FP&A reporting that showed Accounts Receivables & Accounts Payables for programs and their vendors
- Completed various ad hoc projects such as building a financial reporting and forecasting model that shows total project cost utilizing labor rates and non-labor costs
- Created forecasting models to compare variances of actuals vs forecast
- Monitored & analyzed Risk Work Authorizations & Key Awards for report that was submitted to division on a monthly basis
- Responsible for working with Programs to update monthly/annual forecasts, understand and communicate key drivers to Business Management Leads
- Responsible for loading forecasts for Business Development projects in Cognos TM1 on a monthly basis
Director
Gantry Inc.
09.2022 - Current
- Sourced financing for $6M+ in Commercial Real Estate Loans by working with clients to structure loan requests that fit their business plan.
- Created comprehensive loan packages for lenders using PowerPoint.
- Conducted financial modeling and analysis using Excel formulas to determine present & future values of properties.
- Evaluated clients financial and operating statements, rent rolls and renovation budgets to effectively structure loan request.
- Interacted with +25 potential clients daily to discuss commercial financing needs and current market conditions.
Associate
Gantry Inc.
07.2019 - 08.2022
- Evaluated operating statements, construction/renovation budgets and business plans of prospective borrowers.
- Prepared financial models in Excel for prospective lenders, structured loan packages in PowerPoint.
- Assisted with closing $1.3B+ of commercial loans.
- Created custom financial analysis models in excel to forecast potential earnings of properties and accurately demonstrate risk level to lenders.
Loan Administrator
Gantry Inc.
08.2017 - 07.2019
- Assisted all aspects of loan servicing, which included annual property financial analysis, property inspections, property insurance compliance reviews, and tax verification for institutional lenders and life insurance companies with an aggregate loan servicing portfolio exceeding $17B.
Intern - Loan/Financial Analyst
Sunrise Mortgage & Investment Company
05.2016 - 08.2016
- Performed annual financial analysis and generated property reports for loan servicing department.
- Assisted with underwriting for loan production team.
Education
Bachelor of Science - Finance, Business Administration
Northern Arizona University
Flagstaff05.2017
Certificate in Investments - Finance
Northern Arizona University
Flagstaff, AZ05.2017
Skills
- Advanced Financial Analysis
- Proficient in Microsoft Suite (Excel, PowerPoint, Word)
- Proficient with Cognos TM1
- Expense and Revenue Analysis
- Evaluating Capital Projects
- Financial Modeling (Excel)
- Preparing Budgets & Forecasting Trends
- Financial Statements Expertise
- Market Condition Assessments
- Strong Communication Skills (Social, Verbal, Written)
Continued Learning
Udemy Courses:
SQL for Data Analysis - SQL Server, Power BI Master Class, FP&A Foundations
Microsoft Power BI Data Analyst Course:
Course PL-300T00-A: Microsoft Power BI Data Analyst
Timeline
Financial Analyst- FP&A
Northrop Grumman
03.2023 - Current
Director
Gantry Inc.
09.2022 - Current
Associate
Gantry Inc.
07.2019 - 08.2022
Loan Administrator
Gantry Inc.
08.2017 - 07.2019
Intern - Loan/Financial Analyst
Sunrise Mortgage & Investment Company
05.2016 - 08.2016
Bachelor of Science - Finance, Business Administration
Northern Arizona University
Certificate in Investments - Finance
Northern Arizona University
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