Kristopher Galvan
Van Nuys
Summary
Analytical and bilingual finance professional with 5+ years of experience in capital markets, business operations, and accounting. Proven ability to assess risk, evaluate investment opportunities, and optimize business processes through data-driven insights. Adept at managing financial transactions, performing variance analysis, and leveraging tools like Salesforce and Excel to drive strategic decisions. Seeking to bring financial expertise and strategic thinking to a Private Equity, Financial Analyst, or Business Analyst role.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Account Manager - Financial Services
Premium Merchant Funding
Encino
10.2023 - Current
- Originated and structured capital funding solutions for clients across sectors, including commercial real estate, SBA 7A loans, equipment finance, and asset-based lending.
- Performed client creditworthiness and risk assessments to qualify opportunities in line with portfolio objectives.
- Conducted financial analysis using internal metrics and CRM insights to recommend funding strategies and optimize ROI.
- Negotiated deal terms and closed transactions, contributing to monthly revenue targets and team KPIs.
- Maintained clean CRM records to track client behavior, pipeline progress, and market trends.
Business Specialist - B2B Solutions
Apple Store
Sherman Oaks
02.2022 - 10.2023
- Advised small-to-mid-sized businesses on technology investments aligned with growth and productivity goals.
- Facilitated data-driven business briefings to assess operational needs and recommend solutions for workflow optimization.
- Tracked business performance metrics to improve client engagement and retention.
- Strengthened client relationships through proactive outreach, upselling, and customized support.
- Collaborated cross-functionally with internal teams to drive operational efficiency and customer satisfaction.
Cost Accounting Clerk
GGF & LLP Accounting Firm
Encino
04.2018 - 02.2022
- Oversaw purchase order management and inventory accounting, balancing high-volume transactions and cost allocations.
- Prepared and reconciled financial reports including P&L statements, balance sheets, and risk exposure assessments.
- Supported audits and investment evaluations by analyzing ledger data, variances, and spending trends.
- Partnered with AP and bookkeeping teams to ensure compliance with GAAP and internal financial controls.
- Played a key role in optimizing reporting processes, reducing month-end close time by 15.
Education
MBA - Finance
PEPPERDINE GRAZIADO BUSINESS SCHOOL
Malibu, CA08-2027
BBA - Business Analytics
CAL STATE UNIVERSITY OF NORTHRIDGE
Northridge, CA05-2023
Associate of Arts - Accounting And Finance
LOS ANGELES MISSION COLLEGE
Sylmar, CA05-2020
Skills
- Financial Modeling & Analysis
- Capital Markets & Lending Structures
- Private Equity & Investment Evaluation
- Risk Assessment & Mitigation
- CRM & Data Analytics
- Business Process Optimization
- Client & Stakeholder Management
- Strategic Forecasting
- Contract Negotiation & Deal Structuring
- GAAP Principles & Financial Reporting
Languages
- English, Fluent
- Spanish, Fluent
Certification
- Decision-Making and Scenarios
- Modeling Risk and Realities
- Fundamentals of Quantitative Modeling
- Introduction to Spreadsheets and Models
Languages
English
Professional
Spanish
Professional
References
References available upon request.
Timeline
Account Manager - Financial Services
Premium Merchant Funding
10.2023 - Current
Business Specialist - B2B Solutions
Apple Store
02.2022 - 10.2023
Cost Accounting Clerk
GGF & LLP Accounting Firm
04.2018 - 02.2022
MBA - Finance
PEPPERDINE GRAZIADO BUSINESS SCHOOL
BBA - Business Analytics
CAL STATE UNIVERSITY OF NORTHRIDGE
Associate of Arts - Accounting And Finance
LOS ANGELES MISSION COLLEGE
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