Shawn Cavender
Los Angeles,CA
Summary
Results-oriented Analyst skillful in managing and breaking down large volumes of information. Proactive at heading off issues in operations, workflow and production by uncovering trends affecting business success. Ready to help team achieve company goals.
Overview
8
8
years of professional experience
Work History
Accounting Assistant
The Job Shop
01.2022 - 05.2024
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Used accounting software to prepare weekly and monthly financial reports.
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Checked general ledger entries to increase accuracy, prevent significant errors and identify adjustments.
- Completed payroll functions to facilitate accurate and prompt staff payments.
- Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
- Coordinated office supply and shop materials ordering to avail materials for streamlined operations.
Project Finance Analyst
Sumitomo Mitsui Banking
06.2017 - 05.2019
- Supported three project finance industry groups: Power, Natural Resources, and Public/Infrastructure
- Conducted quarterly and annual reviews for all three entities' portfolios
- Managed a variety of systems and procedures as they related to the borrowers in the areas of internal grading, reviews and other ad hoc projects
- Contributed to the bank's bidding process - prepared sensitivity analysis, drafted credit applications, and conducted due diligence for $35MM in public and private partnership infrastructure financing
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
- Validated results and performed quality assurance to assess accuracy of data.
- Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
- Queried databases for information needed for report processing.
Portfolio Analyst Intern
Payne Capital Management
01.2017 - 05.2017
- Kept up-to-date on market trends, regulatory changes, and industry news to inform investment decisions.
- Improved investment strategies for clients by consistently monitoring and adjusting portfolio allocations.
- Provided strategy advice to high net worth clients.
- Conducted regular meetings with clients to review portfolio performance, address concerns, and offer recommendations for adjustments as needed.
Portfolio Structuring Intern
AXA ADVISORS, LLC
05.2016 - 08.2016
- Serviced client investment accounts by preparing presentation portfolios and client statements using Salesforce, Morningstar and other research and investments applications
- Assisted asset manager with client facing items while working directly with individuals in the financial sector to implement sophisticated financial strategies and vehicles
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
Education
Master of Arts - Architecture
CUNY - City College Of New York
New York, NYBachelor of Science - Finance
Fordham University - Gabelli School of Business
The Bronx, NY05.2018
Skills
- MS Excel, Adobe Creative Suite, Quick Books, Microsoft OS, Python, Java, Cash Flow and DCF Financial Modeling, Bloomberg Essentials
- Team Collaboration and Leadership
- Documentation And Reporting
- Project Management
- Excel proficiency
- Data Research and Validation
- Risk Analysis
- Report Preparation
Timeline
Accounting Assistant
The Job Shop
01.2022 - 05.2024
Project Finance Analyst
Sumitomo Mitsui Banking
06.2017 - 05.2019
Portfolio Analyst Intern
Payne Capital Management
01.2017 - 05.2017
Portfolio Structuring Intern
AXA ADVISORS, LLC
05.2016 - 08.2016
Master of Arts - Architecture
CUNY - City College Of New York
Bachelor of Science - Finance
Fordham University - Gabelli School of Business
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