Variance reporting
ALEXANDER N. CROSBY
Financial Analyst
Encinitas
Summary
Seasoned Financial Analystl offering over five years of experience in financial analysis, project, investment banking, and accounting in both the public & private sector. Develops robust financial models & forecasts to deliver unique operational insights to key stakeholders. Builds cross-departmental relationships to create impact and meet organizational goals.
Overview
6
6
years of professional experience
6
6
years of post-secondary education
Work History
Program Financial Analyst
Mental Health Systems
2019-02 - Current
- Developed yearly budgets and performed variance analysis, projections, breakeven analysis, and ad-hoc analysis in conjunction with various departments.
- Implemented AppFolio Property management system to track & analyze budgets for 500+ units and over $500k of monthly cash flow.
- Communicated key financial information to company executives through monthly budget reviews.
- Executed journal entries in compliance with GAAP standards and assisted with year end closing duties.
- Managed timely & accurate monthly submission of program cost reporting to various key stakeholders.
Corporate Development Manager
Athenium Analytics
2018-09 - 2019-01
- Performed industry-specific research related to M&A activity & valuation for over 50 companies.
- Developed financials model and SaaS KPI dashboard, including MRR and revenue recognition models.
- Assisted CEO with special projects, event coordination, and non-profit fundraising strategies and finalize quarterly board presentations and additional materials as needed.
Project Officer
YMCA Social Impact
2015-03 - 2017-10
- Managed 5-member team to develop business plan to launch “Meals for Social Housing” program.
- Spearheaded community outreach & fundraising efforts for “Adopt-a-School” Program, including building relationships with decision-makers & preparing marketing materials.
- Secured $15,000 grant from Cummins while co-leading Six Sigma project to expand "Schools Breakfast Program" past its 90 school footprint in SE QLD.
- Completed ad-hoc financial models in Microsoft Excel, highlighting benefits of new and existing programs and adding operation insights.
Board/Committee Member
The Carolyn Foundation
2015-01 - Current
- Perform grant analysis & evaluation for 3 committees including environmental & community committees.
- Review over 10 nonprofits per cycle to ensure maximum community impact & organization fit.
- Member of Strategic Workload committee that reduced volunteer workload by over 50 percent leading to increased engagement.
Investment Banking Analyst
MedDX Capital Advisors
2012-11 - 2016-02
- Analyzed financial data, including private placement financing and M&A transactions.
- Create bi-weekly competitive analysis reporting system for multiple clients, that included financial data and comparable transaction analysis for over 60 key competitors.
- Developed proprietary market index and report for diagnostics companies, including recent M&A and private placement transactions with comparable analysis and valuation for quarterly distribution.
- Conducted research on buy and sell-side M&A transactions and A-C round capital raising, including working directly with clients to create target lists and marketing materials to complete various transactions.
- Managed complex Salesforce database project with more than 1,000 medical diagnostics companies, including leading team of 3 interns to perform research; also created tracking system in Salesforce.
- Completed ad-hoc financial analysis for clients to help better understand financing, pricing, and valuation, including support, preparation and analysis of complex financial models.
Education
Master of Arts - Economics
University of Queensland
2015-02 - 2017-07
Bachelor of Arts - Business Management Economics
The University of California
2008-09 - 2012-03
Skills
Revenue trend analysis
Business operations analysis
Advanced financial analysis
Financial statements expertise
Project Management
Microsoft Excel
Budgeting
Accounting
Financial Reporting
Financial Analysis
Balance Sheets
Account Reconciliation
Due Diligence
General Ledger Accounting Expertise
Strategic Financial Planning
Timeline
Program Financial Analyst
Mental Health Systems
2019-02 - Current
Corporate Development Manager
Athenium Analytics
2018-09 - 2019-01
Project Officer
YMCA Social Impact
2015-03 - 2017-10
Master of Arts - Economics
University of Queensland
2015-02 - 2017-07
Board/Committee Member
The Carolyn Foundation
2015-01 - Current
Investment Banking Analyst
MedDX Capital Advisors
2012-11 - 2016-02
Bachelor of Arts - Business Management Economics
The University of California
2008-09 - 2012-03