Ernest V.
Skills
Investing
Fixed Income
Bonds
Trading
Middle Office
Business Analysis
FP&A
Financial Planning and Analysis
Investment Banking
Program Management
Strategy
Strategic Planning
Energy
Energy Markets
Business Development
Market Data
Information systems
Data Analysis
Financial Analysis
Client Recommendations
Stock Picking
Bond Picking
Client Service
Client Presentations
Business Manager
Chief of Staff
Financial Planning
Portfolio Management
Trading
Performance review
advisory
Financial modeling
Valuation
Crypto Currencies
Digital currencies
blockchain
Payments
Proposals
management reporting
Modeling
Product development
management
market research
About
Dear Hiring Manager,
Please consider my resume for the position you are hiring for.
My last work experience was as a registered Investment Advisor at a very small shop, where I was responsible for refreshing customer portfolios, drafting proposals, and contacting and explaining the proposals to clients. This was a great learning experience to have exposure to this side of the financial services and I am grateful for the opportunity that was provided to me, only see several clients move their accounts out of the firm in a short period of time and create a situation where I was last-in-first-out. I am now looking to leverage all of my extensive experience into a new role.
I worked at Polarium Energy Solutions in FP&A and Strategy. While my job was wide in scope, many of my responsibilities are similar to those posted on your company website. Prior to my time at Polarium, I worked at Panasonic in Program Management and Corporate Strategy roles, and before that, I spent 15 years at DeutscheBank Securities in various roles in Capital Markets within the organization's investment bank.
While at Polarium, a pre-IPO startup in the industrial energy storage space, my main functions were to provide financial analysis for the company’s P&L, lead the budget process and provide modeling for deal structure in support of sales activities. I was responsible for presenting and discussing the materials regularly with the company’s C-suite, or to customers or finance partners at other points. Another important function was to write the agenda, produce timely and accurate materials, and manage follow-ups on the weekly cross-function management meeting call.
While at Panasonic, my main responsibilities were to contribute to the writing and presentation of division-wide business and strategy plans to both U.S.-based and Japan-based management, and then ultimately contributing to the implementation of the plan. Other responsibilities are examining day-to-day issues with line managers in search of efficiency improvements, writing the agenda for and leading the group-wide weekly update calls, the creating and maintaining of dashboards and other summary reports for presentation to management, and providing due diligence and other materials for Panasonic’s M&A, strategic investments and partnerships.
In my time at DeutscheBank, I have gained 15 years of banking experience in Fixed Income, Futures and Options, Syndicate issuance, and other areas. I have managed people and process in a trading floor environment with exposure to many products and securities in the Capital Markets space, working with other banks, hedge funds, pension funds, the US Treasury & Federal Reserve, corporate customers and other entities.
My experience in FP&A, Strategic Planning, Program Management, banking, and investing will benefit your group in three key ways:
• 15 years’ experience in Financial Operations at a major investment bank as well as experience as a registered Investment Advisor
• FP&A and Strategic planning experience in mature and start-up sized organizations along with experience in operating and presenting to the C-level and other executives
• Strong history of delivering materials, and projects and managing teams using advanced levels of Excel and PowerPoint to all areas of the organization
These are just a few examples of my accomplishments and responsibilities at Makrod, Polarium, Panasonic, DeutscheBank. I hope that you will find that this brief view, in combination with the attached resume, describes a professional with the experience and skills to meet or exceed the requirements for the position you are hiring for.
Sincerely,
Ernest Volkmann