Brandon Faktor

My journey across various sectors has honed my financial analysis skills, enabling me to blend deep technical expertise with the essential interpersonal abilities to lead teams through complex analyses. This unique combination allows me to uncover and implement innovative financial solutions, addressing both new and longstanding challenges. Collaborating with me means gaining a partner who is constantly seeking out and applying novel approaches to enhance financial strategy and performance.

Work Experience

Financial Analyst/Manager

iHeartMedia (April 2024 – Present)

Enhanced FP&A efficiency and financial modeling accuracy, supported senior leadership through strategic consulting and data analysis, and implemented comprehensive financial programs, resulting in improved expense management and revenue growth.

Workplace Planning Consultant

Fidelity Investments (March 2023- March 2024 )

Applied financial analytics to formulate tailored retirement and investment strategies, enhancing client financial trajectories and satisfaction levels.

Workplace Planning Associate

Fidelity Investments (July 2022 – Feb 2023)

Catalyzed business growth and fortified customer relations by strategically boosting client engagement and lead conversion.

Google Territory Analyst & Manager

Mosaic Sales Solutions (on behalf of Google) (Nov 2016 – Aug 2021 )

Championed profitability and sales expansion by steering financial strategies, informed by market trends and rigorous analysis.


Skills

Technical Proficiency

Advancing Financial Insights with Cutting-Edge Analytics and Tech

  • Excel
  • Salesforce
  • R
  • Python
  • SAP ERP
  • Tableau
  • Alteryx
  • Power BI
  • SQL
  • Jira, Asana, Trello

Analytical Excellence

Skilled in quantitative data analysis guide decision-making.

  • Quantitative data analysis
  • Financial modeling (including P&L and 3-statement models)
  • Investment analysis
  • Forecasting
  • Valuation
  • Cash flow management
  • Financial statement analysis
  • Financial Reporting
  • GAAP principles
  • Strategic planning
  • Cost analysis

Strategic Financial Analysis

Proven track record of applying detailed-oriented analysis to enhance financial performance, risk management, and strategic growth initiatives, significantly improving operational and financial outcomes.

Why Choose Me

Proven Analytical and Technical Expertise

Demonstrated exceptional ability in financial modeling, investment strategy development, and data-driven decision-making using advanced software tools like Excel, Salesforce, R, Python, and Tableau. Achieved remarkable outcomes, such as a 100% client interaction score, operational excellence with a 100% error-free record, and significant contributions to business growth through strategic analysis.

Outstanding Financial Planning and Strategy Execution

Excelled in optimizing financial plans aligned with clients’ risk tolerance and goals, outperforming national averages in guiding clients towards goal-aligned investment strategies, and facilitating over $10 million in quarterly cash flow through targeted business analysis and strategic Salesforce CRM usage.

Strong Leadership and Communication Abilities

Successfully led and managed comprehensive financial performance and market strategies across various roles, achieving over 110% YOY profitability increase and a 25% sales efficiency boost, alongside pioneering cross-functional initiatives that resulted in significant revenue growth, market penetration, and operational efficiency improvements.

Applied Derivatives Project

Projects

Applied Financial Management – Case Studies

Lets Connect!

www.brandonfaktor.com

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