WILBERSON THEODORE

Phone (518) 268-7963  theodorewilberson@gmail.com

SUMMARY OF QUALIFICATIONS
 Dependable and conscientious, accurate at detail work.
 Ability to multi-task and work in rapid development environments.
 Ensures quality and timeliness of team deliverables are consistent within segment of responsibility.
 Demonstrated track record providing comprehensive financial forecasting, budgeting, and analysis.
 Knowledge in foundation of risk management and insurance.
 Problem resolution experience requiring strong financial analytical skills, sound judgment and ability to work
effectively with clients and technical staff.

EDUCATION
 SUNY OSWEGO Oswego, NY
 Bachelor of Science: Business Administration December 2018

WORK EXPERIENCE

NATIONWIDE - Troy, NY
Financial Analyst August 2019 – Current

 Compiled data to generate financial statements including cash flow, P&L, and balance sheet for review by
management.
 Achieved customer satisfaction rating of 95% within three months, exceeding company's stretch target of 90%.
 Utilized Data Mining techniques and advanced Microsoft Excel skills VLOOKUP, Index Match, Countif, sorting, &
filtering functions to trained 3 interns on financial modeling.
 Developed excel macro and standardized reporting templates, resulting in efficient data collection and a 35% reduction
in turnaround time.

SUNY OSWEGO - Oswego, NY

Investment Consultant February 2016 - May
2019

 Led and educated 23 team members with investment products, advice, and planning.
 Developed detailed spreadsheets to identify trends and created revenue, portfolio profitability increased by 50%.
 Organized financial analysis, market research, and due diligence filings materials for potential investors.
 Acquired further knowledge of various investment approaches and strategies through fostering collaborative
environment.
 Promoted within 12 months due to strong performance and organizational impact.
 Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing
overseas partners.
 Educated clients on various financial matters and provided professional recommendations on investment opportunities,
products and services based on each clients' individual needs.

ADDITIONAL SKILLS
 Advanced Microsoft Excel Skills including PivotTables, VLOOKUP, INDEX/MATCH
 Self-Motivated/ Self-Starter
 SQL Statement Fundamental
 Teamwork/ Collaboration
 Verbal & written communication
 Excellent interpersonal skills
 Language: French
 Interests: Investing, Kickboxing, Blockchain, Internet of things.
 Strong Communication & Technical skills
 Responsible, dependable, quick learner