Summary
Overview
Work History
Education
Skills
Timeline
Generic

Keith Navarro

Rooty Hill,NSW

Summary

Motivated and results-driven finance graduate seeking a challenging role in equity investments. Offering experience in financial analysis, analytical research, data interpretation, and client relationship management, with a proven ability to drive efficiency, deliver successful outcomes and collaborate within cross-functional teams.

Overview

6
6
years of professional experience

Work History

Credit Quality and Coaching Analyst /Pricing Analyst

OnDeck Capital Australia
12.2023 - Current
  • Influenced in the development and implementation of credit policies and procedures to mitigate risk.
  • Perform control monitoring and analysis for the credit team by reviewing credit applications.
  • Perform extensive analysis and prepare pitch decks and business use case presentations for senior management to improve business processes.
  • Conduct portfolio monitoring and analysis to determine key insights in loan book performance and composition.
  • Conduct pricing analysis of loan applications to determine the impact on APR and return on asset targets, and present these results to executive leadership.
  • Represent the credit team in internal dialogues with cross-functional teams in risk, sales, and product.

Summer Analyst

JP Morgan
12.2022 - 02.2023
  • Developed and automated a procedure using Alteryx to reduce the time required to perform regulatory reporting work by 90%.
  • Led a team to conduct a case study and provided recommendations to senior leadership within the firm.
  • Discuss all aspects of the financial services industry with experts in areas including equities, FX, and fixed income.
  • Performed data and relationship analysis to determine trends within the payments sector and presented these findings using Tableau to senior directors.
  • Monitor the wider market for recent news and development that may potentially have an impact on the business and industry.

Assurance Cadet

Ernst and Young
06.2018 - 06.2022
  • Conducted thorough financial analysis and audits, with specialist focus on real estate. Key clients include ESR, GIC, Aveo and CNH Industrial.
  • Collaborated with key internal and external within senior management to address concerns and implement corrective resolutions.
  • Supervised, trained, and mentored junior staff and interns within the audit process and assess the performance of staff for the purpose of grading and reviews.
  • Identify and communicate complex issues to relevant stakeholders and provide advisory services to help mitigate risks throughout the audit process.

Education

Bachelor of Commerce - Accounting And Finance

University of New South Wales
Syndey
06.2023

Skills

  • Report Preparation
  • System Analysis
  • Issue Identification
  • Root Cause Analysis
  • Strategic Planning
  • Data Modeling

Timeline

Credit Quality and Coaching Analyst /Pricing Analyst

OnDeck Capital Australia
12.2023 - Current

Summer Analyst

JP Morgan
12.2022 - 02.2023

Assurance Cadet

Ernst and Young
06.2018 - 06.2022

Bachelor of Commerce - Accounting And Finance

University of New South Wales
Keith Navarro