Thomas Wilke - Principal Resume Simple
SUMMARY
Financial services professional with over 7 years of experience in the financial industry, including investment banking, and investment management. Proven track record of delivering top performance.
SKILLS
  • financial planning, modeling, communication, budgeting, venture capital, fundraising, planning, business development, accounting, financial modeling, budget, investments
  • audit, due diligence, business plans, marketing, administrative, reporting, presentations
WORK EXPERIENCES
  • 2017-12-252017-12-25

    Principal

    Wellington Management Company

    • Budgeting, financial planning, business development, and economics. Manage and review all investment proposals. Maintain and update the investment Committee.
    • Lead financial planning and economics for the development of a new business unit. Responsible for the creation of the annual operating plan and quarterly forecast.
    • Provide financial modeling and support for the development of the annual budgets and quarterly forecast for the real estate and legal entities.
    • Managed the financial planning and accounting for a multi-million dollar private equity venture with a focus on the development of a new fundraising and marketing campaign.
    • Managed the financial planning and budgeting for a $1.5M portfolio of a large private equity fund. This included the development of a new investor relations and communication system.
    • Create and manage annual budget and quarterly forecast for real estate investments. Prepare and present financial results to the Board of Directors.
  • 2017-12-252017-12-25

    Sales Associate

    Verisk Analytics

    • O conduct presentations to the Board of Directors on the importance of the business plan, audit and marketing, and due diligence.
    • O provide administrative support to the Director of reporting and other departments. Prepare and present financial information to the Board of Directors.
    • O develop business plans and financial models for the company. Work with the CEO to create and implement a new financial model.
    • Prepare and analyze monthly financial statements and supporting schedules. Review and approve journal entries. Reconcile bank accounts. Assist in the preparation of the annual budget.
    • Manage the day-to-day operations of the company, including the development of a new client base, and the creation of a new business.