Position: Financial analyst
Category: Other
English level: fluent
Years of experience: 10

2023 - ACCA Certificate in International Financial Reporting
2023 - IBM Data Analyst Professional Certificate
EDUCATION:
November 2022 - January 2023 - ACCA Certificate in International Financial Reporting
October 2022 - January 2023 - IBM Data Analyst Professional Certificate
July 2022 – November 2022 – online course “UA Business Analysis Lab” (Epam)
2008 – Master’s degree in Economics after graduating summa cum laude. Ivan Franko National University of Lviv

WORK EXPERIENCE:
October 2019 – Present – Member of the Board of the Non-Governmental Pension Fund “Dnister”
January 2015 – Present – Head of asset management department in “Asset management company “Portfolio investments” LTD 
Main functional responsibilities:
1.	Overall management of the department;
2.	Negotiations with partners and potential investors;
3.	Leaded the company’s transition to reporting, using iXBRL scheme, according to IFRS.
February 2012 – December 2014 – Asset management specialist in “Asset management company “Portfolio investments” LTD 
Main functional responsibilities:
1.	Fundamental financial analysis of a company’s performance;
2.	Analysis of securities (shares, bonds etc), purchasing financial assets, financial conditions of commercial banks and portfolio management;
3.	Cooperation with traders, commercial banks and owners of financial assets, investors, regulative bodies;
4.	Financial planning and budgeting, cash flow forecasting (forecasting cash flows of the company);
5.	Preparation of reports and investment memorandums for the clients and management of the company, preparation of accounting reports for the regulative bodies;
6.	Overall macroeconomic and industry analysis; writing of analytical materials and preparation of investment presentations;
7.	Expanded the company’s investment portfolio to $100 mln;
8.	Completing and analysis of investment portfolios;
9.	Rebalanced and expanded investment portfolio of non-governmental pension fund;
10.	Leaded the process of development of methodology and evaluation of assets according to IFRS;
11.	Investment analysis (NPV, IRR, Comparative valuation, DCF etc)
September 2008 – January 2012 – Economist in “Asset management company “Portfolio investments” LTD
2011 – certified specialist of Ukrainian fund market (certificate of NSSMC, valid to November 2023)

HARD SKILLS:
Advanced experience in data analysis and visualization tools – Power Query and Power BI. Hands-on experience with MS office - MS Word, MS Excel, Power Point etc. 
Experience in Power BI and IBM Cognos Analytics.
Basic knowledge of SQL and Python for data analysis.