David Bockol Email & Phone Number

Blue Bell, Pa

• Analyzed financial metrics to measure performance and identify recent business trends• Communicated emerging business trends to management• Evaluated revenue, expense, income, cash flow, leveraging, liquidity, asset turnover rates• Completed weekly financial reports for some of the company’s largest clients

Hatboro, Pa

• Budgeted for all business units in one of the largest company division• Created financial models that forecast revenues and analyze primary profit drivers• Provided business leaders strategies to optimize potential growth opportunities• Monitored key performance indicators and identified emerging business trends• Leveraged business modeling techniques such as net present value, internal rate of return• Evaluated acquisition targets using financial models that analyze net present value• Streamlined reporting process to efficiently generate weekly, monthly, annual reports• Tracked sales performance by producer and marketing segment• Created database used nationwide to price and underwrite products• Extensive database mining skills using Access, Qlikview, Cognos, Excel

Malvern, Pa

• Completed weekly and monthly financial statements• Reported daily net asset values and yields• Reconciled general ledger accounts and researched variances• Researched and analyzed mutual fund performance

Harleysville, Pa

• Analyzed profitability of products based on statistical model• Developed pricing proposals to improve profitability and competitiveness• Reviewed pricing proposals with senior management • Tracked industry pricing trends and communicated implications to business leaders

Bachelor Of Arts (Ba), Liberal Arts And Sciences

Masters In Business Administration (Mba), Finance