Derek Drayer Email & Phone Number

Louisville-Jefferson County, Kentucky, US

Louisville-Jefferson County, Kentucky, US

• Financial Planning & Analysis (FP&A)
• Investor Relations (Board materials & ad hoc request)
• Fundraising & debt management
• Corporate Development & General Strategy
• Implemented new processes for accounts payable, invoicing, and credit card management

London, Greater London, GB

• Helped establish a Go-To-Market Strategy for a warehouse IoT startup
• Created a multi-year financial forecast and an internal tool for creating customer pricing quotes

Durham, NC, US

• Provided financial performance reporting for monthly board meetings at growing SaaS company
• Helped Implement new accounting software (Intacct), financial planning software (Adaptive Insights), and expense reporting software (Nexonia)
• Responsible for revenue related reporting internally in salesforce and other offline spreadsheets
• Provided monthly bookkeeping support

Zurich, CH

• Built and maintained forecasting models on the Investment Bank’s operational expenses and profitability
• Creates financial analysis presentations for executive management (CEO, CFO, COO), external auditors, and supervisory entities
• Collaborated with IT to move excel based reports to new data visualization software (Tableau)
• Performed cost accounting analysis to identify areas for improvement and correct possible errors

Zurich, CH

• Assisted on the expense and fee settlement for M&A, Loan, and Capital Market underwriting products
• Produced monthly budget reports for industry coverage and product groups
• Created reports in Business Objects to identify expenses available for recovery
• Communicates daily with bankers from the Analyst to MD level across the globe.
• Produced report in Business Objects to identify expenses available for recovery

Zurich, CH

• Part of Control Services team monitoring risk within Investment Bank.
• Led projects to minimize risk of users with access to move funds & assets globally.
• Provided oversight of funds moving in and out of the bank against sanctioned entities / countries
• Responsible for reconciling accounts for senior management & checking reconciliations done by colleagues to send to regulators.

Lexington, KY, US

• Compiled a workbook on Excel to help employees familiarize themselves with the company’s innovative new 401K plan, by computing the percentage of a successful retirement given an individuals specific information
• Gained an in-depth understanding of how to plan for a successful retirement by using a target retirement date, risk tolerance level, and active management

Louisville, Kentucky, US

Assisted professional brokers by completing research on various stocks and funds to help with allocation decisions. Produced and improved presentations for the brokers to use for meetings with clients

Learned and utilized banks processes and systems to perform consistently to customers expectionsSuccessful balanced cash drawer daily of $20,000Gained valuable customer service experience through carrying out full range of Bank Teller duties

Handled inventory at several large grocery stores in a day and held responsible for sufficient amount of product on shelves and displaysOrganized inventory in small designated area backroom of storesRecorded and analyzed store products for inventory control

Master Of Business Administration - Mba

Mba Summer Immersion

Bsba, Finance

Education record

Education record