Ollie Davis Email and Phone Number

Partnering with business leaders to blend strategic finance and data analytics to overcome commercial challenges. Working with sales, legal, and other teams to steer the business towards internal goals. My team and I leverage SQL, AI, and data analytics to drive decision making for the Americas.

Led efforts to provide accurate, timely financial reporting and business metrics to operating teams, company leadership, and various business groups. Prepared investment performance reports, including return metrics, valuations, proforma variance, and benchmarking. Supported quarterly SEC earnings releases and regulatory filings. Maintained and developed financial models and ROI analyses for strategic initiatives, supporting monthly and quarterly variance analysis. Utilized data visualization tools and SQL for reporting and analysis enhancements. Collaborated with functional departments, partnered with IT, Accounting, and Finance for ERP system implementation, and worked with acquisitions and development teams on transactions and analysis.

Synthesized comprehensive market research and developed strategic proposals, collaborating with senior leaders to secure new business opportunities. Designed and maintained customized equity strategies tailored to client requirements, leveraging in-depth analysis of market trends and financial metrics. Coordinated closely with the Portfolio Manager to optimize trade execution and ensure alignment with investment objectives, enhancing portfolio performance and client satisfaction.

Developed and implemented quantitative investment strategies to optimize portfolio performance. Conducted financial modeling and sensitivity analysis to forecast results and assess investment opportunities. Created data-driven presentations for stakeholders, highlighting key insights and recommendations. Performed market research and analysis on equities and fixed income securities, utilizing advanced statistical and financial tools. Monitored market trends and economic indicators to inform investment decisions and risk management.