Paul Francis Email & Phone Number

Indianapolis, Indiana, United States

Indianapolis, Indiana Area

Muncie, Indiana

• Perform market research and analysis to drive the strategic vision of the organization
• Based on market research and collaboration with internal and external stakeholders, gather and define business and technical requirements
• Designed, defined business and technical requirements, and implemented a new banking portal with a team of software developers and quality assurance personnel
• Collaborate with technical and functional leaders to develop the company’s product strategy and vision
• Define, plan and build product road-maps across the organization
• Define, coordinate and execute new release process

Indianapolis, Indiana Area

• Interact with executives and business professionals within ultra-high net worth financial institutions to address and solve their investment operations and accounting needs related to Archway Technology’s proprietary.
• Lead and interact with other client relations members
• Collaborate with internal stakeholders including product design, software development and system architects to plan and design new software functionality and its effect on financial and accounting principles within the.
• Design, document, test and execute requirements to software developers for third-party institution integrations within Archway's proprietary software application and specify how each function should interact with the.
• Integrate multiple enterprise systems to document business processes and workflows
• Develop, document and present new business processes to directors and executives

Houston, Texas Area

• Analyze feasibility of new products; including completing financial modeling, market analysis and profitability analysis (ROI, breakeven, etc…) of such products
• Determine market needs and margin analysis for previous, current, and future projects and products
• Perform global market analyst functions; including, but not limited to, competitive analysis, industry outlook and macro-economic analysis of the industry
• Create cost models to analyze cost of labor, equipment and processes to establish, measure and report on budgets for respective departments
• Forecast revenue, margin, operating income and other financial metrics organization wide
• Document business requirements and translate into technical requirements for third party development firms

Indianapolis, Indiana Area

• Series 7 and Series 63 Licensed Registered Representative
• Stock, mutual fund, ETF and Options Broker
• Responsibilities included placing trades, uncovering business development opportunities and discussing latest market trends with clients
• Analyzed investment portfolios in order to explain risks associated with different investment classes to ensure proper diversification and asset allocation
• Provided investment guidance to help individual investors make more informed investment decisions
• Examined investment options using fundamental and technical analysis.

Muncie, Indiana Area

• Analyzed and valued equities using financial analyst modeling techniques including dividend growth, holding period return, residual income, market multiple, enterprise valuation, free cash-flow models)
• Valued organizations using above methods and also using financial statement analysis
• Collaborated with team of 2-5 other members for constructive feedback on analysis
• Presented Buy/Sell/Hold recommendations on equities
• Constructed written reports on each equity
• Presented portfolio performance to Ball State Foundation Board Members

Bachelor Of Science, Finance

Activities and Societies: Financial Management Student OrganizationConcentrations within finance major include: 1) Financial Analysis 2).

Bachelor Of Science (B.S.), Entrepreneurship/Entrepreneurial Studies

Activities and Societies: Collegiate Entrepreneurship Organization- Graduated from Ball State University's distinguished entrepreneurship.

Education record