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Skills

  • Presentation skills
  • First Aid/CPR
  • Forecast Accuracy Enhancement
  • Process improvement
  • IFRS knowledge
  • Communications
  • Business operations
  • Stakeholder management
  • Variance analysis
  • Organization

Work Experiences

  • Advised high-net-worth individuals on strategy.
  • Analyzed quarterly P&L statements for various divisions, presenting actionable insights that contributed to a 59% year-over-year revenue growth.
  • Collaborated with metric customers to determine their needs and deliver framework service.
  • Achieved 2% efficiency gains.
  • Analyzed quarterly P&L statements.
  • Created and presented new investment proposals.
  • Assisted in preparing monthly financial reports.
  • Advised the finance lead on restructuring debt obligations.
  • Collaborated with cross-functional teams.
  • Assessed the financial viability of launching system.

Summaries

  • Assistant Financial Analyst with 8+ years of experience in creating dynamic Excel-based models and improving operational efficiencies, delivering a 73% reduction in budget process time for Summit Group.
  • Presentation, relationship-building, and organizational abilities are all important.
  • Advised on optimal strategies for acquisitions.
  • Talented Portfolio Manager with 13+ years of proactive fund proposal experience.
  • Assistant Financial Analyst with 13+ years of experience.
  • Assistant Financial Analyst with a focus on budgeting accuracy.
  • Assistant Financial Analyst specializing in due diligence and risk management.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Assistant Financial Analyst with a demonstrated ability to enhance budgeting accuracy and streamline auditing processes, saving Beacon Labs $10 annually through improved rate modeling.
  • Assistant Financial Analyst with an exceptional ability to analyze and report on key financial metrics, keeping budgets within 10% of approved limits and identifying opportunities for efficiency gains.

Accomplishments

  • Prepared cash flow forecasts for finance, preventing cash shortages and optimizing short-term investments to generate 45% yield.
  • Supported the finance team in reconciling discrepancies in accounts, resulting in balanced books at quarter-end with Salesforce.
  • Collaborated with senior analysts in conducting valuation analysis for process, contributing to a $139,000 deal completion.
  • Documented and resolved framework which led to metric.
  • Developed and automated Excel dashboards for real-time financial metrics tracking, reducing reporting time by 31%.
  • Prepared quarterly investment performance reports for senior management, highlighting key trends and actionable investment opportunities.
  • Resolved product issue through consumer testing.
  • Assisted in the reconciliation of complex general ledger entries, ensuring zero discrepancies during year-end audits.
  • Utilized advanced Excel functions and pivot tables to streamline the analysis of monthly P&L statements, reducing review times by 10 hours.
  • Assessed the cost structures of Tableau and identified potential areas for improvement, driving a 7-year profitability projection.

Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • Global Financial Markets Association (GFMA)
  • Certified Financial Planner (CFP) Board
  • National Association of Personal Financial Advisors (NAPFA)
  • Financial Planning Association (FPA)
  • Certified Management Accountant (CMA) Credential
  • Corporate Finance Institute metric Member
  • International Federation of Accountants (IFAC)
  • Project Management Institute
  • Association of Certified Fraud Examiners (ACFE) Member

Certifications

  • Certified Information Systems Auditor (CISA)
  • Mastering Financial Statements Certification Workday
  • Certified Public Accountant
  • Certified Public Accountant (CPA)
  • Certified Government Financial Manager (CGFM)
  • Advanced Pivot Tables and Data Analysis Techniques Certification QuickBooks
  • Financial Planning and Wealth Management Certification Brightline
  • Anti Money Laundering (AML) Specialist Certification
  • Certified Analytics Professional (CAP)
  • Certified in the Use of Financial Software framework

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