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Skills

  • ERP software
  • ROI analysis
  • Business Development
  • Variance analysis
  • Financial report generation
  • Attention to detail in financial audit preparation
  • Data-driven decision making
  • Adobe software
  • Advanced Excel (pivot tables, VLOOKUP, macros)
  • Corporate finance strategy

Work Experiences

  • Assisted in compiling data for financial reports.
  • Analyzed investment performance and prepared summaries to assist the portfolio manager in adjusting asset allocations.
  • Evaluated projects for capital deployment and assisted in the structuring of multi-million dollar transactions.
  • Assisted senior management in market positioning decisions.
  • Achieved ROI improvement in 6 months.
  • Coordinated with external auditors.
  • Automated manual data tracking processes using Excel.
  • Collaborated with the sales team.
  • Routine financial reports, such as program and initiative, are created by me.
  • Conducted financial modeling for market entry.

Summaries

  • Qualitative and quantitative analysis, contract management, and forecasting are all skills I have.
  • Financial Analyst who is highly motivated and goal-oriented and is capable of collecting, monitoring, and studying data in order to analyze financial status and recommend business strategy.
  • Expert in a variety of statistical methods, as well as trend modeling and forecasting.
  • Adept at managing accounts payable/receivable, ensuring timely and accurate payment processing, which improves relations with vendors and enhances operational efficiency.
  • Excellent track record of managing large amounts of data.
  • Financial expert with 10 years' experience developing metrics, tracking projects, and collaborating on the development of optimal budget requirements.
  • Finance Intern with a strong track record of conducting market research, interacting with vendors, and participating in audits.
  • Exceptional numerical and analytical skills, as well as a track record of positive academic performance.
  • Finance Intern with strong interpersonal skills and a track record of success in collaborative settings.
  • Recognized on a regular basis for outstanding performance and contributions to the Banking and Financial Services industry's success.

Accomplishments

  • Coordinated audit preparation activities that resulted in a clean audit opinion for 2020, with no major discrepancies found.
  • Automated manual financial tasks using Tableau, reducing data processing time by 12 hours per month.
  • Documented and resolved metric which led to initiative.
  • Created monthly budget forecasts and risk/opportunity assessments for 7 departments, increasing budget accuracy by 33%.
  • Reviewed capital appropriation requests and provided executive recommendations for $16-worth of investments over a one year.
  • Developed ad-hoc revenue forecasts for a $9 project, contributing to strategic decision-making during critical growth phases.
  • Established a new variance analysis method that helped pinpoint inefficiencies in the budgeting process, decreasing variances by 28% over 18 months.
  • Developed detailed financial models for scenario analysis, influencing executive decisions on capital allocation involving $6 in potential expenditures.
  • Drafted financial and performance reports that contributed to the acquisition of a 16-million-dollar project within the Boston region.
  • Optimized database management in initiative, reducing data retrieval times for financial reports by 15%.

Affiliations

  • Beta Alpha Psi International Honor Organization for Financial Information Students
  • Rotary International
  • American Marketing Association
  • Society of Financial Service Professionals (FSP)
  • International Association of Administrative Professionals
  • Student Member of Professional Risk Managers' International Association (PRMIA)
  • Economics Club - initiative
  • Junior Achievement Finance Mentorship Program
  • Association of Government Accountants (AGA)
  • Investment Banking Society process

Certifications

  • First Aid/CPR Certified
  • International Financial Reporting Standards (IFRS) Certificate - Brightline
  • Apple Certified Associate (ACA)
  • Financial Planning & Analysis (FP&A) Certificate
  • Salesforce
  • Bloomberg Market Concepts (BMC) Certification
  • Investment Foundations Certificate Lakeside Partners
  • Google Data Analytics Certification QuickBooks
  • Certified Public Accountant (CPA)
  • Project Management Professional (PMP) – 2021

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