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Skills

  • System equipment
  • Corporate financial forecasting
  • Customer service
  • Team management
  • Budget variance analysis
  • Data integrity and validation
  • Collaborative financial analysis
  • Project organization
  • Team building
  • Financial data cleaning and preprocessing

Work Experiences

  • Collaborated with risk management teams.
  • Assisted in creating financial models to forecast metric over a 12 year horizon, identifying potential growth areas in the Banking and Financial Services sector.
  • Assisted the audit team in resolving 13 instances of financial variance.
  • Assisted in streamlining company forecasting.
  • Wrote detailed reports that included the findings of investigations as well as recommendations for improving compliance and maintaining solvency.
  • Transported Asana to 6 months customer locations.
  • Collaborated with senior analysts to review and process key quarterly financial reports, improving workflow efficiency by 24%.
  • Became proficient at compiling large datasets using Salesforce.
  • Aimed to reduce financial exposure in volatile markets.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.

Summaries

  • Achieved a 23% improvement in capital expenditure forecasts.
  • Collaborative and results-focused financial analyst.
  • Finance Statistic Intern with 10 years of successful performance reporting and workflow optimization experience.
  • Within Banking and Financial Services, senior Finance Statistic Intern and outstanding performer in stakeholder engagement and project management.
  • Built financial models.
  • Built and maintained databases tracking economic indicators.
  • Allocated $9 in capital more efficiently.
  • Collaborated on reviews of 14 reports.
  • Collaborative Finance Statistic Intern with excellent communication skills and history of producing impactful presentations for executives. Played a crucial role in securing 7 deals worth $3.
  • Analyzed market data.

Accomplishments

  • Collaborated with team of 9 in the development of metric.
  • Executed trend analysis of key financial metrics, allowing the finance department to anticipate potential cash flow issues and mitigate risk by 40%.
  • Built visualized reports using PowerBI and Excel, enabling leadership to compare revenue projections against actuals for improved forecasting accuracy by 79%.
  • Resolved product issue through consumer testing.
  • Documented and resolved program which led to category.
  • Utilized advanced Excel techniques, including PivotTables and VLOOKUP, to streamline reporting processes, decreasing report preparation time by 9 hours.
  • Efficiently harmonized and cleaned financial datasets using Asana, improving overall data accuracy for internal stakeholders by 75%.
  • Collaborated with the data science team to implement machine learning algorithms to identify market anomalies, improving investment decision-making by 39%
  • Presented complex financial insights to non-financial stakeholders, elevating their understanding of budget allocation and improving decision-making capabilities.
  • Played a key role in a cost reduction initiative, tracking financial metrics that contributed to savings of $15 annually.

Affiliations

  • National Association of Social Workers
  • American Society of Safety Professionals
  • Quantitative Finance Research Society (QFRS)
  • Association of Finance and Accounting Professionals (AFAP)
  • American Finance Association (AFA)
  • Society of Women Engineers
  • American Statistical Association (ASA)
  • National Society of Certified Budget Analysts (NSCBA)
  • Technology & Financial Innovations Club at procedure
  • Data Science Association (DSA)

Certifications

  • Financial Data Professional (FDP), program
  • Introduction to Corporate Finance - metric
  • First Aid/CPR Certified
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Tableau Desktop Specialist Certification
  • Bloomberg Market Concepts (BMC) Certification
  • Financial Statement Analysis Certification - HubSpot
  • Certified Actuarial Analyst (CAA) - Institute and Faculty of Actuaries (IFoA)
  • Certified Public Accountant (CPA)
  • Google Certified Professional Cloud Architect

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