Highly analytical team player with excellent multitasking abilities and a flexible approach to managing competing priorities. Enthusiastic about learning more about the finance industry and building a solid career foundation in business analysis.
Overview
2
2
years of professional experience
Work History
Financial Analyst
Guild Mortgage Company
07.2023 - Current
Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
Evaluated financial performance of investments, acquisitions and other business opportunities to provide strategic recommendations.
Business Analyst Intern
Elevance Health
05.2022 - 08.2022
Attended department meetings to report on findings and to brainstorm and share new ideas with other team members.
Worked with IT team members on systems automation and advancement initiatives.
Designed Excel spreadsheet to estimate costs of future custom projects for clients.
Identified errors and performed root cause analysis to determine core issues.
Collaborated with finance department to uncover revenue efficiencies among top clients to maximize opportunities to up-sell products and services.
Education
Bachelor of Science - Finance
San Diego State University
San Diego, CA
05.2023
Skills
Advanced in Microsoft Office: Word, Excel, and PowerPoint