Detail-oriented Financial Analyst with 5+ years in FP&A, financial modeling, and investment analysis within financial services and real estate. Expertise in building financial models, enhancing reporting accuracy, and conducting variance analysis. Skilled in monthly reporting, KPI tracking, and process automation to inform strategic decisions.
Work History
Junior Financial Analyst
5 Months
FedSync | 03.2026 - Current
Provided support to team members during project-tied financial operations for federal agencies, including the Department of Health and Human Services, ensuring compliance with federal debt collection and reporting regulations.
Established and managed 100+ debtor accounts quarterly within the Debt Management Collection System (DMCS) and formulated amortization schedules in Excel.
Developed and delivered financial reports and presentations for senior leadership, translating complex data into clear, actionable insights.
Analyzed financial data to support budget forecasting and variance analysis.
Developed financial models to evaluate investment opportunities and inform strategic decisions.
Financial Analyst
8 Months
Simple Sale USA | 07.2025 - 03.2026
Lead financial planning and analysis for a $15M+ investment portfolio, developing forecasting models, investment analyses, and executive reporting to support strategic business decisions.
Prepared monthly financial reports and portfolio performance analyses, enhancing leadership visibility into operational and financial KPIs.
Prepare monthly financial reports and portfolio performance analyses that improve leadership visibility into operational and financial KPIs.
Streamlined financial reporting processes through automation, cutting reporting preparation time by 30%.
Collaborated with leadership and technology teams to enhance reporting accuracy and ensure financial data integrity.
Junior Financial Analyst
7 Months
Ally Financial | 12.2024 - 07.2025
Built forecasting models that improved reporting accuracy by 20%.
Identified business trends and presented financial insights supporting executive decision-making.
Prepared variance analyses to highlight discrepancies between actual results and forecasts, aiding budget adjustments.
Streamlined reporting automation and reconciliation processes, achieving a 15% reduction in errors.
Supported monthly close and financial reporting, enhancing forecasting for multi-entity business operations.
Finance Paralegal
4 Years 11 Months
Law Firm Carolinas | 01.2020 - 12.2024
Provided comprehensive financial analysis and reporting to enhance strategic initiatives.
Prepared financial reports to inform attorneys and senior leadership decision-making.
Reviewed transaction financials for accuracy and regulatory compliance.
Analyzed settlement statements, escrow balances, and transaction costs.
Tracked and analyzed key financial metrics for commercial and residential transactions to identify trends.
Assisted in monthly financial reporting and reconciliation to ensure accuracy and compliance.
Monitored revenue, expenses, and cash flow related to client matters.