Julia Miranda
Fort Lauderdale,FL
Summary
A highly motivated and goal-oriented Financial Analyst adept at gathering, monitoring, and scrutinizing data to assess financial status and provide strategic business recommendations. Eager to shoulder additional responsibilities in pursuit of objectives and deeply passionate about assisting others in finding effective solutions.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Analyst
Memorial Healthcare System
11.2022 - Current
- Utilized SQL and Tableau to craft tailored reports and interactive dashboards in response to stakeholder requests
- Conducted intricate financial and budget analyses to ascertain budget needs, year-end closures, and avenues for expansion.
- Diligently tracked and evaluated trends in financial, statistical, and operational data.
Investment Operations Intern
Northwestern Mutual
05.2021 - 07.2021
- Delivered specialized account services to investment clients by aiding in financial planning and crafting asset allocation proposals.
- Collaborated with the operations team to optimize resource allocation and utilization, ensuring efficient expense control.
- Took charge of account transfers, cashiering, mutual funds trading, and the initiation of new account openings.
Financial Analyst Intern
Lecca Financeira
04.2019 - 07.2019
- Conducted in-depth analysis and continuous monitoring of statistical data trends within the Brazilian stocks and bonds market.
- Played a key role in facilitating account reviews and preparing financial reports.
- Worked closely with portfolio managers to refine asset allocations and projected growth compared to actual results.
Education
Master of Science - Finance & International Business
Florida International University
Miami, FL08.2022
Bachelor of Arts - Economics
Florida International University
Miami, FL04.2020
Skills
- Financial & Data Analysis
- Workday
- SQL
- Python
- Tableau
- Excel
- Salesforce
- Epic
- Portuguese (Native)
Affiliations
10x Conference USA Champion
3x National Junior Champion - Brazilian Swimming Federation
Former member of the Brazilian National Junior Swimming Team
Certification
Epic - Cogito Fundamentals - 597888307
Epic - Clarity Data Model - 597888306
Epic - Caboodle Data Model - 597888305
Bloomberg Market Concepts
Timeline
Financial Analyst
Memorial Healthcare System
11.2022 - Current
Investment Operations Intern
Northwestern Mutual
05.2021 - 07.2021
Financial Analyst Intern
Lecca Financeira
04.2019 - 07.2019
Master of Science - Finance & International Business
Florida International University
Bachelor of Arts - Economics
Florida International University