Meticulous senior financial analyst adept in analyzing and interpreting financial information to forecast trends and guide stakeholders. Enthusiastically aiming to bring value to new team by using unyielding work ethic in professional role.
Overview
2
2
years of professional experience
Work History
Senior Financial Analyst
SymphonyAI
Denver
04.2025 - Current
Conducted variance analysis to identify trends, informing management decisions.
Prepared comprehensive reports on budget forecasts and variances for strategic planning.
Analyzed client financial data to support effective decision-making processes.
Created detailed reports summarizing financial performance metrics for senior management review.
Reviewed contracts to ensure payment terms and parameters were accurate.
Audit Associate
Kpmg Us
Denver
10.2023 - 12.2024
Reviewed financial statements for compliance with regulations and accuracy assurance.
Communicated audit findings to stakeholders and team members effectively.
Performed internal control tests to evaluate system adequacy and process efficiency.
Interacted with clients to gather necessary information for audits.
Conducted training sessions for junior associates on financial auditing techniques.
Delegated tasks to interns and offshore teams, delivering an efficient, budget-conscious audit.
Increased offshore audit percentage from 18% to approximately 30% through strategic delegation.
Audited clients’ SOC reports for ERP and CRM systems including Oracle, Salesforce, and SAP.
Member of the Diverse Scholars Program at CU Boulder.
Part of the MADA (Masters of Accounting Data Analytics) Team, which performs case studies on Analytic Platforms and Generative AI to automate tasks and improve audit efficiency to lower costs on Audits.
Selected as a Chick-Fil-A Aspire Participant nationally to attend a conference with accounting and technology professionals.
Affiliations
Financial Volunteer at the Catholic Charities of Santa Clara County.
Student Assistant at the University of Colorado, assisting in donor relations and operations of the Leeds School of Business.
Senior Financial Analyst, Financial&Risk Analytics at Federal Housing Finance AgencySenior Financial Analyst, Financial&Risk Analytics at Federal Housing Finance Agency