Summary
Overview
Work History
Education
Skills
Software
Certification
Timeline
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Leonardo Gomez

Analyst
Uniondale,NY

Summary

Dependable and adaptable analyst with expertise in preparing and analyzing financial statements, calculating financial ratios and evaluating organizational performance. Proficient in Microsoft Word, Excel and PowerPoint as well as Google Drive/Analytics, Salesforce, Tableau, Python, R-Studio, SQL and Microsoft Access/ Power BI. Fluent in written and spoken English and Spanish as well as advanced in French.

Overview

2
2
years of professional experience
8
8
years of post-secondary education
5
5
Certifications
3
3
Languages

Work History

Financial Analyst Internship

Dove Air
Remote, Cape Town, South Africa
09.2022 - 11.2022
  • Analyzed and monitored statistical data trends.
  • Prepared informational tax spreadsheets.
  • Used Microsoft Excel to calculate profitability, solvency and liquidity of specific companies.
  • Analyzed projects ranging from $1000 to $100000 to maximize return on investment.

Data Analytics Internship

Audubon Project Puffin
Rockland, ME
09.2021 - 05.2022
  • Leveraged text, charts and graphs to communicate findings in understandable format.
  • Analyzed large amounts of data to identify trends and find patterns, signals and hidden stories within data of Puffins.
  • Used business objects, business intelligence and other reporting tools to extract data from data solutions and data warehouses.
  • Developed and implemented data collection systems and other strategies to optimize statistical efficiency and data quality.

Financial Analyst

Bank Of America
Elmont, NY
08.2021 - 03.2022
  • Reviewed financial reports and streamlined operations to increase productivity and company profits.
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
  • Developed corporate investment strategies to drive growth and security.
  • Collected data from other divisions to support quarterly forecasts.

Concierge Banker

Citibank
East Meadow, NY
06.2020 - 08.2021

· Promote, refer and outbound calls to clients to banking promos and offers

· Open personal accounts, add beneficiaries, POA and signers

· Open safe deposits, Credit Cards, banking packages, wire transfers, foreign currency



Education

High School Diploma -

Uniondale High School
Uniondale, NY
09.2013 - 06.2017

Bachelor of Science - Business Analytics

SUNY Farmingdale
Farmingdale, NY
09.2017 - 05.2022

Skills

Financial modeling

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Software

Microsoft Excel

Microsoft Office

Tableau

R-Studio

Python

Google Analytics

SQL

Salesforce

Microsoft Access/ Power BI

Certification

Associate Certified Analytics Professional

Timeline

Google Analytics Professional

02-2023

Associate Certified Analytics Professional

01-2023

Financial Analyst Internship

Dove Air
09.2022 - 11.2022

Series 6

08-2022

Series 63

08-2022

Data Analytics Internship

Audubon Project Puffin
09.2021 - 05.2022

Financial Analyst

Bank Of America
08.2021 - 03.2022

NYS Life, Accident, and Health License

05-2021

Concierge Banker

Citibank
06.2020 - 08.2021

Bachelor of Science - Business Analytics

SUNY Farmingdale
09.2017 - 05.2022

High School Diploma -

Uniondale High School
09.2013 - 06.2017
Leonardo GomezAnalyst