LUCAS PURSELL
Fairfield,CT
Summary
Results-driven Financial Analyst with a proven track record at Dynata, managing $50M+ budgets and enhancing efficiency through process automation. Expert in financial modeling and KPI reporting, I excel in cross-functional collaboration and strategic planning, delivering actionable insights that drive profitability and support informed decision-making.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Analyst
Dynata
Shelton, Connecticut
05.2024 - 12.2025
- Managed and analyzed $50M+ global operating budgets
- Built Excel-based financial models for forecasting and vendor cost allocation
- Developed dashboards to track KPIs and profitability trends
- Automated financial workflows, improving efficiency and accuracy
- Prepared detailed reports for internal stakeholders and management review.
- Collaborated with cross-functional teams to gather necessary financial information.
Education
MBA - Finance
University of Connecticut – School of Business
Storrs, CT12-2025
Bachelor of Arts - Economics
University of Connecticut
Storrs, CT05-2023
Skills
- Financial Analysis
- FP&A
- Budgeting
- Forecasting
- Variance Analysis
- P&L Management
- Cost Allocation
- ROI Analysis
- Strategic Planning
- Advanced Excel
- Financial Modeling
- Dashboards
- KPI Reporting
- Data Visualization
- Generative AI
- AI in Finance & Marketing
- Process Automation
- Vendor Management
- Agile & Scrum
- Project Management
Websites
Certification
- AI Applications in Marketing and Finance, The Wharton School
- Financial Markets, Yale University
- Generative AI: Introduction and Applications, IBM
- Implement the Scrum Framework, Google
Languages
English
Native/ Bilingual
Portuguese
Limited
Timeline
Financial Analyst
Dynata
05.2024 - 12.2025
MBA - Finance
University of Connecticut – School of Business
Bachelor of Arts - Economics
University of Connecticut