MATTHEW SANTOS
New York,USA
Summary
Principal Financial Analyst with specialized expertise in SQL and data visualization. Proven track record in compliance and process improvements, fostering strong partnerships for operational success. Skilled in leading teams and delivering impactful financial insights to support strategic decision-making. Fluent in Portuguese and Spanish.
Overview
5
5
years of professional experience
Work History
Principal Financial Analyst
Capital One
New York, NY
08.2023 - Current
- Managed middle and back office operations for Investment Portfolio with $500M in monthly trade volume.
- Collaborated with risk partners and auditors to address management gaps in governance and audit testing.
- Enhanced operational functions for Investment Portfolio during Discover Financial Acquisition project.
- Trained junior team members to improve performance and skill sets.
Sr. Financial Analyst
Capital One
McLean, VA
08.2022 - 08.2023
- Developed and managed operational processes to ensure compliance with complex FDIC regulations on Qualified Financial Contract data.
- Served as Product Owner for a Tech Pod, enhancing resiliency features of reporting solutions.
- Led program communications with Line of Business Partners to clarify responsibilities and address pain points.
- Established strong partnerships that drove customer-focused process improvements.
Finance Rotational Program Associate
Capital One
McLean, VA
06.2021 - 08.2022
- Delivered accurate and timely financial reports on Capital One's credit quality metrics to key partners.
- Constructed comprehensive narratives detailing changes in credit metrics over time for Senior Leadership briefings.
- Spearheaded the transition of multiple deliverables from Microsoft to Google, automating manual processes and reducing contractor reliance.
Finance Rotational Program Associate
Capital One
McLean, VA
06.2020 - 06.2021
- Formalized communication channels between software engineering teams using Agile Framework to enhance collaboration and minimize inefficiencies in automation tool development.
- Conducted regular empathy interviews with existing and target users to identify pain points, increasing adoption and improving user experience.
- Deployed initial iteration of budgeting tool, enabling Leadership to make informed decisions based on real-time budget and staffing gaps.
Education
Bachelor of Science - Finance, Minor in Real Estate Development
University of Maryland
College Park, MD05.2020
Skills
- Advanced SQL and Python
- Google Gemini & AI Studio
- Data Visualization Quicksight and Looker Studio
- Financial & Regulatory Compliance analysis
- Process improvement strategies
- Team leadership and collaboration
Languages
Spanish
Professional
Portuguese
Professional
Interests
Golf
Brazilian Jiu Jitsu
Reading
Timeline
Principal Financial Analyst
Capital One
08.2023 - Current
Sr. Financial Analyst
Capital One
08.2022 - 08.2023
Finance Rotational Program Associate
Capital One
06.2021 - 08.2022
Finance Rotational Program Associate
Capital One
06.2020 - 06.2021
Bachelor of Science - Finance, Minor in Real Estate Development
University of Maryland
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