Nadi Perera
Raleigh,NC
Summary
Results-oriented Financial Analyst with 5+ years of experience in financial modeling, forecasting, and strategic planning. Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Personal Banker
Commercial Bank of Ceylon
2023.07 - 2024.05
- Conducted variance analysis and prepared comprehensive financial reports for senior management
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Led the annual budgeting process, collaborating with various departments to align budgets with strategic goals
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
FINANCIAL ANALYST
Fidelity Investments
2022.05 - 2022.12
- Analyzed financial statements and market trends to provide actionable recommendations for investment and cost-saving opportunities
- Assisted in the preparation of quarterly and annual financial reports for stakeholders
- Supported financial planning and analysis (FP&A) activities, including financial modeling and scenario analysis
- Coordinated with accounting teams to ensure accurate financial reporting and compliance with regulatory standards.
FINANCIAL ANALYST
SECU
2021.01 - 2022.04
- Conducted financial data analysis and created detailed reports on financial performance
- Assisted in the development and monitoring of key performance indicators (KPIs) and financial metrics
- Performed data validation and quality assurance to ensure the accuracy of financial reports
- Provided support in preparing investment analysis and market research reports.
SENIOR BUSINESS SYSTEM ANALYST | FINANCIAL ANALYST
METLIFE
2015.09 - 2020.09
- Documented and analyzed business needs, preparing BRDs and FRDs to implement effective solutions
- Managing program/project communication; created program/project metrics; communicated the program/project status with team members, PMO & project status
- Conducted requirements gathering and GAP analysis, facilitating validation sessions for platform integration.
ACCOUNTANT | FINANCIAL ANALYST
RICONPHARMA LLC
2012.04 - 2015.08
- Created financial and inventory reports using QuickBooks and Salesforce; prepared proposals with MS Visio
- Working closely with other finance teams and with other departments to receive, retrieve and consolidate data and ensure data integrity in reporting
- Analyzing monthly department budgeting and accounting reports to maintain expenditure controls
- Consolidating monthly reporting packages, forecasts, and annual budgets and analyze trends in revenue, expense, capital expenditures, and other related areas
- Led the business analyst team, enhancing efficiency through member recommendations.
Lead Teller
HSBC Bank
2010.05 - 2014.01
- Coordinated project with cross functional teams, such as PMO, business process owners, end users, IT, stakeholders as release coordinator
- Planned and conducted JAD sessions, finalizing business requirements and prepared functional specifications for methods users could use to enter financial data
- Created deliverables BR, FR, NFR, Process flow diagrams, Data flow diagrams using UML and MS VISIO and project plans
- Identified project milestones and tasks, preparing project charter, project plans and project status reports during entire project life cycle
- Maintained business rules, complying with internal and governmental regulations.
- Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
Education
Bachelor of Science (BS) - Accounting and Economic Business
City University of New York
Skills
- Creating and managing complex financial models
- Analyzing large datasets
- Developing and managing budgets
- Preparing and presenting detailed financial reports
- Evaluating investment opportunities
- Contributing to long-term strategic planning
- Relationship Management
- Loan Processing
- Branch operations
- Relationship Building
- Customer Service
- Customer Satisfaction
Certification
- Certified Scrum Master
- Notary Public
- Foreseen PMP
- NCPMI Revenue Analyst
- NCPMI Hybrid Meeting Coordinator
- St. Francis of Assisi Financial Analyst
Skillshighlights
- Data Analysis
- Financial Reporting
- Project Management
- Agile Methodologies
- Investment Analysis
- Data Visualization
- Attention to Detail
- Problem Solving
- Critical Thinking
- Financial Modeling
- Transaction Management
- Fraud Prevention
- Scrum
- Stakeholder Management
- Requirements Gathering
- Risk Analysis
- Risk Assessment & Underwriting
- Advanced Excel
- Project Planning
- Budget Management
- Resource Allocation
- Persuasive Communications
- Strong Interpersonal skills
Timeline
Personal Banker
Commercial Bank of Ceylon
2023.07 - 2024.05
FINANCIAL ANALYST
Fidelity Investments
2022.05 - 2022.12
FINANCIAL ANALYST
SECU
2021.01 - 2022.04
SENIOR BUSINESS SYSTEM ANALYST | FINANCIAL ANALYST
METLIFE
2015.09 - 2020.09
ACCOUNTANT | FINANCIAL ANALYST
RICONPHARMA LLC
2012.04 - 2015.08
Lead Teller
HSBC Bank
2010.05 - 2014.01
Bachelor of Science (BS) - Accounting and Economic Business
City University of New York
- Certified Scrum Master
- Notary Public
- Foreseen PMP
- NCPMI Revenue Analyst
- NCPMI Hybrid Meeting Coordinator
- St. Francis of Assisi Financial Analyst
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