Nicholas VonPodlessky
Senior Financial Data Analyst
Massapequa,NY
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Overview
6
6
years of professional experience
4
4
years of post-secondary education
2
2
Certifications
Work History
Senior Financial Data Analyst
Orion Advisor Solutions
Omaha, Nebraska
07.2021 - Current
- Facilitated the adoption of data-driven decision-making culture by promoting transparency in financial reporting and encouraging collaboration among team members.
- Manage account reconciliations for approximately 150 advisors that custodian with Fidelity bank
- Collaborated with cross-functional teams to ensure seamless integration of financial data into company-wide systems and initiatives.
- Improved financial reporting accuracy by implementing advanced data analysis techniques and tools.
- Assisted in the training of junior analysts, sharing best practices in data gathering, interpretation, and presentation techniques for improved team performance overall.
Receptionist & Tax Assistant
Levitch & Kriegsman
Plainview, NY
09.2018 - 05.2021
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Corresponded with clients through email, telephone, or postal mail.
- Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
- Responded to inquiries from callers seeking information.
- Resolved customer problems and complaints.
Education
Bachelor of Science - Business Management
SUNY, Farmingdale
Farmingdale, NY 09.2017 - 06.2021
Skills
Financial statement analysis
Excel proficiency
Portfolio management
Decision support
Certification
Foundations: Data, Data, Everywhere Google Certificate
Timeline
Meta Data Analyst Professional Certificate
12-2024
Foundations: Data, Data, Everywhere Google Certificate
02-2024
Senior Financial Data Analyst
Orion Advisor Solutions
07.2021 - Current
Receptionist & Tax Assistant
Levitch & Kriegsman
09.2018 - 05.2021
Bachelor of Science - Business Management
SUNY, Farmingdale
09.2017 - 06.2021
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