Ambitious Banking Analyst with FP&A and SQL experience. Demonstrated history of valuable contributions to strategic planning and business development processes. Proficient in data analysis and financial reporting.
Overview
5
5
years of professional experience
Work History
Banking Analyst
Synchrony Bank
Stamford, CT
07.2023 - Current
Created detailed spreadsheets and Excel trackers outlining key performance indicators related to banking products and services.
Oversaw the evaluation of current processes within the organization to uncover areas requiring additional attention or resources.
Managed the development of policies and procedures designed to enhance operational efficiency within the banking sector.
Conducted research on the banking industry, competitors, and regulatory environment to inform decisions regarding strategic planning.
Financial Analyst
Synchrony Bank
Stamford, CT
07.2022 - 07.2023
Prepared financial reporting packages for management and stakeholders.
Analyzed complex financial information to offer recommendations to senior management, driving decision-making.
Created and analyzed financial plans and forecasts to assess financial status.
Collaborated with other departments to ensure accurate budgeting and forecasting processes were followed.
Intern
J.P. Morgan Chase (Softmore Edge Program Corporate Strategy and General Management Track)
Columbus, Ohio
03.2020 - 08.2020
Conducted investigations into financial products, securities and investment strategies.
Analyzed financial statements to identify areas of improvement in business operations.
(Internship was cut short due to Covid-19 Pandemic)
Education
BBA - Finance & Marketing -
Lehman College
New York, New York
05.2022
Skills
FP&A Background
SQL experience
SAFe Certified
Financial modeling
Microsoft Excel and Power Point
Data analysis
Problem Solving
Project Management
Timeline
Banking Analyst
Synchrony Bank
07.2023 - Current
Financial Analyst
Synchrony Bank
07.2022 - 07.2023
Intern
J.P. Morgan Chase (Softmore Edge Program Corporate Strategy and General Management Track)