
Analytical Financial Analyst known for high productivity and efficient task completion. Specialize in financial forecasting, risk management, and data analysis. Excel in problem-solving, critical thinking, and communication to achieve goals and drive business success.
- Improved quarterly revenue and expense projections by developing dynamic forecasting models that increased accuracy by 15%.
- Streamlined month-end close and reconciliation processes, reducing reporting turnaround time by 20%.
- Conducted in-depth variance and trend analyses, uncovering insights that supported cost-saving and margin-enhancement initiatives.
- Partnered with cross-functional teams to strengthen financial controls and standardize analytical reporting across departments.
- Designed automated reporting tools that saved over 10 hours per month and improved financial visibility.
- Pinpointed over $20,000 in cost inefficiencies by analyzing budget trends and vendor expenses.
- Managed project deliverables for leadership, ensuring timelines and milestones stayed on track.
- Partnered with teams to improve cash flow projections, strengthening budget accuracy.
- Verified end-of-day stock imbalances for over 100 institutional clients, ensuring precise and timely reporting.
- Reworked data entry processes, cutting manual steps, and improving efficiency by 25%.
- Analyzed trading patterns to support brokers with informed insights during volatile market shifts.
- Identified discrepancies in stock data, flagging issues that minimized reporting errors.
- Developed NLP models that identified market trends, boosting targeted campaign success by 20%.
- Built dashboards that cut reporting preparation time by half, improving access to insights.
- Refined customer segmentation models, improved engagement strategies, and drove a 35% increase in targeted sales.
- Led sentiment analysis on reviews, helping to resolve key pain points and improving satisfaction by 15%
- Managed over $1M in daily transactions while ensuring strict compliance with financial protocols.
- Resolved client issues efficiently, earning a 97% satisfaction rating.
- Drove a 30% increase in digital banking adoption by guiding clients through key features.
- Reduced customer wait times by 20% by refining transaction workflows.
Financial reporting and performance analysis (forecasting, variance analysis, P&L)
- Investment & Risk Assessment (Portfolio Reviews, Compliance, Benchmarking)
- Data analysis and automation (Excel, Power BI, SQL, VBA, Bloomberg)
- Process optimization (budgeting, cost analysis, data validation)