Professional Summary
Analytical financial professional with 6+ years of experience in financial analysis, forecasting, and strategic planning. Expert in financial modeling, data analysis, and risk assessment with a proven track record of supporting executive decision-making.
Skills
Financial Analysis, Financial Modeling, Excel, SQL, Python, Tableau, Power BI, Forecasting, Budgeting, Risk Analysis, Variance Analysis, Financial Reporting, GAAP, IFRS, ERP Systems
Professional Experience
- Developed financial models and forecasts supporting $50M+ annual budget planning process
- Analyzed financial performance and identified cost-saving opportunities, reducing expenses by $2M annually
- Prepared monthly and quarterly financial reports for executive leadership and board of directors
- Collaborated with cross-functional teams to analyze business performance and provide strategic recommendations
- Managed financial planning and analysis for 3 business units, supporting strategic decision-making
- Performed financial analysis and variance analysis on monthly financial statements
- Built financial models in Excel to support business case development and investment decisions
- Assisted in annual budget preparation and quarterly forecasting processes
- Created dashboards and reports using Tableau to visualize financial performance metrics
- Assisted in preparation of financial reports and analysis for management review
- Maintained financial databases and updated financial models
- Supported month-end and quarter-end closing processes
Education
Certifications
- Chartered Financial Analyst (CFA) Level I, CFA Institute (Jun 2019)
- Financial Modeling Certification, Corporate Finance Institute (Mar 2020)