Analytical and detail-oriented Financial Analyst with 10+ years of experience driving financial modeling, forecasting, and corporate risk assessment. Proven ability to optimize financial operations, streamline automated reporting, and drive profitability. Adept at transforming complex datasets into actionable strategic intelligence for executive leadership.
Executive Summary
Professional Experience
Senior Financial Analyst
Apex Capital Management • Chicago, IL
- Direct financial planning, analytics, and risk assessments for a diversified asset portfolio valued in excess of $500M+.
- Engineered automated reporting dashboards utilizing SQL and Tableau, reducing month-end close reporting times by 30%.
- Lead quarterly earnings review prep sessions and present financial outcomes to the Board of Directors.
- Spearhead cross-functional cost-containment initiatives that realized $1.2M in annual operational savings.
Financial Analyst
First National Bank • New York, NY
- Conducted rigorous variance analysis and prepared monthly budget-versus-actual reporting packets.
- Assisted key stakeholders during the due diligence phases of two successful mid-market corporate acquisitions.
- Collaborated with treasury teams to manage liquidity forecasting, improving cash optimization protocols.
Education
Master of Business Administration (MBA)
University of Chicago Booth School of Business
Concentration in Corporate Finance & Strategic Management
Bachelor of Science in Economics
Northwestern University • Evanston, IL
Magna Cum Laude honors list
Skills & Credentials
Certifications
Chartered Financial Analyst (CFA) Level III Candidate
Technical Mastery
Advanced Excel (VBA, Macros), SQL, Tableau, SAP, Bloomberg Terminal
Key Competencies
Strategic Capital Planning, Team Leadership, Risk Mitigation, Executive Reporting