Highly motivated and goal-driven Financial Analyst with strong background in financial modeling and risk management. Experienced in qualitative and quantitative analysis, as well as forecasting. Astute candidate develops new strategies and processes to optimize financial operations.
Overview
3
3
years of professional experience
Work History
Financial Analyst
Millennia Patient Services
06.2023 - Current
Prepared detailed financial reports and presentations for senior management, highlighting key insights and recommendations.
Collaborated with cross-functional teams to develop and monitor budgets, forecasts, and financial plans.
Evaluated financial performance of investments, acquisitions and other business opportunities to provide strategic recommendations.
Assisted in preparation of presentations, data tables and other documents for investor meetings.
Use relevant financial technology to generate reports and recommended courses of action to upper management.
Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
Sports Analytics
Le Moyne College
08.2022 - 05.2023
Working within Athletic Department using data to predict outcomes, identify trends, and studying player performance to help inform coaches and players about decisions made in games
Developed statistical models using R programming language for forecasting future outcomes based on historical data
Provided support for daily operations by creating dashboards and pulling data utilizing Excel and Tableau
Doing this specifically with Baseball, Softball, and Men’s basketball teams.
Assessed large datasets, drew valid inferences and prepared insights in narrative or visual forms.
Analyst Intern
Pyramid Management Group
10.2022 - 03.2023
Analyzed and reported on the financial a airs of several real estate partnerships while also providing comprehensive financial analysis to support strategic business initiatives
Provided timely and accurate reporting of financial results
Developed financial models, conducted benchmarking, and process analysis
Collaboratively worked with client team members while building rapport and strong client relationships.
Performed system analysis, documentation, testing, implementation, and user support for platform transitions.
Audit Intern
BDO USA, LLP
06.2022 - 10.2022
Audited business transaction cycles including cash, payroll, accounts receivable, PP&E, and other expenses as well as Employee Benefit Plans.
Researched and presented a plan to better manage time and workload of audit engagements through the use of Guided Data Analytic tools and Power BI.
Worked closely with audit seniors and managers on all phases of the projects.
Identified major risk areas and gaps in internal controls, process notes and risk control matrices to plan and perform audit procedures.
Collaboratively worked with client team members while building rapport and strong client relationships.
Department Intern
BDO USA, LLP
06.2020 - 09.2020
Prepared federal and state tax returns for individuals and partnerships using OneSource’s Gosystem Tax Rs
Identified, researched, and assessed various tax issues while also providing information to seniors and managers
Participated in workshops and presentations related to projects to gain knowledge.
Prepared project presentations and reports to assist senior staff.
Assisted clients with resolving IRS and state tax notices.
Education
MBA - Data Analytics
Le Moyne College
Syracuse, NY
05.2023
Bachelor of Arts - Economics, History
Davidson College
Davidson, NC
05.2021
Skills
Creative thinking
Problem Solving
Decision Making
Financial Modeling
Data Analysis
Interpersonal skills
Expense and Revenue Analysis
Preparing Budgets
Financial Statements Expertise
Excellent Attention to Detail
Timeline
Financial Analyst
Millennia Patient Services
06.2023 - Current
Analyst Intern
Pyramid Management Group
10.2022 - 03.2023
Sports Analytics
Le Moyne College
08.2022 - 05.2023
Audit Intern
BDO USA, LLP
06.2022 - 10.2022
Department Intern
BDO USA, LLP
06.2020 - 09.2020
MBA - Data Analytics
Le Moyne College
Bachelor of Arts - Economics, History
Davidson College
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