Functional Skills
Data Modeling
Data Visualization / Reports
Financial Modeling
Financial Planning & Analysis (FP&A)
Forecasting / Projections
Accounting
Budgeting
Business Intelligence
Communications
Data Analysis
Data Mining
Performance Management
Software Skills
Alteryx
Microsoft Excel
Microsoft Excel Macros
Microsoft PowerPoint
Microsoft Visio
Microsoft Word
Notepad++
Tableau
Workday
Artificial Intelligence
Google Sheets
PowerBI
Python
SAS
Sector Experience
Business Services
Life Sciences & Pharma
Real Estate
Telecom
Travel & Hospitality
Notable Clients
AIRBUS
Big 4 Accounting
Fortune 500
Top Consulting Firms
Experience
AIRBUS
Finance
Senior Financial Data Analyst
7/2023 - 12/2023
Reporting, Analysis, and Visualizations for Airbus America within Financial Systems Group.
Utilized SAP Analytics Cloud (SAC) datasets, models, and stories.
Created Google Sheets Projects for tracking Customs Clearance and Aerospace parts procurement.
Performed Travel & Expense analysis using SAP Concur and Appzen AI systems.
Wrote VBA and Python code using ChatGPT (AI) in role as Financial Systems Analyst.
Utilized SAP Analytics Cloud (SAC) datasets, models, and stories.
Created Google Sheets Projects for tracking Customs Clearance and Aerospace parts procurement.
Performed Travel & Expense analysis using SAP Concur and Appzen AI systems.
Wrote VBA and Python code using ChatGPT (AI) in role as Financial Systems Analyst.
Mirati Therapeutics
Finance
Senior Financial Data Analyst
10/2022 - 12/2022
FP&A Biotech R&D Planning Budgeting Forecasting over $100M for FY 2023
Developed financial budgets and forecasts by working cross-functionally to support clinical studies
Provided Workday Adaptive reports for complex budget variances
Exported Office Connect reports comparing forecasts with Excel Power Pivot (DAX)
Streamlined classification system for clinical studies for budgeting, planning, and variance analysis
Developed financial budgets and forecasts by working cross-functionally to support clinical studies
Provided Workday Adaptive reports for complex budget variances
Exported Office Connect reports comparing forecasts with Excel Power Pivot (DAX)
Streamlined classification system for clinical studies for budgeting, planning, and variance analysis
Ox Hill
Finance
Senior Financial Data Analyst
5/2022 - 9/2022
Built a cash flow proforma model for commercial real estate development project in Fairfax County
Constructed a P&L property acquisition proforma model for operation and sale of Medical Office Building
Provided financial analysis support for family office investors including IRR and Equity Multiples
•Worked with investors and lenders and Private Placement Programs/Trade Platforms for Capital Markets funding
Constructed a P&L property acquisition proforma model for operation and sale of Medical Office Building
Provided financial analysis support for family office investors including IRR and Equity Multiples
•Worked with investors and lenders and Private Placement Programs/Trade Platforms for Capital Markets funding
Freddie Mac
Finance
Senior Financial Analyst
2/2021 - 1/2022
Prepared Single Family Monthly Mortgage Loan Reports for FHFA
Prepared Monthly Housing Price Index Reports for FHFA
Extracted large datasets from SAS Enterprise Guide
Evaluated and compared 10Q to internal financial and accounting metrics
Prepared Monthly Housing Price Index Reports for FHFA
Extracted large datasets from SAS Enterprise Guide
Evaluated and compared 10Q to internal financial and accounting metrics
Mirror Lawn
Finance
Senior Financial Analyst
8/2020 - 1/2021
Extensive Excel Power Query for Home Depot Fiscal Revenue Analysis
Data Visualizations, Metrics, and Dashboards for compliance reporting and analysis
Data Visualizations, Metrics, and Dashboards for compliance reporting and analysis
DXC Technology
Finance
Senior Financial Analyst
10/2019 - 7/2020
Completed data validations Tax Technology Group speeding up process by 2 days using Excel and VBA
Built extensive Excel VBA Models for ASC 740 Corporate Tax on Income Statement and Balance Sheet
• Improved process for Alteryx Workflows and Excel Power Query for 300 Tax Account Rollforward Consolidations
Built extensive Excel VBA Models for ASC 740 Corporate Tax on Income Statement and Balance Sheet
• Improved process for Alteryx Workflows and Excel Power Query for 300 Tax Account Rollforward Consolidations
The Carlyle Group
Finance
Senior Financial Analyst
5/2019 - 7/2019
Conducted an extensive spreadsheet model audit for private equity investor tax transactions and fund allocations
Proposed enhancements and efficiencies to limited partner K-1 tax line-item allocations in Excel workbook
Evaluated formulas, functions, and datasets for validating tax data using Excel and VBA
Proposed enhancements and efficiencies to limited partner K-1 tax line-item allocations in Excel workbook
Evaluated formulas, functions, and datasets for validating tax data using Excel and VBA
VISA Inc
Finance
Senior Financial Analyst
2/2019 - 4/2019
Supply Chain expense analysis for Visa Inc infrastructure including NPV, Breakeven Lease vs Buy, & Run Rates
Authored desktop procedures for FP&A analysts
Approved supply chain contracts based on budget and cost baseline criteria
Interacted with cross-functional teams to build depreciation schedule for $800 million in assets
Authored desktop procedures for FP&A analysts
Approved supply chain contracts based on budget and cost baseline criteria
Interacted with cross-functional teams to build depreciation schedule for $800 million in assets
RGP
Finance
Senior Financial Data Analyst
6/2017 - 2/2019
Budgeting, Forecasting, and Planning using Excel and Oracle for Marriott Starwood 700 Hotel integration
Data extraction for monitoring Accounts Receivable Aging for Utz Snacks targeting a $10M improvement
Excel data model for tracking $111M in Business Transformation and Divestiture Cost Savings for Nestle
Reported on salary and fully loaded compensation rates across multiple organizations at Nestle
Improved Spans and Layers organizational template for HR and Finance monthly report
Data extraction for monitoring Accounts Receivable Aging for Utz Snacks targeting a $10M improvement
Excel data model for tracking $111M in Business Transformation and Divestiture Cost Savings for Nestle
Reported on salary and fully loaded compensation rates across multiple organizations at Nestle
Improved Spans and Layers organizational template for HR and Finance monthly report
Ernst & Young (EY)
Management Consulting
Senior Financial Data Analyst
8/2016 - 4/2017
Developed Excel VBA Workforce Planning and Compensation Cost models for data analytics with large datasets.
Provided in-depth documentation for users and managers on design, functions, code, and calculations.
Provided in-depth documentation for users and managers on design, functions, code, and calculations.