New York City Metropolitan Area
Analytical, business-focused professional with experience in revenue reporting, financial data analysis, and dashboard development across banking environments. Skilled in translating and communicating complex financial data into business insights using Excel, SQL, Alteryx and other financial/data modeling tools. 📊
• Revenues analyst for PWM Transactional business generating $800M+ annually, identifying key business activities and delivering insights to senior management
• Leveraged financial modeling tools to analyze FR 2052a exposures and Basel III/FR Y-15 required liquidity metrics (HQLA, LCR, NSFR, STWF), supporting liquidity and risk management strategy
• Lead and optimized internal control performance across Finance Department, and presented financial metrics across teams for enhanced performance visibility
• Analyzed monthly business performance and control KPIs to identify operational risks and improvement areas
• Assessed the macroeconomic impact on investment performance, growth, and strategy for private credit portfolios
• Analyzed S&P 500 shareholder proposals to assess impact on corporate governance alongside School of Business leadership