Los Angeles, California, United States
I am a meticulous financial and data analyst driven by a fervent dedication to transforming intricate data into actionable insights. With over 5 years of comprehensive experience in financial planning, analysis, reporting, budgeting, business management, and data analysis, I bring a dynamic and results-driven approach to every endeavor. Armed with an MBA in Accounting, I have cultivated a keen sense of judgment, critical thinking, collaboration, decision-making, adaptability, storytelling, and problem-solving skills. This unique combination enables me to adeptly convert raw data into invaluable insights across diverse settings and scales. My expertise centers on conducting financial forecasting, budgeting, variance analysis, and financial modeling to underpin strategic decision-making processes. Additionally, I excel in scrutinizing extensive quantitative and qualitative datasets to unveil significant trends, patterns, risks, and opportunities. Proficient in a spectrum of programming languages and financial analysis tools including Excel, SQL Server, Python, Tableau, QuickBooks, Fathom, and SAP Finance. Fueled by strong analytical acumen, strategic thinking, and meticulous attention to detail, I am perpetually driven to refine processes and foster innovation through data-driven solutions.
Streamline taxpayer screening, verification, and data entry in Lacerte, preparing and filing 800+ tax returns ahead of deadlines while maintaining 100% compliance and confidentiality.
• Provide customized financial analysis and reporting solutions for small businesses, improving financial visibility and strategic planning. • Utilize Excel and Tableau to build financial models, track key metrics, and develop dashboards tailored to client needs. • Assist clients in budgeting, cash flow analysis, and forecasting, helping to identify growth opportunities and streamline operations.
• Conducted comprehensive financial analysis, including budgeting, forecasting, and financial modeling, resulting in an 87% improvement in forecasting accuracy. • Leveraged SQL, BigQuery, and SAP Finance to manage and analyze large financial datasets, contributing to business insights that increased efficiency by 10%. • Developed advanced Excel-based models (PivotTables, VLOOKUP, Index/Match) to support executive decision-making, automating key reporting functions and reducing turnaround time by 15%.
Screened taxpayers, verified information, and entered data to prepare and file 600+ individual and business tax returns within the last 3 months of my tenure, achieving 98% accuracy while ensuring compliance and confidentiality.