Boston, Massachusetts, United States
MBA candidate with 5+ years of experience in analytics, business systems transformation, and strategic finance. Skilled in financial analysis, cross-functional collaboration, and delivering insights to support data-driven decision-making. Proficient in Excel, Tableau, and Power BI, with growing expertise in cash flow modeling and investment strategy.
Oversaw vendor disbursements totaling $5MM annually across multiple accounts, ensuring 99% accuracy and compliance with institutional finance protocols Developed and audited balance sheets, budget forecasts, and financial reports, reducing reconciliation errors by 25% and improving reporting efficiency
• Led financial analysis for a $600MM business unit, developing transformation strategies and optimizing automation to support financial decision-making • Delivered data-driven insights for strategic planning and cross-functional CRM projects, directly supporting business growth through the effective use of financial data • Collaborated with stakeholders to align operational goals and financial targets with scalable IT solutions, driving improved efficiency across key business units • Designed and presented actionable roadmaps for cost reduction and process optimization in the CRM and AI infrastructure, ensuring resource optimization and budget alignment
• Analyzed data trends for improved financial modeling, enhancing accuracy by 25% and supporting funding decisions in fundraising and marketing efforts • Optimized data preparation and validation processes that significantly reduced operational costs and errors, resulting in higher profitability for university-based projects • Conducted detailed analysis to support financial projections, delivering valuable insights to assist with resource allocation and long-term planning
• Supported financial modeling of product investments, optimizing KPI-driven reports that helped allocate resources more efficiently • Developed key financial and operational metrics for internal use, allowing senior management to monitor business unit performance with real-time insights • Contributed to data validation processes that impacted financial decision-making and project prioritization, improving project outcomes by 20%
• Streamlined service costs and improved forecasting accuracy for voice-assistive technologies, contributing to a 20% reduction in operational costs through customer lifecycle analysis and workflow optimization • Built cost trend and usage reports using Tableau, Excel, and SQL, enabling leadership to make informed, data-driven budgetary decisions that supported financial sustainability