Financial Analyst

Rate, USD
Not specified
Work schedule
Full Time,
Language skills
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About me

I am on the lookout for a company that values sharp analytical minds and offers opportunities to hone my financial acumen even further. I am deeply passionate about dissecting data, predicting trends, and making informed decisions that drive the company’s success. The ideal company for me is one where teamwork knows no bounds, where I can seamlessly work with diverse teams to achieve common goals and deliver outstanding results.

Professional area


Aug 2018 - May 2022 Deans List Scholar @ Boston College – Carroll School of Management


July 2022 - Aug 2023 Financial Analyst @ Varde Partners

Developed financial models in Excel to participate in monthly, quarterly, and annual closing procedures by reporting budget vs. actuals and cross-validating data, to provide accurate and timely financial recommendations to senior management

Worked cross-functionally across multiple departments, including accounting and operational teams, to co-own the operational forecast process and assist P&L review to prepare in-depth analysis to challenge assumptions and propose solutions

Prepared analyses of the forecast and performance vs budget process, implementing cost minimization strategies, and created monthly operational expense and foreign exchange analysis reports to provide initial commentary based on key drivers

Reviewed monthly and quarterly financial KPIs and operational and financial reporting to build detailed annual budgets and forecasts for different departments, maintaining accuracy and consistency with company reporting standards

Evaluated new and existing growth projects and investments to generate regular and ad-hoc reports for financing partners including risk and cash flow analysis to solve operational issues and make recommendations

Consolidated and analyzed financial data for internal management reports and external stakeholders, leveraging Salesforce and databases to prepare documentation for deals, including target lists of potential investors, and virtual data room setup

Troubleshooted existing financial systems to continuously improve the quality and scalability of reporting and analysis, including implementation of new tools and processes

Streamlined financial analysis and reporting processes by creating standard operating procedures, assisting with continuous improvement projects

May 2021 - Aug 2021 Capital Markets Analyst @ PNC Bank – Financial Institutions Group

Leveraged extensive research in financial markets and analysis of finance metrics to identify capital markets products for a wide client base including FinTechs, Private Equity firms, insurance companies, domestic banks, and other diversified financial institutions

Identify industry trends, competitor activities, and market dynamics to create lender presentations, client proposals, and other ad hoc materials to pursue new initiatives and contribute to the origination and execution of capital market transactions

June 2020 - Dec 2020 Business Development Analyst @ SuitUp, Inc

Sourced over 25 corporate partnerships and secured $125,000+ for the organization with new contracts through various channels, including cold calling, email campaigns, social media, and networking events

Developed sales and marketing strategies to build strong relationships with potential partners and engage niche industries in promoting the education of children in underserved communities

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