JR. Business/Financial Analyst
About Me
Motivated early-career professional with a Master’s in Business Analytics from the University of California, Riverside, and hands-on experience in business and financial analysis across diverse industries. Skilled in financial modeling, data analysis, and strategic planning, with proficiency in tools like Python, SQL, Tableau, and Excel. I excel at translating complex data into clear insights to support informed decision-making and drive business growth. Known for my problem-solving abilities, attention to detail, and adaptability, I am eager to contribute to dynamic teams in entry-level roles focused on data-driven financial and business strategies.
Skills
SQLComplianceReportingMicrosoft ExcelMarket ResearchBudgetingBankingBank ReconciliationFinancial Planning Analysis
Experience
Designed and developed course modules on Web Development Fundamentals and Ethics & Social Responsibility
in Technology for high school students.
Integrated foundational concepts, hands-on exercises, and real-world case studies to build technical skills and
ethical awareness in tech careers.
Researched and evaluated Glean.AI’s accounts payable platform, analyzing scalability, financial metrics, and
growth strategy to align with HP’s investment objectives, while providing insights on product differentiation,
market positioning, and competitor analysis.
Managed and analyzed large financial datasets using OpenRefine, Excel, and SQL, delivering actionable
investment recommendations through trend analysis and data-driven insights.
Generated 30 high-quality leads for Costco, driving $600K in revenue with a lead generation rate 50–100% above
average, while engaging 100+ clients weekly and boosting customer satisfaction by 35%; launched a feedback
system that increased repeat business and referrals by 10%.
Developed Tableau dashboards to track lead trends, enhancing strategy optimization and data visibility by 40%,
and managed payroll for 20 employees, ensuring 100% accuracy.
Researched 15 competitor apps to analyze subscription trends, driving strategic pricing decisions and creating
models that reduced costs by 15% and projected a 10% increase in customer acquisition; collaborated on beta
development, offering feedback that enhanced the final product by 10%.
Developed financial models and conducted variance analysis to identify risks and opportunities, improving forecast
accuracy by 15%.
Completed documentation for 80+ housing loans and mortgages with 100% accuracy, ensuring regulatory
compliance while reviewing housing plans for 60 cases and facilitating the timely disbursement of 40 loans to
enhance processing efficiency.
Performed account analysis and reconciliations for 30+ client accounts weekly, supporting accurate financial
reporting and maintaining adherence to government regulations.
Education
Master of Science in Business Analytics
Bachelor of Business Administration
Portfolio not available.