This metric-driven Senior Financial Analyst has a bachelor’s degree in Business and Managerial Economics and works closely with finance professionals from the U.S. and the Philippines. Recent experience includes senior financial analysis and senior investment analysis. Industry experience includes financial services and technology. Systems experience includes QuickBooks, Salesforce, SQL and advanced Excel.

Additional qualifications include:

• Streamlined expense management, invoicing and AR collection processes
• Conducted an in-depth cost analysis study that reduced expenses by over 18% by eliminating redundancies, setting-up automation, better vendor selection and new tools
• Developed and implemented a profitability dashboard that allowed management to easily evaluate most profitable clients, regions and industries
• Built forecasting models and facilitated creation of KPIs and metrics for various departments
• Improved data governance through execution of data cleanup and quality initiatives