B2B Financial Analyst

- Financial Modeling & Forecasting

- Data Analytics & Visualization (Tableau, Power BI)

- P&L Management & Revenue Optimization

- Market & Competitive Analysis

- Revenue Cycle & Contract Management

- SQL & Python for Data Processing

- Advanced Excel & VBA Automation

- Stakeholder Engagement & Cross-functional Collaboration

- Critical Thinking & Problem Solving

- Adaptability in Dynamic Markets

*Senior Financial Analyst | Global Tech Solutions, New York, NY*

June 2022 – Present

- Led quarterly revenue forecasts and variance analyses for enterprise SaaS clients, increasing forecast accuracy by 15% through enhanced modeling techniques.

- Developed a dynamic KPI dashboard using Power BI that consolidated financial and operational metrics, reducing reporting time by 30%.

- Partnered with sales and product teams to analyze client contract profitability, resulting in renegotiation strategies that boosted margins by 8%.

- Implemented AI-powered predictive analytics tools to identify revenue leakage and optimize sales strategies, leading to a $2M annual uplift.

*Financial Analyst | FinCorp Consulting, Boston, MA*

August 2018 – May 2022

- Supported B2B banking clients with cash flow analysis, credit risk assessment, and portfolio management strategies.

- Built complex financial models for M&A valuation scenarios, assisting in deal negotiations and due diligence processes.

- Conducted market research and competitive benchmarking that informed client's expansion plans into emerging markets, resulting in a 12% increase in projected revenues.

- Facilitated the migration of legacy reporting systems to cloud-based analytics platforms, achieving real-time reporting capabilities.

*Junior Financial Analyst | Innovate Finance, Chicago, IL*

July 2016 – July 2018

- Assisted senior analysts in preparing monthly financial statements and client reporting packages.

- Conducted variance analysis on client portfolios to track performance against industry benchmarks.

- Automated manual data entry using macros and VBA, which reduced processing errors by 20%.

- Supported the development of client-specific financial dashboards, fostering transparency and better decision-making.

**Bachelor of Science in Finance**

University of Illinois, Urbana-Champaign

*Graduated 2016*

- Certified Financial Modeling & Valuation Analyst (FMVA) — Corporate Finance Institute, 2021

- Financial Data Analytics Certification — Coursera, 2023

- **Client Profitability Analysis for SaaS Portfolio:** Developed a comprehensive profitability model that segmented clients by industry and size, resulting in targeted account strategies that increased retention rates.

- **AI-Enabled Revenue Forecasting Framework:** Led a project to incorporate machine learning algorithms into revenue prediction models, improving forecasting accuracy by 18% and enabling proactive planning.

- Tableau, Power BI, Looker

- SQL, Python, R

- Excel (advanced formulas and VBA), MS PowerPoint

- Adaptive Analytics Platforms (e.g., Alteryx, Domo)

- CRM & ERP Systems (Salesforce, SAP Financials)

- English (Native)

- Spanish (Professional Working Proficiency)