SKILLS & TOOLS
What I bring to the table.
Financial Analysis & Decision Support
- Financial Analysis
- Pricing & Scenario Analysis
- ROI & Break-Even Analysis
- Trend & Variance Analysis
- Financial Modeling (Excel-based)
- Data-Driven Decision Making
Reporting & Data
- KPI Tracking & Dashboarding
- Executive & Business Intelligence Reporting
- Data Validation & Reconciliation
- Discrepancy Analysis
- Data Integrity
- Large Dataset Analysis
Financial & Business Operations
- Financial Operations
- SEC & FINRA-Compliant Workflows
- Audit & Documentation Controls
- Process Optimization & Workflow Standardization
- Operational Analytics
- Cross-Functional Collaboration
Technical Expertise
Analytical Tools
Microsoft ExcelADVANCED
Power BI
Tableau
SQLFOUNDATIONAL
Google Sheets
Microsoft Excel — Advanced
Pivot Tables · VLOOKUP / XLOOKUP · Data Modeling · KPI Dashboards
SQL proficiency is foundational — I'm comfortable with basic queries and continuing to build depth, not an advanced or production-level SQL skill set.
Business Systems
Salesforce CRM
Relius
TACC
Genesys Cloud
UKG
PeopleSoft
HRIS
QuickBooks
Google Workspace