Summary
Experienced and data-driven operations/performance analyst with 3+ years of demonstrated working history in
business/financial intelligence with a MS in Business Analytics. Making operational changes by creating databases
that continue to provide training for new hires and tools for international partners while cutting down processing
time by at least 50%. Adept at designing creative relational database through ETL from different data sources utilizing
Python, SQL, VBA, APIs & Cloud Platform.
Education
Master of Science - Business Analytics (MSBA)
2019 - 2020
Hult International Business School | San Francisco, CA
Bachelor of Science - Actuarial Science
2012 - 2016
Bentley University | Waltham, MA
Relevant Skills
- Programming Languages: Python (pandas, NumPy, Matplotlib, Seaborn) | SQL | VBA | Matlab | R
- BI Tools & Applications: Tableau (TabPy) | Excel (pivots, vlookup & array formulas) | Access | JIRA
- Data Analytics: Google Cloud Platform (Dataproc, BigQuery, APIs etc.) | Google Analytics | AWS | Azure
- Data Modeling: Machine Learning with scikit-learn | Data Optimization | Statistics (hypothesis testing, multi-regression)
Relevant Experience
INFORMA | Performance Analyst
Feb 18 - May 19
White Plains, NY | Analyze, interpret financial data and generate financial performance reports for clients
- Created an Access relational database with VBA & SQL that cuts processing time by 50% while automating and
prioritizing tasks, centralizing information on more than 30 portfolios
- Designed lookup, filter and checklist functionality in the database that facilitates internal training for new hires
while enabling workload transfer and work coverage between analysts and teams
- Worked directly with more than 10 investment managers, managing more than 40 reports under deadline
- Devised dataflow improvements by flagging and recording in the database recurring issues with data import and
format while working directly with developers through JIRA to resolve
- Troubleshot reporting tools by researching inflows, outflows, dividend payouts and accruals and provided clients
with return proofs for portfolios’ performance using modified Dietz method
STATE STREET | Investment Mgmt. Operations Analyst
Jul 16 - Dec 17
Boston, MA | Options and swaps trades processing for a custodian bank
- Automated daily derivatives reconciliation through macros & VBA to cut processing time by more than 50%
- Designed macros to reduce processing time for manual swap trades by 70% while insuring data integrity when
exporting trades to the internal system
- Identified and inspected error patterns such as auto settlement and auto expiry that caused mismatches between
accounting and money movements
- Provided training to international teams on the derivatives reconciliation tool while communicating with clients
groups outside of State Street to meet daily NAV evaluating deadline
ARCTARIS CAPITAL PARTNERS | Analyst Intern
Sep 15 - Feb 16
Boston, MA | Royalty Financing, Venture Capital
- Incorporated Monte Carlo simulation into the fund’s IRR model for revenue forecasting while researching
& analyzing potential companies to provide royalty financing and financial advice
CASELLA WASTE SYSTEMS | Resource Mgmt. Intern
Jul 14 - Oct 14
Boston, MA | Waste Management Systems
- Designed a macro-enabled Excel sheet to organize maintenance tasks, alert workers when equipment required
maintenance and automate the process of inventory valuations based on physical counts
Projects
- Investment Dashboard using Python, Google Sheets & BigQuery (401k Investment Dashboard)
- ETL data pipeline and workflow using Python & Google Cloud Platform (COVID-19 Dashboard)
- Lumiata COVID-19 Global AI Hackathon
- ModelOff Excel Modeling Competition 2017 & 2018 Participant – Round 2 Finalist
Certifications
- AWS Cloud Practitioner Essentials (Second Edition)
- Data Analyst with Python Track (DataCamp)
- Google Cloud Platform Big Data & Machine Learning Fundamentals (Coursera)
