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Senior Analyst with 4+ years in FP&A, investment analysis & strategic planning
AI is analyzing your overall score…
Identifying your key strengths…
Evaluating your skill match against the job requirements…
Assessing your cultural and operational fit
Results-driven Financial Analyst with 4+ years of experience driving FP&A, investment analysis, and strategic financial planning across healthcare and capital markets. Expert in budgeting, forecasting, valuation, and KPI-driven decision support, with a track record of improving cash flow, enhancing forecast accuracy, and influencing executive decisions through data-backed insights. Advanced in Excel, SQL, and Visualization tools, with strong expertise in financial modeling, scenario analysis, and translating complex data into actionable business strategies.
Prestige Institute of Management and Research
Bachelor's · Finance
N/A – June 30, 2020
Baruch College, Zicklin School of Business
M.S. · Finance
N/A – June 30, 2024
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CFA Level I - Cleared
Unknown
June 1, 2026 – Present
Cultural Fit Analysis
The candidate's experience across different financial sectors (healthcare, hedge fund, investment banking, ESG consulting) and roles indicates a broad perspective and adaptability, which aligns well with dynamic environments. Their focus on data-driven decision-making and process improvement suggests a proactive and results-oriented approach. The academic background in Finance further solidifies their foundational knowledge.
Soft Skills & Operational Fit
The candidate demonstrates strong analytical and problem-solving skills, evidenced by their ability to reduce accounts receivable, improve forecast accuracy, and streamline financial processes. Their experience in preparing and presenting financial performance packs to senior management indicates good communication and stakeholder management abilities. The diverse project experience suggests adaptability and cross-functional collaboration potential.