Bryan Diaz Email & Phone Number

Boston, Ma, Us

Greater Boston

Greater Boston Area

Houston, Texas Area

- Interpreted drivers behind quantitative risk metrics such as VaR and position delta- Developed risk analytics integrating ETRM sim results, ETL in Python, and visualization in Tableau- Quantified risk drivers for new product offerings in renewable gas space- Supported ETRM implementation including gas supply costing and pricing

Houston, Texas Area

- Development of pricing models for gas and electric markets in retail and commercial space.- Streamlining and standardization of pricing analytics across brands post-M&A.- Develop data visualizations to highlight load, customer value, and risks by region.- Develop and implement forecasting methodologies using Python's machine learning libraries through parametric (linear / LASSO regression/ ARIMAX) and nonparametric (decision trees, kernel nearest neighbors, and neural networks) analysis. - Implementing agile scrum as project management framework.

Houston, Texas Area

- Document and transfer accounting procedures for migration from field to hub.- Account analysis and reconciliation for balance sheet notes to maintain account integrity.- Analysis of revenue and costs by service unit, headcount, and CapEx for financial forecasting.- Consolidation and reporting of P&L including variance commentary.- Standardization of P&L reporting across South and North American markets.- Controlling and preparation of general ledger entries (accrual, reclassifications, recharges, etc.).- Analysis of balance sheet by currency to evaluate exchange rate and currency risk exposure.- Standardization of accounting policies for integration of acquired business units.- Development of financial analytics and dashboards for self-service business intelligence.

Greater Los Angeles Area

• Developed refinancing and budgeting models to support long-term capital planning and renewal of state/county contracts.• Completed market and cash flow analyses for potential investors in property financing efforts.• Created and revise financial models and real estate proformas to assess solvency and profitability.• Prepared financial reports and schedules to engage external auditors in A-133 audit to attest to adherence to federal fund agreements.• Forecasted P&L for operating and cash budgets to monitor cash flow and variance.• Prepared schedules and accounting entries in adherence with GAAP and fund accounting standards.• Standardized and internalize AP and AR procedures across housing subsidiaries.• Streamlined cost accounting reporting and billing, revenue recognition, and cash flow from grantors.

Greater San Diego Area

• Deployed marketing system to realize clientele growth goals by planning and executing a marketing strategy using personalized mailers and portfolio reviews to reach high net worth individuals.• Proposed and implemented use of real estate records, SEC filings, and business profiles as data sources to compile database of over 500 leads and gain insights into prospective investors' financial and advisory needs.• Led support for ad hoc investment, macroeconomic, and real estate research for investment team.• Created customized marketing collateral to highlight financial advisory offerings.

Greater San Diego Area

• Collected data on credit performance and client demographics for over 200 microfinance institutions.• Analyzed data using quantile regression to quantify trends in credit reporting discrepancies.• Managed data collection and analysis using Excel macros and STATA statistical package.• Worked alongside professor to publish, "Monitoring Repayment in Online Peer-to-Peer Lending."

Master Of Business Administration - Mba

Bachelor Of Science - Bs, Management Science