• Conduct detailed analysis of financial data, specializing in 10-K and 10-Q filings to ensure data accuracy.• Execute complex calculations involving stock options, pension plans, and stock-based compensation, providing strategic insights for financial decision-making.• Develop and optimize SQL queries for data extraction and analysis from extensive datasets.• Design automated reports and interactive dashboards to monitor key performance indicators.• Support data collection, cleaning, and transformation for diverse projects.• Perform exploratory data analysis to uncover trends and patterns.• Create impactful data visualizations and dashboards using Power BI to facilitate informed decision-making.• Collaborate effectively with cross-functional teams to derive actionable insights from data.• Proficient in Microsoft Excel, with advanced skills in data analysis, formulas, and spreadsheet management.• Hands-on experience with financial accounting statements: Income Statement, Balance Sheet, and Statement of Cash Flows.• Utilized Pandas in Python to create data frames by importing financial data from Excel spreadsheets and SEC documents.• Performed data cleaning and preparation tasks, including removing duplicates, handling missing values, and converting data types using Pandas.• Calculated key financial ratios such as Net Profit Margin to assess company profitability and computed statistical measures like mean and median of revenue data.• Contributed to the development of an automated data analysis system using AWS services and machine learning to process SEC documents, increasing analyst productivity by 30% and driving a 15% revenue growth through more timely and accurate financial insights.

• Analyzed participant investments and market trends, providing investment options.• Delivered superior customer service, addressing participant inquiries and needs.• Explained TIAA products and services, executing transactions, and maintaining records.

• Collaborated with bankers to identify revenue growth opportunities.• Resolved client inquiries and demonstrated expertise in banking and credit products. • Provided superior customer service and executed transactions.• Proficient in PC applications including WORD, EXCEL, PowerPoint.

• Processed customer transactions accurately and efficiently.• Provided account services, recommended financial products, and answered inquiries. • Handled daily operations, including check cashing, deposits, and withdrawals.