Strategic Financial Planning and Budget Optimization: Led comprehensive financial planning and budgeting initiatives, managing key projects like ETHH and MCM Financial Analysis to ensure alignment with strategic goals. By refining forecasting models and risk assessments, I have strengthened financial insights and accuracy in planning. Improved financial visibility and resource allocation, supporting growth in high-priority areas and facilitating executive decision-making.Cross-Functional Collaboration for Operational Efficiency: Collaborated closely with compliance, business development, and technical teams to streamline financial operations and ensure smooth process flows across departments. My work has been instrumental in bridging departmental objectives and enhancing team synergy. Achieved seamless integration across functions, reducing bottlenecks and improving speed and accuracy in reporting and decision-making.AI-Driven Financial Solutions and Process Innovation: Implemented AI-driven tools for high-frequency trading, customer service, and marketing automation. This innovation optimized workflows, reduced manual intervention, and improved real-time accuracy.Increased profitability through cost savings, improved process efficiency, and a competitive edge in trading and customer engagement.

Developed and maintained complex financial models and forecasts to support business plans and budgeting processes, incorporating python automation scripts on Excel that reduced manual administration tasks by 62%.Prepared detailed financial models to facilitate the budgeting processes, enhancing precision and efficiency (e.g., Three-Statement, DCF and Budget).Conducted thorough variance analysis, pinpointing underlying factors and providing strategic insights to optimize cost by $350,000 annually.Utilized statistical models and scenario planning to enhance reliability of cash flow forecasts based on analysis of historical data.Created consolidated P&L, cash flow, and balance sheet projections to evaluate alignment of organizational budgets with financial objectives.Leveraged ratio analysis and financial modeling techniques to provide databacked recommendations on budget proposals and funding requests to ensure feasibility and goal alignment.Spearheaded cross-departmental engagement to streamline financial data collection processes and systems for consistent insights.Collaborated with accounting to conduct account reconciliations and identify any outstanding items needed for timely month-end close.Analyzed and reported on the organization's current financial status, spending trends, and forecast implications.

Prepared financial models and assisted in budgeting processes.Assisted financial analysis team in conducting financial analysis and reporting.Participated in budget analysis to predict monthly expenditures based on historical statements.Analyzed and reported on current financial status, spending trends and forecast implications.Initiated a proposal to generate additional $1.8M in revenue after identifying area for cost-saving.