I found my calling for financial analysis while modeling & reporting for a nonprofit, in a cultural institution & in running a business. I’ve honed financial data analysis techniques that empower operations through a finance certificate from UC Berkeley Extension & CFA preparation that bolster an MBA to focus on financial reporting & modeling. I have had the joy of providing analytical budgeting & forecasting for a nonprofit, a tech firm, Yale researchers and small businesses and am hungry to apply financial analysis in support of our vibrant community.I believe people & communication are key to successful analysis & I bring experience developing presentations, running meetings, writing & editing.My unique value add is a commitment to service, a true love for the actions of financial analysis, diverse experience & a humble willingness to learn.My practice is enhanced w/ a degree in Physics; an analytical MS focused on forecasting & a master’s degree in info science for research + data analysis.A curious person & a constant learner, I'm pursuing certificates in technical finance skills from modeling to ratio analysis & data visualization w/ Tableau, data analytics w/ Excel and FP&A in the Corporate Finance Institute, a data analytics certificate & the CFA program.I deliver actionable analyses that inform decisions & have provided financial guidance:-I created budget forecasts for a university’s capital art project, financial projections & statements for a small business’ investor pitch, financial models for a business facing distress.-Analyzed budgets, analysis, operations, finance, strategy & reports for a social good nonprofit.-I launched & led a successful community-centered startup from planning to profit, positive cashflow, & social impact through careful financial & budget management & analysis.-I drove a software firm's revenue & informed strategy through finance & variance analysis for executives, provided KPI’s, reporting, forecasts, accounting, monitoring & modeling to project costs to inform acquisitions, product development & testing.-Provided research analyses at Yale university leading to publications, patents & strategic initiatives & managed financial planning & analysis, budgets, accounting, treasury, operations & staff for three units.At core a generalist, I read & consume art widely & volunteer, relentlessly synthesize insights to give shape to the unknown & guide decisions about the future.I have demonstrated impact through analysis & am hungry to deliver & communicate actionable outputs in financial analysis.
