I’m a credit analysis, financial modeling and revenue management professional with over 15 years’ experience in the banking and fintech industries. I love to dig into account and transaction level data to provide insights and determine variances to target. I have an analytical mindset and love to answer questions, solve problems, and provide insights with data. I continue to learn and develop my skills in order to provide dynamic and robust analysis and models in Excel. This includes utilizing pivot tables, advance lookup functions, data validation, data tables, solver, VBA and various visualizations. I have a M.S. and B.S. in Finance and recently completed a FMVA certification. I am currently a Senior Portfolio Analyst with Rewards Network. Selected Achievements:• Created and implemented a model in Excel to both track and forecast sales by account and identify variances to target. This allowed me to manage a portfolio of over 1000 accounts more effectively and minimize the variances to target. • Developed multiple scenario and sensitivity analysis for new partner launches to identify areas for concern and solutions to optimize the launch of new partnerships to existing clients• Provided quarterly reporting for large multi-unit accounts that highlighted the value and performance of the product.My purpose is to provide the most value that I can. My professional skills include:• Analysis and Reporting• Collaboration• Service• Underwriting and Structuring Deals• Modeling• Account ManagementIf you’d like to connect, I’d appreciate the opportunity to continue to learn from others or to help someone else.
Listed skills include Portfolio Management, Credit Analysis, Mortgage Lending, Financial Modeling, and 1 others.