• Prepared accurate financial reports using QuickBooks, ensuring compliance with accounting standards and organizational requirements. Utilized Excel skills to create dynamic financial models for scenario analysis and strategic planning.• Leveraged Tableau and Power BI to design visually compelling dashboards and reports, delivering insightful financial analyses that supported informed decision-making and identified cost-saving opportunities.• Assisted in the development of budgets, providing detailed analysis and recommendations for cost-saving measures. Collaborated with cross-functional teams to gather relevant financial data and drive financial performance improvements.

• Assisted in the monthly G&A performance reporting for key departments, prepared accurate and timely financial reports using QuickBooks, and managed Balance Sheet GL account reconciliation.• Executed data quality control testing frameworks using Tableau to address audit and regulatory findings, ensuring the accuracy of the financial system information, and imported/exported files for analysis and troubleshooting.• Back tested rebalancing strategies for stock indexes based on relative cumulative rate of return, identified opportunities for investment planning improvements, and established new processes to scale G&A planning and reporting.

• Drove a 20% increase in client acquisition and a 30% improvement in satisfaction ratings through strategic relationship-building and market research, expanding the sales pipeline with over 25 qualified leads.• Contributed significantly to clients' growth and financial stability by enabling access to working capital and SME loans, resulting in a 20% rise in commission-based revenue through strategic partnerships.• Led financial analyses to assess client debt structures, facilitating collaborative financial solutions and securing funding fortheir operational and expansion objectives.