Project: Data-Driven Solutions for Business ChallengesObjective: Address data quality issues and optimize decision-making using business intelligence tools.Technical Environment: Excel, PowerPoint, Tableau Prep Builder, Tableau Desktop, Database system.Summary: Implemented BI solutions to rectify errors, establish data controls, and enable accurate reporting via Tableau dashboards. Tasks included analysis, data cleaning, dashboard design, control implementation, and stakeholder training.Visualization: Utilized bar, pie, line, bullet, and waterfall charts with drill-down and dual-axis capability.Accomplishments: Established efficient data cleaning procedures and robust data quality control policies, streamlining decision-making and optimizing stakeholder benefits.Project: Transaction Advisory Support for Financial InstitutionObjective: Provide risk assessments and strategic insights for M&A transactions through data analytics.Technical Environment: Excel, PowerPoint, Alteryx, Tableau Prep Builder, Tableau desktop, Database systemSummary: Assisted in transaction advisory for acquiring a microfinance institution, involving data cleaning, risk analysis, and visualization, including the identification of overlapping branches.Tasks completed: Conducted data cleaning and organization of loan tape, deposit tape, and collateral data. Performed comprehensive risk analyses, evaluating financial, operational, and credit risks, including capital adequacy ratio assessment and segmentation of non-performing loans. Presented findings with visualizations and utilized Tableau's geospatial function to identify overlapping branches within a 1-5km radius from the client's branches.Visualization: Utilized bar, pie, line, waterfall, vintage curve, and Tableau maps.Accomplishments: Successfully facilitated risk identification, assessment, and mitigation, while pinpointing overlapping branches to enable informed decision-making and accomplish client objectives.

Technical Environment: S&P Capital IQ, Excel, Power Query, Power BI, Pivot, Word, PowerPoint, Summary: Worked closely with highly reputable clients to analyze historical financial data, identifying trends, patterns, and potential issues impacting transaction deal parameters.Tasks completed: Compiled and analyzed extensive financial data, both public and private, generating clear reports with insightful charts. Collaborated with team members, leveraging proprietary tools to enhance firm reputation in M&A transactions. Presented findings to partners and investors for informed due diligence outcomes.Visualization: bar charts, pie chart, line chart, waterfall chartsKey Accomplishments: Client gained deep insights into target companies, enabling informed decisions.

• Worked on transactions in the specialty automobiles, recreational products, beverage and purified water bottling, aviation and air lines industries• Prepared detailed financial models including merger and acquisition models (M&A) and leveraged buyout (LBO) models• Valued companies using multiples, comparable company analyses and discounted cash flow analyses Selected transaction experience: M&A buy-side acquisition of multinational recreational automobile company Built financial projection models projecting company’s income statement, cash flow statement and balance sheet as well as depreciation and working capital schedules Conducted valuation analysis, including analyzing comparable companies, precedent transactions and built discounted cash flow models: Identified potential bolt-on acquisitions based on client strategy as well as financial, geographic and product line criteria across various industry sectors LBO of beverage and purified water bottling Constructed full-scale LBO model including 3 statements, valuation, supporting schedules and scenario analysis: Presented potential opportunity to investment firms LBO of aviation company Built complete model with three statement projection, supporting debt, mezzanine, depreciation schedules and integrated with IRR analysis:

• Collected trade data for Asian countries, Latin America and Africa countries analyze their trade pattern,• Conducted time series analysis on trade data for preliminary findings, • Prepared graphical representations of trade data which were subsequently included in the publication of the research,• Collaborated with lead researchers and provided additional assistance in a timely manner as they needed,

• Developed new clients through cold calling and distributing specialized marketing material to expand business and increase profit,• Identified the financial issues of clients and insurance needs in order to improve their financial situations,• Analyzed the client personal finances and consulted with them about WFG products and services,• Studied the various aspects of financial investment and insurance products in order to enrich personal knowledge and to become better financial service clientele,