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Brandon Ladd

@brandonladd

Financial analyst at Colibri Group who automated a 90+ slide reporting process and is bringing data analysis to public and nonprofit work.

United States

Message

What I'm looking for

I’m looking to bring my financial and data analysis toolkit to public and nonprofit work, where data analysis can drive positive social impact.

At Colibri Group, I rebuilt the monthly reporting package with Excel data models fed from Power BI through Power Query. A single month input now updates every table and graph in a linked 90+ slide deck, cutting refresh time from several days to roughly 30 minutes.

At The Cigna Group – Evernorth Health Services, I identified and quantified approximately $100M in financial guarantee errors through SQL analysis and contract interpretation. At Walmart, I authored a white paper recommending the divestiture of a $150M equity stake in Rakuten. I’m now deliberately bringing my financial and data analysis toolkit to public and nonprofit work, where it can drive positive social impact.

Experience

Work history, roles, and key accomplishments

Current

Sr. Financial Analyst

Current

Colibri Group

May 2026 - Present (5 months)

Rebuilt monthly reporting package with Claude-assisted Excel data models, cutting refresh time from days to 30 minutes. Led budget-to-actual reviews and built monthly forecasts for capital expenditures.

SQL Power BI Excel Power Query Claude Financial Modeling Budgeting Forecasting

Financial Analysis Sr. Advisor

The Cigna Group – Evernorth Health Services

Oct 2025 - May 2026 (7 months)

Identified and quantified ~$100M in financial guarantee errors through SQL analysis and contract interpretation. Authored department policy on drug classification changes and benchmarked generic drug adoption.

SQL Financial Analysis Contract Interpretation Policy Writing Variance Analysis Forecasting

Financial Analysis Advisor

The Cigna Group – Evernorth Health Services

May 2024 - Oct 2025 (1 year 5 months)

SQL Financial Analysis Contract Interpretation Policy Writing Variance Analysis Forecasting

Sr. Financial Analyst, Finance & Accounting Development Program

Walmart

Aug 2022 - May 2024 (1 year 9 months)

Authored white paper recommending divestiture of $150M equity stake in Rakuten. Forecasted daily cash flows for ~$3.5B portfolio and designed SQL/Power BI impact tracking for refrigeration pilot.

SQL Power BI Financial Modeling Cash Flow Forecasting Data Analysis Analytical Writing