At Principal Financial, I own monthly P&L variance reporting for three business units and helped identify $280K in cost optimization opportunities. I also prepare quarterly performance reviews with driver-based commentary for senior leadership.
I developed Power BI financial dashboards integrated with SQL data sources, improving reporting accuracy to 99%. I also built Excel scenario models to support portfolio rebalancing decisions across eight asset classes.
At DMI Finance, I built predictive forecasting models with Python and Excel that improved forecast accuracy by 12%. I also used SQL to reconcile transaction records and uncovered duplicate payments totalling $87K.
Across my finance work, I’ve supported budgeting, financial reporting, and analysis using tools including Tableau, Power BI, and Excel. I’ve also mentored junior analysts in variance analysis, financial modeling, SQL, and Power BI.
