Open to opportunities

Maxwell Adarkwah

@maxwelladarkwah

Message

Finance professional and CFA Level 3 candidate driving strategic insights through analytics and modeling.

United States

Message

What I'm looking for

I’m looking for a finance role where I can blend quantitative analytics, financial modeling, and executive reporting—owning budgeting/variance insights, building dashboards, and driving process improvements that strengthen operational excellence.

I’m a high-performing finance professional and CFA Level 3 candidate with a Master’s in Quantitative Finance. I’ve built a track record at Morgan Stanley, BlackRock, and SEI Investments, supporting senior leadership with clear, decision-ready insights.

At Morgan Stanley, I served as a Private Equity Project Manager, partnering across IT, Operations, and Finance to align initiatives with organizational financial targets. I managed project-related OPEX, produced quarterly performance summaries and MD&A reports, and streamlined reporting workflows to improve data integrity and transparency.

Previously at BlackRock, I leveraged advanced Excel and SQL to deliver scalable data solutions, analyze large datasets for market and industry trends, and enhance dashboards for real-time visibility. I bring strong financial modeling, variance analysis, and reconciliation expertise, with a process-automation mindset that strengthens operational excellence and budget discipline.

Experience

Work history, roles, and key accomplishments

Private Equity Project Manager

Morgan Stanley

Jul 2024 - Jul 2025 (1 year)

Partnered with IT, Operations, and Finance to align project goals with organizational financial targets and managed OPEX to keep initiatives within budget. Produced quarterly MD&A and performance reporting while streamlining workflows to improve reporting transparency and data integrity.

OPEX Budgeting Budgeting & Forecasting Stakeholder Management Executive Reporting Process Improvement Data Integrity

Analyst, Aladdin Client Services

BlackRock

Apr 2021 - Feb 2024 (2 years 10 months)

Used advanced Excel and SQL to build scalable data solutions for improved accuracy in financial performance tracking and internal controls. Analyzed large datasets to identify market and industry trends and enhanced financial dashboards to deliver real-time visibility into key performance drivers.

SQL Data & Analytics Dashboard Development Internal Controls Performance Tracking

Fund Accountant

SEI Investments

Jun 2018 - Jun 2019 (1 year)

Ensured the integrity of complex financial reports through accurate P&L statement analysis and reconciliation. Collaborated with internal teams to resolve financial discrepancies and support audit requirements.

P&L Statements Financial Reconciliations Financial Reporting Audit Support Data Integrity