Open to opportunities

ofri shemesh

@ofrishemesh

Financial analyst specializing in FP&A, forecasting, and business intelligence reporting built for decision-ready insights.

United States

Message

What I'm looking for

I’m looking for a role where I can own forecasting and scenario modeling, build decision-ready dashboards, and automate reporting with Excel/VBA/Power BI—helping teams understand drivers, track performance, and improve planning accuracy.

I’m a financial analyst with experience in financial modeling, forecasting, and data analysis, focused on building structured, decision-ready reporting systems. I translate raw data into clear business insights through variance analysis, assumption-driven modeling, and KPI-focused performance tracking across insurance and financial datasets.

In my current analytical and reporting role, I designed and maintained Excel-based commission tracking and revenue performance dashboards, supporting premium scenarios, persistency assumptions, and monthly production visibility across 250+ active policies. I also automate recurring reporting with VBA and Power Query, and visualize results in Power BI—so stakeholders can quickly understand drivers, compare projected vs. actual outcomes, and make confident decisions.

Experience

Work history, roles, and key accomplishments

Current

Financial Analyst (FP&A)

Current

Prodigy Life

Jan 2025 - Present (1 year 5 months)

Designed and maintained Excel-based commission tracking and revenue reconciliation for 250+ active policies, improving monthly performance visibility. Built forecasting models and dashboard reporting to support revenue tracking, lapse analysis, and KPI monitoring.

Financial Modeling Revenue Forecasting KPI Tracking Power Query