At Forte Capital Group, I build financial models for fintech and technology companies, analyzing revenue, margins, operating drivers, and scenarios to evaluate performance and growth opportunities.
I also conducted structured research across 200+ companies, synthesizing market, financial, and operating data into concise analyses for senior stakeholders. I use AI-enabled research tools and advanced Excel workflows to streamline analysis across fragmented data.
At Ernst and Young LLP, I analyzed contract and billing data across 30 customer engagements, identifying approximately $80K in quarterly revenue leakage tied to outdated renewal rates and workflow gaps. I traced discrepancies across contracts, invoices, approval records, and operating procedures to find recurring process failures.
I also used Alteryx and Excel to analyze reimbursement data, identifying approximately $36K in irregular reimbursements and recurring branch-level anomalies. My recommendations and process documentation helped business and HR stakeholders strengthen controls and reduce manual review.
