At Citigroup, I lead monthly FP&A reporting across revenue, operating expenses, and profitability, analyzing $85M+ in annual spend against budgets and rolling forecasts. I build integrated financial models that improved forecast visibility across eight business functions and shortened monthly reporting cycles by 30%.
I automate recurring reports with Power Query, Power BI, and Excel, eliminating 15+ hours of manual preparation each month. I also prepare executive-ready financial statements and performance reports from SAP and SQL data.
At Fidelity Investments, I analyzed $60M+ in annual operating budgets and delivered monthly budget-to-actual reporting that supported 8% expense optimization. I developed forecasting models and Power BI dashboards, contributing to improved quarterly planning accuracy and reducing reporting preparation time.
My projects include a driver-based forecasting model for P&L and cash flow projections, and a corporate valuation model using DCF, NPV, IRR, sensitivity analysis, and comparable-company metrics.
