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zohair siddiqui

@zohairsiddiqui

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Strategic analytics and risk leader driving data-driven decisions in fintech and financial services.

United States

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What I'm looking for

I seek roles where I can lead analytics and risk initiatives in fintech or financial services, build scalable pipelines, influence strategy, and work in collaborative, compliance-focused teams that value measurable impact.

I am a data and analytics professional with 15+ years of experience across fintech, banking, consulting, and energy, focused on transforming compliance and business intelligence. I combine financial modeling, risk assessment, and portfolio management expertise to deliver actionable insights.

As a co-founder and strategic data insights lead, I spearheaded portfolio evaluations and analytics infrastructure projects that improved forecast precision by 18% and reduced reporting timelines by 30%. I build pipelines and visualizations with SQL, Python, Power BI, and Tableau to enable executive decision-making.

My consulting and institutional roles at Fidelity, Deloitte, and Branch Banking & Trust involved engineering financial strategy frameworks, streamlining reporting, and enhancing forecasting models to boost accuracy and efficiency. I have a proven track record of aligning analytics with compliance, achieving high regulatory alignment in fintech initiatives.

I hold professional certifications including CFA and ACMA, am pursuing a PhD in FinTech & Machine Learning, and prioritize collaborative leadership, practical analytics implementation, and measurable performance improvements to support strategic growth.

Experience

Work history, roles, and key accomplishments

Current

Co-Founder & Strategic Data Insights Lead

Current

Esperanza-Tech LLC

Jun 2022 - Present (3 years 3 months)

Spearheaded portfolio evaluations and analytics infrastructure, improving forecast precision by 18% and reducing executive reporting timelines by 30% while driving 85% compliance alignment with fintech regulations.

Python SQL Power BI Data Modeling Forecasting Risk Assessment Regulatory Compliance Dashboarding

Financial Data & Strategy Consultant

Fidelity Investments

Jan 2020 - May 2022 (2 years 4 months)

Engineered financial strategy frameworks and analytics pipelines, reducing reporting inaccuracies by 15% and cutting reporting time by 27% to enable real-time executive insights.

Power BI SQL Financial Modeling Data Integration Stakeholder Management

Financial Data & Analytics Consultant

Deloitte

Jul 2018 - Dec 2019 (1 year 5 months)

Delivered analytics and dashboard solutions that increased operational efficiency by up to 20% and improved forecasting and risk assessment for clients.

Excel SQL Data Visualization Forecasting Risk Assessment Dashboard Development

Lead Financial Analyst

Branch Banking & Trust

Apr 2017 - Oct 2019 (2 years 6 months)

Managed market research and financial modeling that identified $5M in investment opportunities and improved budget accuracy by 12%, supporting portfolio managers with actionable insights.

Financial Modeling Excel Market Research Budgeting Investment Analysis Cost Optimization Risk Analysis

Investment Research Analyst

Bank Dhofar

Sep 2015 - Mar 2017 (1 year 6 months)

Conducted market and sector research and built financial models that mitigated risks by 15% and informed multi-asset strategic decisions.

Equity Research Financial Modeling Excel Risk Mitigation Report Writing

Senior Audit Associate

Grant Thornton

Nov 2011 - Aug 2015 (3 years 9 months)

Executed detailed financial statement audits ensuring 100% IFRS compliance and reduced review time by 25% through use of auditing software and process improvements.

IFRS Financial Reporting Compliance Process Improvement

Financial Analyst - Budgeting & Forecasting

Gasco Engineering Private Ltd

Jun 2008 - Oct 2011 (3 years 4 months)

Designed financial forecasts and scenario analyses that optimized resource allocation by 10% and reduced budget variances by 12%, improving project profitability.

Budgeting Forecasting Excel Financial Planning

Education

Degrees, certifications, and relevant coursework

Schulich School of Business, York University

Doctor of Philosophy, FinTech & Machine Learning

Pursuing a PhD in FinTech and Machine Learning with dissertation focused on machine learning models for predictive risk assessment in decentralized finance.