$90,000

Finance & Data Analytics Associate Candidate #062625

St. Louis, MO

Data Analytics, Finance

1 years

6/26/2025


Profile

I am a results-driven Financial and Data Analyst with hands-on experience in FP&A, forecasting, and data visualization across both startup and enterprise environments. With strong technical skills in SQL, Excel, Tableau, and Power BI, I have developed dynamic financial models and conducted in-depth performance analyses that guided pricing, inventory, and promotional strategies. My experience spans working with cross-functional teams to translate complex financial data into actionable business insights. I hold a Master’s in Quantitative Finance from Washington University in St. Louis and have passed CFA Level I.

Career Highlight 1: I artnered with supply chain and marketing teams to develop demand forecasts and inventory plans. We reduced stockouts by 18% and prevented $250K in lost sales through proactive inventory allocation and SKU rationalization.

Career Highlight 2: I developed automated reporting systems using Tableau and Power BI, enabling efficient, insight-driven monthly and quarterly business reviews.

Career Highlight 3: I applied various machine learning models to help an asset management client build and evaluate investment portfolios, improving data-driven decision-making.

Why Hire This Candidate (In Their Own Words): I bring a detail-oriented approach, demonstrated by my experience reconciling complex financial data in SAP to ensure reporting accuracy. I’m also a strong communicator, having worked closely with sales and marketing teams to translate variance and trend analyses into actionable forecasting and pricing strategies. Technically, I’m proficient in SQL, Python, Tableau, and Power BI, and have passed CFA Level I, equipping me to deliver insightful, data-driven financial solutions.

Strengths: My strengths lie in identifying hidden issues through detailed financial work and streamlining complex processes through automation. I excel at spotting inefficiencies and applying tools like VBA, SQL, and Python to enhance accuracy and efficiency.

Hobbies & Personal Interests: I enjoy walking my dog, cooking, taking photos, and staying up to date with financial news.

Education: MS, Quantitative Finance

Credentials: CFA Level I PassedCFA Level II CandidateWilling to pursue CTP certification

Industry Experience: Agriculture, Banking, Capital Markets, Financial Services, Food Production, Healthcare, Non-Profit, Retail, Wholesale & Distribution

Company Fit: Vesatile – good fit for small to large companies.

Management Experience: While I haven’t formally managed a team, I’ve coordinated with multiple departments on data-driven financial projects, and I’m eager to grow into a management role in the future. (At WashU, I lead a 7-students team to complete a 3m case for our client

Software Experience: SAP, NetSuite, QuickBooks

Open To: Hybrid, In-office, Remote

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