Highly analytical professional with 5+ years of experience delivering actionable, data-driven insights across financial and operational datasets. Expertise in leveraging SQL, Power BI, and Advanced Excel to develop scalable forecasting models, streamline reporting, and provide critical business and financial transparency across the investment lifecycle. Proven ability to bridge data and business strategy to drive investment returns and business decision-making.
Programming: SQL, Python, M Query, DAX, VBA
Tools: Power BI, Paginated Report Builder, Excel, Vena FP&A, Power Apps, Power Automate, Microsoft Office
Soft Skills: Project Management, Public Speaking
Mathematics: Statistics (Regression, Forecasting), Multivariable Calculus
Interests: Tennis, Architecture
Waterton Residential, Chicago, IL
Lockheed Martin, Fort Worth, TX
Cum Laude, Economics Major and Mathematics Minor