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Avery Parker

Financial Business Analyst
Professional Summary

Analytical and detail-focused Financial Business Analyst with a strong background in financial modeling, business performance analysis, and forecasting. Skilled in leveraging data analytics and visualization tools to support executive decision-making, optimize budgeting processes, and enhance financial transparency. Adept at collaborating across accounting, finance, and IT teams to improve profitability and operational efficiency.

Work Experience
Financial Business Analyst

StratEdge Capital Partners, New York

06/2023 - Invalid Date
  • Partnered with finance and IT teams to develop automated budgeting dashboards using Power BI, improving reporting speed by 30%.
  • Conducted detailed variance analysis on quarterly P&L statements, identifying expense optimization opportunities worth $250K annually.
  • Designed and maintained complex financial models to evaluate investment performance and risk-adjusted returns.
  • Supported executive management in preparing monthly financial reports and KPI scorecards.
  • Collaborated on a system integration project between SAP and Salesforce to improve revenue tracking accuracy.
Financial Analyst Intern

JP Morgan Chase & Co., New York

01/2023 - 05/2023
  • Assisted senior analysts in conducting cost-benefit analyses for retail banking operations.
  • Used SQL to extract transactional data and identify customer churn trends.
  • Prepared data-driven presentations that supported the quarterly financial review process.
Education
Columbia University

Master of Business Administration (MBA) -

05/2023 -
Boston University

Bachelor of Science in Economics -

05/2021 -
Personal Details
New YorkUnited States+1 (212) 705-6394avery.parker@email.com
Courses
Chartered Financial Analyst (CFA) – Level I
Microsoft Power BI Data Analyst Associate
Financial Modeling & Valuation Analyst (FMVA)Corporate Finance Institute
Skills
Attention to Detail
Stakeholder Communication
Strategic Problem-Solving
Links
LinkedInPortfolio

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