Avery Parker
Financial Business Analyst
Profile
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.
Employment History
Financial Business Analyst — StratEdge Capital Partners
New York • Jun 2023 — PRESENT- 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 • Jan 2023 — May 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) — New York
May 2023 —Boston University
Bachelor of Science in Economics
May 2021 —Activities
Treasurer, Columbia Finance & Investment Club
- Managed a $15,000 student fund portfolio and tracked quarterly performance.
- Conducted workshops on Excel modeling and corporate valuation for undergraduates.
Technical Skills
Financial Analysis Tools
- Excel (Advanced Modeling, VBA Macros)
- Power BI
- Tableau
- SQL
- Python (Pandas, NumPy)
- SAP
- Oracle Financials
- QuickBooks
Projects
Corporate Financial Health Dashboard
- Developed an interactive Power BI dashboard that visualized liquidity, solvency, and profitability ratios for multiple firms.
- Automated data collection through API integration, reducing data preparation time by 60%.
- Presented findings to a panel of industry professionals, receiving commendation for clarity and insight.
Personal Details
New York
United States
+1 (212) 705-6394
avery.parker@email.com
Links
Skills
Courses
Chartered Financial Analyst (CFA) – Level I —
Microsoft Power BI Data Analyst Associate —
Financial Modeling & Valuation Analyst (FMVA) — Corporate Finance Institute
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