About
Results-driven Data Research Analyst with a background in Finance and strong analytical expertise in SQL & Excel. Experienced in stock market research, and data visualization. Skilled at analyzing market trends, optimizing research workflows, and translating complex datasets into actionable insights. Proven track record of collaborating across teams and presenting data-backed strategies to stakeholders in high-pressure, fast-paced environments.
Skills & Expertise (24)
Work Experience
Financial Research Analyst
William O’Neil
May 2022 - Apr 2024
Processed and validated over 500+ client invoices annually for data delivery, ensuring 100% accuracy in billing and improving invoice turn-around time by 20% through process automation in Excel. Conducted sales tax calculations and audits for 30+ U.S. healthcare clients using billing invoices, ensuring multi-state tax compliance and identifying discrepancies that led to a 10% reduction in tax-related errors. Analysed stock margin data across 100+ equities weekly, supporting the investment research team with accurate market positioning and margin evaluation insights. Used NewsWatch software to monitor, track, and update fiscal reports and earnings releases of 2000+ public companies, ensuring real-time data availability for global institutional clients. Partnered with internal stakeholders to streamline data handling processes, leading to a 15% increase in workflow efficiency and enhanced cross-team communication. Applied SQL and Excel to perform ad-hoc data analysis and generate custom reporting templates, enabling better decision-making and reducing manual reporting time by 25%. Delivered weekly insights and month-end balance sheet summaries to senior analysts and portfolio managers, combining financial acumen with technical skills to translate complex datasets into actionable insights and recommendations. Worked on producing Profit & Loss Statements and other financial reports, Including Audit Vendor list price.
Education
Bachelor of Commerce (Accounting & Finance) - MS Ramaiah College of Arts, Science and Commerce
2019 - 2022 · Afghanistan
Interested in this developer?
Profile Score Breakdown
Profile Overview
Availability Details
Visa Status
Citizen
Relocation
Depends on Offer
