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Click here or scroll down to respond to this candidateCandidate's Name PHONE NUMBER AVAILABLE EMAIL AVAILABLECandidate's Name
PHONE NUMBER AVAILABLE EMAIL AVAILABLE LinkedIn Austin, TX Senior Quantitative Analyst & High Performance Leader Project Leadership Financial Analysis Advanced Programming Analytics Performance Optimization A versatile and strategic Senior Analytics Consultant with 10 years of extensive experience in advanced data analysis, programming analytics, and performance optimization across multiple industries. Self-taught in SQL, Tableau, and Python, I excel in quickly learning new tools and techniques to adapt to any data environment. I thrive on solving complex problems and developing innovative solutions, constantly seeking ways to optimize and automate processes to focus on higher-impact projects. I have a proven track record of building and enhancing systems that drive revenue and operational efficiency while ensuring client success. Open to opportunities at the intersection of finance, technology, and innovation.SKILLS & EXPERTISE Project Management Advanced Analytics Financial Modeling Risk Management Financial Markets Data Analysis Investment Reporting Fixed Income Markets Systems Architecture Data Visualization Financial Reporting Leadership ReportingSELECTED ACHIEVEMENTS Vista Equity Partners Led the development and optimization of the GTM Insights Program, enhancing efficiency by 50% and delivering more timely, relevant, and actionable insights to the portfolio companies. F1 Payments Built 95% of organizational reporting structures to deliver accurate, timely and transparent data, effectively increasing partner trust, significantly scaling portfolio and increasing sales by 60% YOY. Bank of America Optimized organizational reporting systems, improved risk sensitivities and VaR reporting resulting in a reduction of production time 90%, increased accuracy, and improved automation efforts. PROFESSIONAL EXPERIENCEVista Equity Partners Austin, TX April 2022 to May 2024 Vista Equity Partners is a leading private equity firm specializing in software, data, and technology-enabled businesses. They focus on transforming companies through operational expertise and strategic growth initiatives. Senior Consultant, Analytics April 2022 to May 2024 Led the GTM Insights Program, partnering with the GTM team to benchmark SaaS companies across the Vista portfolio. Presented insightful findings to participating companies, highlighting the best-in-class across key metrics and areas for improvement. Spearheaded the Operational Hygiene initiative, crafting comprehensive reports encompassing key metrics across multiple practices to highlight and address potential opportunities within the business. Designed a concise scorecard featuring the 10 most critical metrics, transforming the comprehensive GTM Insights file into a streamlined decision-making tool for the leadership team. This model was then adopted for other initiatives across the Analytics team.Candidate's Name PHONE NUMBER AVAILABLE EMAIL AVAILABLEF1 Payments Austin, TX March 2019 to February 2022 F1 Payments is a fintech company that delivers safe, affordable and reliable access to payments processing and account management solutions through an advanced risk ecosystem. The company was founded in 2017 and is a privately held in Austin, Texas. Senior Quantitative Analyst January 2021 to February 2022 Reporting to the Policy and Analytics Manager, responsible for applying quantitative methods and automation solutions to improve business performance and process efficiencies, providing daily leadership to 1 direct report. Performed complex data analysis and implemented transparent reporting systems to ensure alignment between internal and external reporting systems. As a result, fostered trust with partners and increased YOY sales by 60%. Identified, developed, and built reporting capabilities; gathered stakeholder requirements and designed reports utilizing SQL and Tableau to promote organization-wide data analytics capabilities and executive dashboards. Designed, developed, and implemented a comprehensive training and onboarding program for new hires, delivering procedural documentation, training manuals, and best practices to increase performance, expertise, and efficiency. Fostered the adoption of Github to ensure seamless collaboration and consistent reporting across the organization. Quantitative Risk Analyst March 2019 to December 2020 Reporting to the Head of Risk, responsible for optimizing and building risk reporting processes, assembling complex data sets, and delivering analysis to support risk management efforts, providing leadership to a team of 2 analysts. In collaboration with the risk and engineering teams, built, developed, and enhanced organization-wide reporting capabilities to mitigate risk and implement automated processes utilizing Excel, SQL and Tableau technologies. Performed data validation and impact analysis to aid the development of an internal Postgres database. Maximized organizational reporting capabilities and optimized performance, generating a 90% reduction in process time. Selected to mentor 2 junior analysts, providing one-on-one and group coaching to ensure best practices. Promoted to Senior Quantitative Analyst based on outstanding solutions, contributions, and team leadership. Bank of America Charlotte, NC December 2015 to March 2019 BofA (NYSE:BAC) is an American multinational investment bank and financial services holding company. It maintains 4,600 retail financial centers and 16,200 ATMS. BofA employs 200,000 people and generates $85.52B in annual revenues. Global Markets Risk Senior Analyst December 2017 to March 2019 Reporting to the Risk Manager, responsible for leading and optimizing daily reporting efforts to provide accurate and timely oversight of market risks on a team of five Global Market Risk Analysts. Led the optimization of the firms reporting systems including daily Risk Sensitivities and VaR reporting. Utilized VBA to increase reporting accuracy and reduce manual steps resulting in a decrease of production time by 90%. Streamlined the Non-Linear Backfill process utilizing Python to retrieve, aggregate and analyze P&L from multiple stress scenarios. As a result, reduced processing time by 80% and increase accuracy of CCAR submissions. Performed the in-depth analysis of historical VaR and SVaR over a specific time period, utilizing VaR vectors to demonstrate correlation between prominent VaR tail dates and higher VIX volatility. Reviewed market risk positions determining market trends and reporting exposure under different market conditions. and ensured accurate calculations of capital requirements. Corporate Investment Product Control Analyst December 2015 to December 2017 Reporting to the Manager, responsible for overseeing and supporting daily P&L production, verifying reported P&L and Ledger P&L, providing daily reporting to support the trading desk and delivering market commentary. On a team of 4, tracked and supported the daily Profit & Loss (P&L) production, verified comprehensive trade populations and analyzed the daily interest rate movements to validate accurate pricing of all cash securities. Tracked daily trading activities utilizing the Cashflow TBA program and ensured accurate hedging relationships. Partnered with teams to develop and validate metrics and lead the platform migration of Volcker Aging metrics. In collaboration with a Risk Team Analyst, delivered critical monthly reports for the required length of time needed to pay down mortgage-backed securities, supporting trading desk portfolio management and activities. Analyzed reports and oversaw the production of federal and regulatory reporting requirements and deliverables. Candidate's Name PHONE NUMBER AVAILABLE EMAIL AVAILABLEDirect ChassisLink Charlotte, NC August 2014 to November 2015 DCLI is the largest provider of marine and domestic container chassis and a leading provider of asset management services to the U.S. intermodal industry. It owns, leases and manages over 146,000 marine chassis and 89,000 domestic chassis. Business Operations Analyst Responsible for providing high-quality analysis to support cost-savings initiatives and drive financial performance while leading efforts to improve optimize performance and minimize expenses for transportation framework products. Designed and developed an optimization tool utilizing Excel to minimize the cost of chassis relocation. As a result, delivered extensive savings and reduced the cost of repositioning products, meeting the demand of multiple markets. On a team of 3 Business Analysts, partnered with logistics and IT teams to design interactive dashboards and analyze market trends on a monthly and daily basis. Delivered data analysis to support senior management decisions. Farney Daniels Georgetown, TX October 2012 to December 2013 Farney Daniels has a long history of litigating complex and high-stakes intellectual property cases. The team has successfully litigated cases in over 30 different U.S. District Courts including DE, TX, WI, and CA as well as before the International Trade Commission. Patent Infringement Researcher On a team of 30, responsible for supporting research efforts, conducting searches, and compiling data on potential patent infringement to support the drafting and prosecuting of patent applications. EDUCATIONMS, Mathematical Finance, University of North Carolina Charlotte, NC 2014 BS, Physics, Southwestern University, Georgetown, TX 2012 AREAS OF EXPERTISE & TECHNOLOGY PROFILEC++ Tableau Python SQL VBA Excel SAS MATLAB Powerbi Chronograph |
