I am a self-starter with 13 years of professional experience in financial data collection, modeling, and analysis. As a Lead Data Analyst, I have a strong command of financial fundamentals and regularly extract and analyze data from major sources such as SEC.gov/EDGAR, SEDAR, NYSE, NASDAQ, and investor relations pages My expertise spans across the U.S. GAAP and IFRS datasets, where I excel in reviewing financial reports, resolving client queries, and creating standardized financial statements in Microsoft Excel templates. One of my passions is mentoring and training junior data analysts, helping them develop their technical skills and navigate complex financial work modules. I take pride in fostering learning and ensuring that teams I mentor are well-equipped to handle data challenges Key Skills and Expertise: Expertise in analyzing balance sheets, income statements, cash flow, and creating standardized financial models in Microsoft Excel. Extensive experience with financial research, including extracting data from sources like U.S. SEC.gov/EDGAR, S&P Capital IQ, and other financial databases. Proficiency in reviewing and processing annual reports to produce key financial metrics such as EBITDA and other financial ratios. Strong understanding of Compustat Fundamentals and working with large-scale financial data sets. Client relationship management, including resolving queries on complex financial datasets and delivering detailed breakouts. Mentorship and training of junior data analysts, helping them navigate work modules and develop core financial skills. Strong proficiency in Microsoft Excel, creating structured financial models and statements
Member Since
March 2, 2026
Last Active
4 months ago