FINANCE SYSTEMS ANALYST

Finance systems analyst focused on ERP architecture, automation, and financial data governance in multi-entity environments. Experienced optimizing financial workflows across NetSuite, Salesforce, Coupa, and SAP ecosystems to improve data integrity, streamline close processes, and strengthen revenue-to-cash reporting infrastructure.

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Technical Skills

Languages : Python, SQL (Postgres, MS-SQL, MySQL), R
Financial Systems and Tools : NetSuite, SAP, QuickBooks, Raiser’s Edge, Excel, Tableau, Power BI.
Data & Automation : Excel, Power Query, Power Automate, Alteryx

Experience

Consultant | Leading Hotels of the World

2025 – Present

Built NetSuite saved search framework enabling bulk retrieval of 100+ invoices, reducing manual document
lookup across AR workflows.
Designed automated flight receipt processing workflow using Power Automate, AI Builder, and Azure Form
Recognizer to extract structured expense data.
Reconciled customer data across NetSuite and Salesforce to identify mismatched account records and restore CRM–ERP data consistency.
Redesigned AR aging workflow by building a Power Query–driven aging model that preserved historical notes, automated aging bucket calculations, and enabled refreshable reporting without rebuilding analysis.

Financial Analyst - Finance Systems | Success Academy Charter Schools

2025 – 2026

Resolved Coupa → NetSuite integration gap causing invoice metadata loss, restoring consistent invoice records across systems.
Built rules-based invoice classification automation using structured memo logic, reducing manual tagging and improving close efficiency.
Developed Power BI dashboards integrating NetSuite and Coupa data for enterprise spend monitoring.
Improved data alignment across NetSuite, Coupa, FloQast, Workday, and SharePoint to strengthen cross - platform reporting.
Performed financial data validation using SQL queries and Python analysis to improve reporting accuracy.
Documented system workflows and financial controls supporting accounting, FP&A, and operations teams.

Wall Street Direct Scholar | Wall Street Bound

2024 - 2025

Selected as a Wall Street Direct Scholar, completed an intensive program focused on financial analysis, capital markets, and professional development. Gained hands-on experience with industry tools and built a strong foundation in investment strategies and corporate finance.Managed full-cycle accounting and financial reporting for a diverse portfolio of government and private grants, playing a key role in the month-end close process through complex reconciliations and variance analysis.

Finance & Accounting Coordinator | Brooklyn Heights Synagogue

2023 - 2024

Managed billing, receivables tracking, and collections across multiple programs while maintaining accurate financial records in QuickBooks, Bill.com, and CRM systems.
Reconciled CRM billing records with QuickBooks, identifying and resolving discrepancies to maintain billing– accounting consistency.
Prepared financial schedules supporting month-end close and external audit reviews

Finance Assistant | Merryland Educational Trust

2020 - 2022

Improved financial reconciliation accuracy by creating structured documentation and conducting regular data validation, enhancing audit readiness. Enhanced reporting quality by compiling comprehensive financial data and generating audit-ready reports, ensuring compliance with local regulations.
Maintained compliance by ensuring meticulous record-keeping and proper archiving of financial documents, facilitating smooth audit processes.

Projects & Initiatives

Grants Tagging Project (Success Academy Charter Schools | 2025)
Developed and implemented a structured tagging process to classify and allocate federal and state grant-related expenses within NetSuite and Coupa. Automated portions of the tagging workflow using rules-based categorization, reducing manual review time and increasing accuracy. Improved compliance tracking and audit readiness by ensuring all expenditures were consistently coded against allowable funding categories. Delivered cleaner, faster month-end close reconciliations and enhanced visibility for grant managers and finance leadership.
Financial Systems Setup for a Design Institute (Design Studies Institute | 2024)
Provided pro-bono support to establish financial systems for a newly launched design institute. Designed workflows for budgeting, expense tracking, and revenue management to ensure smooth operations. Collaborated with stakeholders to align financial processes with organizational goals. Set up reporting tools for real-time monitoring of financial performance and compliance.
Matching Donor Campaign Optimization (Brooklyn Heights Synagogue | 2023)
Led an initiative to increase the effectiveness of a matching donor program by analyzing donor data, tracking campaign performance, and refining contribution strategies. Collaborated with stakeholders to design reports and dashboards that delivered actionable insights into donor behavior and campaign outcomes. Implemented data-driven recommendations that improved donor engagement and ensured alignment with overall fundraising goals.
School Management System – (Merry Land Educational Trust | 2022 )
Implemented a school management software system to streamline academic and administrative operations for K–8 programs. Configured modules for student enrollment, attendance, grade tracking, and fee collection, reducing manual workload by 50%. Integrated financial reporting features to improve transparency in budgeting and resource allocation. Trained staff on system use, ensuring adoption and sustainability across the trust’s schools.
Published Research Paper – (International Journal of Research Culture Society (IJRCS) | 2021)
Co-authored “A Study on Fake News” published in IJRCS, analyzing the spread and impact of misinformation using statistical models and content analysis. Conducted an extensive literature review across communication, psychology, and media studies to build a multi-disciplinary research framework. Applied quantitative and qualitative research methodologies to measure audience perception and information credibility. Presented findings at the International Conference of Media & Interdisciplinary Studies, engaging with global scholars on digital media challenges and solutions.

Grants Tagging Project (Success Academy Charter Schools | 2025)
Developed and implemented a structured tagging process to classify and allocate federal and state grant-related expenses within NetSuite and Coupa. Automated portions of the tagging workflow using rules-based categorization, reducing manual review time and increasing accuracy. Improved compliance tracking and audit readiness by ensuring all expenditures were consistently coded against allowable funding categories. Delivered cleaner, faster month-end close reconciliations and enhanced visibility for grant managers and finance leadership.
Financial Systems Setup for a Design Institute (Design Studies Institute | 2024)
Provided pro-bono support to establish financial systems for a newly launched design institute. Designed workflows for budgeting, expense tracking, and revenue management to ensure smooth operations. Collaborated with stakeholders to align financial processes with organizational goals. Set up reporting tools for real-time monitoring of financial performance and compliance.
Matching Donor Campaign Optimization (Brooklyn Heights Synagogue | 2023)
Led an initiative to increase the effectiveness of a matching donor program by analyzing donor data, tracking campaign performance, and refining contribution strategies. Collaborated with stakeholders to design reports and dashboards that delivered actionable insights into donor behavior and campaign outcomes. Implemented data-driven recommendations that improved donor engagement and ensured alignment with overall fundraising goals.
School Management System – (Merry Land Educational Trust | 2022 )
Implemented a school management software system to streamline academic and administrative operations for K–8 programs. Configured modules for student enrollment, attendance, grade tracking, and fee collection, reducing manual workload by 50%. Integrated financial reporting features to improve transparency in budgeting and resource allocation. Trained staff on system use, ensuring adoption and sustainability across the trust’s schools.
Published Research Paper – (International Journal of Research Culture Society (IJRCS) | 2021)
Co-authored “A Study on Fake News” published in IJRCS, analyzing the spread and impact of misinformation using statistical models and content analysis. Conducted an extensive literature review across communication, psychology, and media studies to build a multi-disciplinary research framework. Applied quantitative and qualitative research methodologies to measure audience perception and information credibility. Presented findings at the International Conference of Media & Interdisciplinary Studies, engaging with global scholars on digital media challenges and solutions.

Education

Master of Science in Management, Finance | St. Francis College

Coursework: Financial Management, Corporate Finance, Advanced Excel for Financial Analysis, Data Visualization with Tableau, Business Analytics, Strategic Planning, Project Management
CS50's Introduction to Programming with Python: Harvard Online School; Corporate Finance - Spring 2025: NYU Stern Online; Financial Markets: Yale Courses; MIT 15.401 Finance Theory I, Fall 2008: MIT OpenCourseWare; Valuation - Spring 2025: NYU Stern Online