Graduation Behind. Dedication Ahead.

Financial Analyst with cross-functional experience in financial systems, grants management, and data-driven strategy. Proven ability in streamlining processes, automating workflows, and translating complex financial data into actionable insights. Skilled in Python, SQL, NetSuite, and Tableau.

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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.
Key Skills : Financial Analysis and Reporting, Data Management, Analysis, Grants, Compliance Management, AI, Automation, Process Improvement, Dashboards and Data Visualization.

Experience

Financial Analyst | Success Academy Charter Schools

2025 – Present

Spearheaded the organization-wide implementation of a new grant management module, which streamlined data collection, enhanced data organization protocols, and significantly improved reporting accuracy.

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.
Led the preparation of all necessary schedules, reports, and documentation for annual single audits (A-133), ensuring 100% compliance and facilitating a seamless audit process.
Developed and maintained dynamic financial dashboards and data visualizations to track grant expenditures, monitor budget-to-actuals, and present key financial insights to senior leadership.
Ensured strict compliance with all federal, state, and city regulations, as well as private foundation stipulations, to mitigate financial risk and secure ongoing and future funding.

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.

Financial Coordinator | Brooklyn Heights Synagogue

2022 - 2025

Reduced reconciliation time by designing automated forecasting models using Python and SQL, enhancing data accuracy and supporting timely financial reporting. Boosted donor engagement by through targeted financial analysis, creating customized fundraising reports that guided campaign strategies.
Increased data transparency for leadership by developing interactive dashboards in Tableau, highlighting key financial metrics for the executive team. Improved revenue accuracy by revamping the membership billing process, implementing validation checks to reduce billing discrepancies.

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.

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