Professional Summary
Candidate is a Financial Analyst with 7 years of experience specializing in investment analysis, financial modeling, and strategic planning across fintech and wealth management platforms. Expertise in forecasting financial trends, conducting risk assessments, and optimizing cost structures for financial institutions. Proven ability to leverage data analytics tools, including SQL, Python, and Tableau, to provide actionable financial insights. Skilled in portfolio management, valuation modeling, and budgeting strategies to drive profitability. Strong background in market research and financial reporting, ensuring data-driven decision-making to support business growth
Video of Talent
Portfolio
Education
Caucasus University / Bachelor's Degree, Finance & Accounting
2013 - 2017
Certifications and Trainings
Financial Modeling & Valuation Analyst (FMVA) - CFI 2022
Advanced Financial Data Analytics - Udemy 2021
Experience
Financial Analyst
Industry: Wealth Management
Apr 2023 - Present
Conducting investment research and financial forecasting for high-net-worth clients
Developing data-driven financial models to support strategic decision-making
Analyzing risk exposure and providing insights for asset allocation
Preparing financial reports and market performance reviews
Investment Analyst
Industry: Digital Banking
Jan 2021 - Mar 2023
Managed financial portfolios and performed risk-return analysis
Conducted budgeting and forecasting to improve profitability
Created financial dashboards and visualization tools for leadership teams
Assessed new market opportunities and their financial impact
Financial Planning Analyst
Industry: Payment Processing
Sep 2019 - Dec 2020
Built automated financial models for revenue forecasting
Conducted pricing analysis to optimize transaction fee structures
Assisted in the preparation of financial statements and variance reports
Collaborated with compliance teams to ensure regulatory adherence
Junior Financial Analyst
Industry: Financial Software
Jul 2017 - Aug 2019
Supported financial modeling efforts for SaaS-based fintech solutions
Analyzed customer acquisition costs and revenue streams
Assisted in preparing investor pitch decks and financial presentations
Conducted market research on fintech industry trends