Financial Reporting Analyst specializing in investment accounting, analysis, reporting accuracy, and process automation across complex organizations.
10+ years across insurance, technology and consumer goods - financial process optimization, SQL, and automation. CMA · CFA Level II candidate.
I spend my time where finance meets data, and AI enthusiast — rebuilding the processes so they run faster and closer to a single source of truth. Over 10+ years across insurance, technology and consumer goods, I've developed deep specialization in insurance investment accounting — covering fixed maturities, equities, commercial mortgage loans, and derivatives — alongside full-cycle FP&A, SQL, and reporting automation. I work comfortably with both technical and non-technical teams, and I take ownership of high-impact projects in fast-changing, ambiguous environments. My fluency with complex instruments runs deep — from derivatives accounting and GAAP/STAT investment disclosures at work to active options trading and managing a personal portfolio off the clock — and I've even led an internal session sharing options-trading insights with my team.