Fullerton, CA · Available for immediate hire
I find the reconciliation breaks that don't surface until month-end, then build the controls that catch them at the source.
4+ years validating financial data across source, ETL, and reporting layers. The work that matters is upstream: catching mismatches, missing records, and balance variances before they reach anyone who asked for the numbers.
- Built SQL reconciliation frameworks validating 5,000+ records monthly across 3 reporting layers — discrepancies down 20%, investigation time down 30%
- Caught 80 exceptions across 1,000 transactions using a Python severity engine — zero manual steps, audit-ready output
- Delivered 6 consecutive zero-defect releases across 3 business units — UAT to deployment with no rollbacks
- Eliminated 6–8 hours of weekly manual reporting through automated Tableau and Python pipelines
Financial Systems SQL reconciliation · Source-to-report validation · ETL validation · Exception classification · Variance analysis · Data lineage · Financial reporting · Reporting controls
Business Analysis BRD · User stories · Traceability matrices · UAT design · Defect tracking · Release readiness · SDLC · Cross-functional requirements alignment
Quality Assurance UAT test scenario design · Defect documentation · Cross-system validation · Release readiness checks
Tools SQL · Python · Pandas · Tableau · Power BI · Advanced Excel · Dash · Plotly · Jira · Confluence · Git · Agile/Scrum
| Project | What it does | Links |
|---|---|---|
| Financial Reporting Failure Detection System | 80 exceptions caught across 1,000 transactions · 5 failure types · zero manual steps · audit-ready output before any data reaches reporting | GitHub |
| Financial Analytics Dashboard | $174M analyzed · 8 interactive charts · profit margins tracked 39% to 47% across 5 segments · live deployed on Render | Live · GitHub |
| SQL Reconciliation Platform | 3-layer source-to-report validation · missing records, duplicates, GL mapping errors, balance variances detected before final reporting | GitHub |
| UAT Release Framework | Full BA release pack · traceability matrix · defect tracking · zero open defects at UAT sign-off | GitHub |
| Reporting Controls Model | 5 financial domains monitored · variance thresholds standardized · every exception flagged with control checkpoint reference before management review | GitHub |
| Requirements Traceability Matrix | 13 functional requirements mapped to user stories, test cases, sprint delivery · 100% coverage across 4 sprints · zero open defects at UAT sign-off | GitHub |
- Google Advanced Data Analytics Capstone — Google | Coursera (Apr 2026)
- SQL Advanced — HackerRank (Apr 2026)
- SQL for Data Analysis — Kaggle: window functions, CTEs, query optimization, BigQuery (Mar 2026)
- Pandas — Kaggle: data cleaning, transformation, aggregation (Mar 2026)
- Microsoft Data Analytics — Microsoft (Mar 2026)
Open to BSA · Financial Systems Analyst · Data Analyst roles in fintech, banking & enterprise SaaS