A seasoned FP&A professional in the banking industry with deep expertise in Excel-based financial analysis and modeling—including advanced use of formulas, VBA macros, Power Query, and Power Pivot. Proven track record in designing automated reporting tools and performance dashboards to support strategic decision-making. Highly skilled in delivering actionable business insights through variance analysis, cost optimization reviews, and financial planning across wealth management and investment distribution segments. I am a licensed CPA (Certified Public Accountant) and a CFA (Chartered Financial Analyst) Level 1 Candidate
