Results-driven finance and logistics professional with expertise in financial modeling, investment banking, and international operations. Skilled in Power BI, Tableau, SAP ERP, and advanced Excel, with proven ability to optimize processes and deliver strategic insights.
Coordinate with shipping lines, freight forwarders, and customs for timely clearance. Monitor shipment status and resolve operational issues to avoid delays. Maintain accurate records of shipments, invoices, and delivery orders.
Experienced the real time validation of the data provided by the company of the clients. Related to Assessed Tax Implications for M&A Transactions. Incorporated Tax Variables into Financial Models, Advised on Capital Raising Tax Structures, Researched Cross-Border Tax Regulations. Supported Corporate Tax Planning used different MS excel tools and technique and reported the observation to the reporting manager.
Focus on strategic financial activities, such as capital raising, mergers and acquisitions and optimizing the firm’s financial structure. Where Advised on Strategic Transactions, Facilitated Capital Raising Efforts, Performed Financial Modeling and Valuations. Managed Stakeholder Relationships, Optimized Financial Structures, and Advised on Asset Sales and Divestitures.
Developed and managed client relationships, building and maintaining a portfolio of institutional clients including hedge funds, asset managers, and pension funds, ensuring consistent engagement. Gained an understanding of their investment needs, marketed and sold financial products, facilitated capital raising initiatives, and provided market intelligence and investment ideas. Negotiated and executed transactions, while supporting corporate and institutional sales efforts and reporting observations to the manager.
Financial Modeling & Valuation
Investment Banking Analysis
Tax Planning & Cross-Border Regulations
Power BI, Tableau, SAP ERP
MS Excel (Macros, Pivot Tables)
Data Visualization & Reporting
Logistics & Supply Chain Management
Business Process Optimization