Power BI


I am a dynamic Financial Planning Analyst with a proven track record at Ameriprise Financial, excelling in strategic financial planning and client relationship management. I am adept at utilizing advanced Excel and analytical thinking to deliver personalized financial insights, driving client success and achieving long-term goals. I am committed to accuracy and effective communication in all my endeavors
Financial Planning
Proven track record in financial planning and client relationship management
Data Analysis
Advanced Excel
GAAP
Profitability analysis
Cash flow management
Power BI
SQL
Navi Plan
Money Guide