Financial Analyst Data

Kalen Asberry

FINTECH CERTIFICATE · SOUTHERN METHODIST UNIVERSITY

Mobile: 214-***-**** Email: **************@*****.*** LinkedIn: www.linkedin.com/in/kalen-asberry GitHub: KalenAsberry12/Projects

About Me

Programming

Python · SQL · Bash · Tableau

Analytics

IPython · SQL · Pandas · Excel · Matplotlib · Scikit-learn

Web/Media

API interaction ·Swift UI · Github · Bloomberg

Experience

TPN RETAIL/BANK OF AMERICA Dallas, TX

FINANCIAL ANALYST Aug 2019 - Now

•Oversees the creation of and approves all pricing estimates for all agency projects (in scope and out of scope) using an internal costing system

•Tracks and reports key metrics in regard to actual vs estimated effort for approved projects and fees

•Used SQL to extract and sort data from the banks data base to create control groups for our statistical analysis and linear modeling of the investment

•Maintains a scope of work management, reporting, analysis, reconciliations, and the ability to make appropriate decision-making for allocating scope to programs and initiatives for multiple projects using forecasting linear regression models

•Reporting annual, quarterly, and monthly revenue forecasts and quarterly staffing with labor forecasts to senior management in Dallas office

FIDELITY INVESTMENTS INC. Westlake, TX

FUND OPERATION ANALYST June 2018 - Aug 2019

•Utilized general accounting, fund operations, and extensive Excel knowledge to deliver accurate and timely Net Asset Value (NAV) for end-of-night pricing by collecting operational data

•The calculated daily NAV of various funds, which Fidelity manages and supports to improve measures of fault tolerance in index funds by as much as 20% through multivariate regression models. Reconciled transactions by comparing and correcting data for prior transactions

•Provided monthly and daily reports and analysis of financial and performance for mutual funds and bonds by forecasting linear regression models, and other key metrics as defined by senior executives.

•Liaised with other units – corporate actions, international partners, and tax team. I sought to learn quickly and continually improve the service offered

•Experience with Bloomberg

Internships

Amilcar Technologies Tunis, Tunisia

DATA SCITENIST AI INTERN May 2020 – Now

•Developed two major programs using PYTHON and SQL, to forecast the daily, monthly, and quarterly reports using time series analyst that included ARIMA and liner regressions visual modeling

•Built a topic model to understand risk profiles of different products and used for internal reporting for better decision making

•Using PostgreSQL to clean raw data from data warehouses for feature engineering

Scapa PLC Manchester, UK

FINANCIAL ANALYST INTERN May 2016 - Aug 2017

•Developed two major programs using SAP and SQL, to support improvement across the Industrial and Health Care Business Units in regards to daily, weekly, and monthly variance reporting to establish a project plan with milestones and hurdles that reconciled transactions by comparing and correcting dates

•Drove creation of Build of Materials to identify the positioning of product portfolio relative to competitors

•Refocused engineering roadmap exclusively on new product development in partnership with customers to develop a new highly profitable portfolio with $9M+ revenue potential

Scapa Healthcare Knoxville, TN

GLOBAL INTEGRATION ASSOCIATE INTERN May 2015 - Aug 2015

•Instituted bi-weekly conference calls with team members to share best practices, provide pertinent updates and monthly goal checkpoints in an effort increase driver satisfaction and retention

•Utilized Pandas and SqlAlchemy in Python to automatically upload operational data extracts into a PostgreSQL database for reporting purposes while leveraging Jupyter-Cron to schedule weekly jobs

•Develop SQL queries and custom reports which allowed management to analyze operational data to identify growth opportunities via underutilized routes lanes which resulted in an increase in revenue by 20% for long-term strategic planning with multiple unit testing with forecasting models

•Designed and implemented panda persistence on the new generation graph database that would be the core of the Economic Graph. Debug code and troubleshoot problems while implementing.

Scapa Healthcare Knoxville, TN

BUSINESS ANALYST INTERN May 2014 - Aug 2014

•Conducted detail statistical analysis and evaluated $10M+ of strategically aligned target revenue for the largest customer of the division and presented findings to managers.

•Established best alternative to a negotiated deal with largest customer to make sure we could close the deal 45% variable margin and a 32% gross margin by using data to make linear regression forecasting and presenting our findings to the senior executives.

Education

University of Kansas Lawrence, KS

BACHELOR OF SOCIOLOGY, FINANCE MINOR Aug 2013 – December 2017

Southern Methodist University Dallas, TX

FINTECH CERTIFICATE April 2020 – present

Contact this candidate