Financial Analyst Reporting

MAHA MINATO

DEARBORN, MI *****

913-***-**** ************@*****.*** www.linkedin.com/in/maha-minato

S U M M A R Y

Dynamic and results-driven Investment Analyst with a proven track record in transforming complex data sets into financial reporting, budgeting, and variance analysis. Proven ability to support recurring monthly reporting, forecast planning, and profitability studies. Strong Excel and PowerPoint skills, with knowledge of Cognos TM1. Providing detailed data analysis and report generation to facilitate strategic decision-making. Skilled at collaborating with cross-functional teams to define reporting requirements, streamline processes, and enhance overall data accuracy and integrity. Passionate in delivering high-quality, timely, and visually compelling reports that empower organizations to achieve their strategic objectives.

Core Competencies / Specialties:

•Investment Analysis/Reporting

•Market Research & Trend Analysis

•Data Reconciliation

•Clearwater Analytics

•Salesforce

•Simcorp

•Snowflake

•Power BI

E X P E R I E N C E

SYMETRA 09/2024 – 02/2025

Financial Analyst/Investment Reporting Analyst

Symetra provides annuities, life insurance, and business products to people and businesses worldwide.

Created accurate and timely recurring investment reports with no edits, including monthly portfolio summaries and client reports using Simcorp, Clearwater Analytics and Snowflake.

Performed financial variance analysis, researching and rectifying anomalies picked up by department managers.

Aided in the assembly of annual budget building and complete-year expense projecting across several departments.

Aided business profitability research in the detection of areas to minimize costs and become more efficient.

Worked on special finance projects, handling sensitive information, and adhering to security practices.

Utilized Excel (pivot tables and VLOOKUP) to analyze precise data and automate repeat reports.

Built daily pricing reconciliation between two vendors, ensuring accurate portfolio valuations.

Participated in the month, quarter, and year-end close and reporting cycles.

Created performance reports using data from a diverse investment portfolio including bonds, stocks, mortgage loans, derivatives, hedge funds, limited partnerships, and tax credits.

Utilized Snowflake to confirm data while migrating the system by creating tables based on internal client requirements, thus ensuring compatibility with the new system. This involved choosing particular data points in the necessary sequence for proper verification.

Gathered and processed the consumer demographic and geographic information for use in aiding the development of a data warehouse for effective data linking.

Utilized Snowflake to validate and transfer data, making tables according to the clients' needs and preparing it for the new system.

IT GUYS LLC 04/2024 – 09/2024

Financial Analyst/Reporting Analyst

Computer Consulting company specializing in supporting small and medium-sized businesses.

Used MS-Excel to perform data analysis, create reports, and facilitate team collaboration.

Analyzed and improved business processes using Salesforce solutions to track contractors performing work

Ensured data quality and integrity within Salesforce.

Prepared and presented financial reports to senior management, providing insight into the organization's financial health.

Performed data cleansing as a Business Analyst, which entailed standardizing data sets, removing duplicates, validating correct data types, and deleting outliers to improve data accuracy and quality.

Wrote and adjusted SQL queries, including modifying table names, dates, and variables, to meet specific data retrieval and reporting needs.

AMERICAN CENTURY INVESTMENTS 11/2010 – 12/2023

Financial Business Analyst/Data Management (promoted from Sr. Institutional Reporting Analyst)

Created Data Governance and Stewardship practices to maintain client information in data warehouses and marts, ensuring data integrity and quality.

Familiarity in utilizing complex excel functions such as PivotTables, VLOOKUP, conditional formatting, and data validation in finance analysis

Reconciled large data sets that required clean-up and standardization so stakeholders would consume.

Actively managed user stories and collaborated with project teams on multiple Agile development projects.

Received recognition for 3 key stakeholders for compiling and analyzing complex data in Microsoft Excel to create customized reports

Liaison to finance, sales teams guiding technical teams to develop key financial reporting solutions

Sr. Institutional Reporting Analyst (promoted from Investment Reporting Analyst)

Developed and provided customized monthly and quarterly report packages using FactSet and Morningstar in compliance with risk management policies, procedures, FINRA rules and regulations

Implemented and maintained document libraries in SharePoint, streamlining access to critical financial data, supporting efficient project workflows and ensuring efficient collaboration and version control across multiple teams.

Reviewed and appraised RFPs and IMAs to ensure they met regulatory criteria and company standards.

Responsible for preparing and delivering financial reports to high level management and external stakeholders on billion-dollar net worth accounts

E D U C A T I O N

Master of Business Administration, Business, University of North Carolina, Pembroke, NC - 2004

Bachelor of Arts, International Affairs, Lebanese American University, Beirut, Lebanon - 1992

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