Finance & Business Analytics Analyst

Ashley Mayo

Nottingham, MD • 443-***-**** • *********@*****.***

PROFESSIONAL SUMMARY

Finance-focused professional with experience in financial analysis, business analytics, and performance optimization across financial services and small business environments. Proven ability to analyze financial data, improve profitability, and support strategic decision- making. Skilled in Excel, CRM systems, and data-driven growth strategies, with a strong foundation in corporate finance and sustainable growth modeling. PROFESSIONAL EXPERIENCE

Financial Analyst (Asset Management)

Morgan Stanley 2022 – 2026

• Analyze financial performance and support profitability optimization strategies across managed assets

• Prepare financial reports, forecasts, and budget tracking models to support decision- making

• Monitor financial data and operational metrics to identify cost-saving and revenue growth opportunities

• Maintain accurate financial records and ensure compliance with reporting standards

• Collaborate with stakeholders to improve investment tracking and financial transparency

Business Analyst / Technical Consultant (Self-Employed) A2Z Movement LLC 2019 – 2022

• Conducted business and financial analysis to support revenue growth strategies for small businesses

• Built and managed CRM systems (Salesforce) to track sales performance and customer insights

• Developed digital solutions and applications to improve operational efficiency and client engagement

• Designed and implemented process improvements, increasing business performance and scalability

• Supported marketing analytics and campaign tracking to optimize ROI Center Director (Operations & Financial Management) Sylvan Learning Center, Bel Air, MD 2017 – 2018

• Managed P&L performance, including revenue forecasting, budgeting, and expense control

• Increased enrollment and revenue through data-driven marketing and sales strategies

• Set and tracked weekly financial targets and KPIs, improving overall center performance

• Led hiring, training, and performance management of staff

• Built partnerships with schools and organizations to drive sustained revenue growth Center Director (Business & Financial Operations)

MediFast Weight Control Center, Timonium, MD 2015 – 2017

• Oversaw financial operations, budgeting, and revenue growth initiatives

• Increased membership by 100% and doubled revenue within 4 months

• Developed and executed marketing and sales strategies to drive business expansion

• Managed staff performance and operational efficiency

• Ensured compliance with policies and industry regulations EDUCATION

University of Maryland Global Campus (UMGC)

Bachelor of Science in Finance — Expected May 2026 Certificate in Accounting Foundations – May 2026

TECHNICAL SKILLS

• Financial Analysis & Modeling (Foundational)

• Microsoft Excel (Data Analysis, Reporting)

• Microsoft Office Suite (Word, PowerPoint, Teams)

• CRM Systems (Salesforce, Microsoft Dynamics)

• Data Analysis & Reporting

• Business Process Improvement

ADDITIONAL SKILLS

• Strong Project Management

• Client Relationship Management

• Sales & Revenue Growth Strategy

• Team Leadership & Training

AWARDS & ACHIEVEMENTS

• Doubled business revenue within 4 months (MediFast)

• Consistently exceeded sales targets by 20–25%+

• Generated $100K+ above revenue goals in prior roles

• Multiple Top Seller & Customer Service Awards

• NAACP Baltimore County – Service Award (2022)

• Chair, Women in NAACP (2022–2026)

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