Skilled Financial Analyst with the Small Business Administration, I specialize in analyzing financial statements and tax returns to empower small businesses. Using Power BI for performance insights, Excel for pipeline management, and Microsoft Word/Outlook for clear borrower communications, I guide clients through Assumptions and Change in Ownership with precision. Leading a team of two, I drive results with proactive follow-up and strong collaboration. Iโm excited to bring my data-driven expertise to a remote team. Outside work, Iโm lifting weights, chilling at the beach with family, or strategizing in my fantasy football league.
| ๐ก Residency | ๐บ๐ธ United States |
| ๐ Location | ๐บ๐ธ United States |
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rok.co/@dan_rodriguez |
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sdfljasfjkhsdfajsf โญ๏ธ Upgrade to Premium to contact |
| Skilled in | finance banking customer service power bi excel outlook word lending sba financial analysis data visualization spreadsheet management document preparation email communication loan process expertise data interpretation effective communication proactive follow up team leadership problem solving time management attention to detail client management adaptability |
| Fluent in | english |
| Last seen | 6 months ago |
| Signed up | 6 months ago |
| Badges |
2021 - Now: Loan Analyst @ Small Business Administration
2017 - 2021: Sales Rep @ Knight Capital Funding
2012 - 2017: Financial Services Rep @ Citibank
2011 - 2012: Financial Services Rep @ Wells Fargo
2007 - 2011: Private Client Manager @ JP Morgan Chase