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@dan_rodriguez

Remote worker with 19+ years of experience - Last seen ago

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. Iโ€™m excited to bring my data-driven expertise to a remote team. Outside work, Iโ€™m lifting weights, chilling at the beach with family, or strategizing in my fantasy football league.


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
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Employment

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

Education

2015 - 2016: Masters in Finance @ PACE University

2000 - 2005: Bachelors in Finance @ FIU

11ms