User:Lisa Garcia

From CounselKnowledge
Lisa Garcia
Position Financial Analyst
Department Finance
Reports to CFO
Email [email protected]
Phone (555) 567-8901
Location Chicago Office
Start Date November 20, 2021
Employee ID EMP019


Lisa Garcia is a Financial Analyst at The Counsel Knowledge Law Group, specializing in financial planning, budgeting, and business intelligence. She provides critical financial insights that inform strategic decision-making across the organization.

Financial Responsibilities[edit | edit source]

  • Monthly financial reporting and analysis
  • Budget planning and variance analysis
  • Financial modeling and forecasting
  • Cost analysis and optimization
  • Business intelligence dashboard development
  • Regulatory compliance reporting

Key Contributions[edit | edit source]

  • Developed automated financial reporting system saving 20 hours/month
  • Created executive dashboard providing real-time business metrics
  • Led cost reduction initiative identifying $500K in annual savings
  • Implemented new budgeting methodology improving forecast accuracy by 25%

Technical Skills[edit | edit source]

  • Advanced Excel and VBA programming
  • SQL database querying and analysis
  • Tableau and Power BI dashboard development
  • Financial modeling and scenario analysis
  • ERP system administration

Certifications[edit | edit source]

  • Certified Public Accountant (CPA)
  • Certified Financial Analyst (CFA) Level II Candidate
  • Microsoft Power BI Professional

Education[edit | edit source]

  • MBA Finance, University of Chicago Booth (2020)
  • B.S. Accounting, University of Illinois (2018)
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