Profile Details

Create Project

★★★★★

☆☆☆☆☆

USD 35 /hr

★★★★★

☆☆☆☆☆

Hire Joanna L.

United States

USD 35 /hr

Financial Modeling & Business Intelligence Consultant | Excel, Python, Dashboards & Research

Profile Summary

I'm a finance and analytics professional specializing in financial modeling, business intelligence, market research, and data analysis. I'm currently pursuing a Master of Finance (MFin) at MIT Sloan and have experience supporting business and financial decision-making through data-driven analysis. My expertise includes: • Financial modeling and valuation (DCF, comparable company analysis, scenario and sensitivity analysis) • Business intelligence and dashboard development (Excel, Power BI, Tableau) • Market research and competitive analysis • Financial planning, forecasting, and KPI reporting • Data analytics using Python, SQL, and Excel • Risk analysis and performance reporting Professionally, I have worked in risk advisory and financial analytics roles, where I developed analytical reports, automated reporting processes, performed data validation, and generated insights to support business decisions. I have experience working with large datasets, building executive-level dashboards, and transforming complex information into actionable recommendations. In addition to professional experience, I have completed advanced projects in: • Financial modeling and valuation • Portfolio and investment analysis • Business intelligence reporting • Statistical and predictive analytics • Market and industry research • Python-based data analysis and automation Technical Skills: Excel (Advanced), Power BI, Tableau, Python, SQL, VBA, Financial Modeling, Valuation, Market Research, Data Analysis, Dashboard Development, Forecasting, Reporting, KPI Analysis Whether you need a financial model, market research report, executive dashboard, business analysis, or data-driven insights, I can help deliver clear, accurate, and actionable results.

Subject Matter Expertise

• ★ Python
• ★ Excel
• ★ Business Intelligence
• ☆ Data Analysis
• ☆ Predictive Modeling & Analytics
• ☆ Data Processing
• ☆ Cluster Analysis
• ☆ Data Visualization
• ☆ Data Collection
• ☆ Data Manipulation
• ☆ Machine Learning
• ☆ Neural Networks
• ☆ Business Analytics
• ☆ Financial Modeling
• ☆ Statistics
• ☆ Statistical Theory
• ☆ Regression Analysis
• ☆ Nonlinear Regression
• ☆ Bayesian Statistics
• ☆ Survey Design
• ☆ Trend Analysis
• ☆ SAS
• ☆ STATA
• ☆ LaTex
• ☆ R
• ☆ Tableau
• ☆ Scikit-learn
• ☆ Statistical Finance
• ☆ Business Finance
• ☆ Mathematical Finance
• ☆ Investment Management
• ☆ Business Strategy
• ☆ Business Statistics
• ☆ Data-Driven Decision Making

Services

• Research
• Consulting
• Data & AI

Research Market Research

Consulting Business Strategy Consulting, Digital Strategy Consulting, Financial Consulting

Data & AI Predictive Modeling, Statistical Analysis, Algorithm Design-Non ML, Algorithm Design-ML, Data Visualization, Big Data Analytics

Work Experience

Massachusetts Institute of Technology

- Present

Risk Advisory

Deloitte

June 2024 - August 2025

Education

Masters (Science)

Massachusetts Institute of Technology

June 2025 - Present

BS

University of Virginia, Charlottesville - United States

August 2021 - May 2025

Certifications

• Microsoft Office Specialist: Microsoft Excel 2016 Expert

  Wall Street Prep

  https://certification.wallstreetprep.com/43b046d2-500b-48a3-86e1-45a4838bbd5d#acc.nW6DHs14

  January 2026 - Present