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75 results for Financial Analysis in Sarasota, FL
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Saneel Tare
Providing services: Business Analytics, Data Reporting, Strategic Planning, Business Consulting, Web Design, User Experience Design (UED), Financial Planning, Financial Analysis
Sarasota, FL
Summary: Award winning Data Analyst with over 4 years of professional experience, working as an ERP Data Analyst, Data Analytics Engineer Intern and as a Data Analyst intern, I bring a wealth of expertise in SQL, Tableau, Power BI, Advanced Excel, Python, ETL/BI tools, SAP ABAP, and Microsoft Azure. Proficient in a wide range of technical skills relevant to data engineering and management, I excel in leveraging tools such as Alteryx, Talend and ER/Studio to optimize processes and drive informed decision-making. Skills: - Proficient in SQL (Microsoft SQL Server, MySQL, PostgreSQL), Python (Pandas, NumPy, SciPy, Matplotlib, Seaborn), ETL/BI tools (ER/Studio, Alteryx, Talend), and Data Visualization (Tableau, Power BI, QuickSight, Qlik Sense, QlikView). - Experienced in cloud platforms such as Microsoft Azure (DataBricks, Data Lake, Data Studio), Google Cloud Platform, and AWS. - Skilled in web development technologies including HTML5, CSS, React, Angular, JavaScript, with a strong background in utilizing tools like Microsoft Power BI, Excel, and various development environments. Career Highlights: - Optimized ETL processes using Alteryx, resulting in a 20% reduction in data blending and processing time and spearheaded development of Power BI reports, facilitating informed decision making of KPIs & insights thereby driving organizational growth during my internship at Changing the Present. - Led the development of Tableau CRM dashboards from Excel reports at Larsen & Toubro Infotech, providing valuable business insights to leadership and improving decision-making by 60%. - Supervised a client’s S/4HANA migration process, minimizing potential disruption by 95% through meticulous oversight and strategic planning at Larsen & Toubro Infotech. - Engineered a data warehouse solution for 24M+ records from TSV files using SSMS, Google Big Query, and Talend, enabling comprehensive insights through multiple Tableau dashboards during academic project work.
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Victoria Larson
Providing services: Retirement Planning, Financial Planning, Life Insurance, Financial Analysis
Sarasota, FL
Summary: Vitality investments specializes in financial risk assessment, retirement income planning, and legacy wealth creation. In addition, I work with clients on financial planning needed such as Long Term Care Programs and Managing Assets in today’s volatile markets. I am passionate about the importance of informing and empowering both women and men to help ensure that they are adequately prepared and organized with their assets for their retirement years. I enjoy using my experience and knowledge of financial products and business management to help inform and protect clients to help ensure their personal, financial, and estate needs are achieved. Investing involves risk, including the potential loss of principal. Any references to protection benefits generally refer to fixed insurance products, never securities, or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Vitality Investments are not affiliated companies.
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Gloria Vergara
Providing services: Financial Accounting, Executive Coaching, Team Building, Event Coordination, Event Planning, Budgeting, Financial Analysis, Financial Reporting, Notary
Sarasota, FL
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Frank Zargar, M.Acc., MBA, B.Eng.
Providing services: Bookkeeping, Accounting, Small Business Tax, Business Consulting, Financial Consulting, Financial Reporting, Financial Analysis, Financial Accounting, Payroll Services, Tax Advisory
Sarasota, FL
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Nish Gupta
Providing services: Leadership Development, Public Speaking, Negotiation, Financial Consulting, Financial Analysis, Cybersecurity, IT Consulting, Telecommunications, Project Management, Business Consulting
Sarasota, FL
Summary: Motivated, adaptable, and vigilant Chief Technology Officer with +20 years’ IT management experience. Flexible and articulate executive team leader with excellent organizational skills and passion for implementing innovative and effective IT solutions. Collaborative operations analyst with ability to identify and resolve technical issues while sourcing third-party partnerships and negotiating contracts to drive profitable business operations. ● Managed upgrade of several legacy software environments (ERP, CRM, Analytics, EDI) ● Facilitated annual sales growth exceeding $3M in EDI and eCommerce by identifying new business opportunities and executing expansive cost reduction initiatives ● Headed integration of new acquisitions and applied optimization strategies to increase profitability ● Reduced per-capita budget by $1M within 1-year timeframe by identifying and pursuing process improvements ● Transferred millions of data records across platforms securely via implementation of ETL technology
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Xochitl Napoles, MBA
Providing services: Financial Planning, Retirement Planning, Wealth Management, Financial Advisory, Insurance, Loans, Financial Analysis, Life Insurance, Mortgage Lending
Sarasota, FL
Summary: As a Financial Advisor at Morgan Stanley, I serve the comprehensive needs and concerns of families. I am part of The Schwartzbaum Urfer Group, a team of dedicated and knowledgeable professionals who provide tailored advice and solutions for multigenerational Wealth Management. I have a strong background in Financial Planning, asset allocation strategies, and I am fluent in English and Spanish. My mission is to be an asset for our clients, and to help them achieve their life financial goals and dreams, while building long-lasting trusting relationships.
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Summary: Jim Pomeroy serves as Group Chairman of the Phoenix Family of Companies and Managing Member of the MaNiel Family of Companies (collectively "MaNiel"). The group investment focus is in global capital markets, real estate, infrastructure, asset management and specialty health. It’s FinTech strategies focus on fully hedged, market neutral global trading through its proprietary algorithms. In 2020 Jim launched Bullfinch and Co as well as Bullfinch Technologies - an international digital technology company. Jim has served in various senior executive roles for the over three decades. His responsibilities include designing and implementing capital markets strategies for development and growth companies in these sectors. Jim has an extensive background in sports-education and has worked with children and athletes across the Americas through Velocity Sports for over 25 years and focused eleemosynary activities, while splitting time between the United Kingdom and the United States. Jim’s passions include personal growth, fitness, energy and life. He has authored various publications regarding business, capital market development, sport, education and abundance manifesting. He has been published in various magazines including The Beverly Hills Times Magazine (cover), on historic discovery and is well-published for his work in sport and education.
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Princess V Wood
Providing services: Educational Consulting, Management Consulting, Project Management, Editing, Writing, Strategic Planning, Financial Analysis, Bookkeeping, Financial Reporting
Sarasota, FL
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Joel Johnson, CFA?, CAIA?, CFP?, CPWA?, CEPA?
Providing services: Budgeting, Financial Advisory, Financial Analysis, Financial Planning, Financial Reporting, Retirement Planning, Wealth Management
Sarasota, FL
Summary: As a dedicated Financial Planner holding CFA?, CAIA?, CFP?, CPWA?, and CEPA? certifications, I specialize in formulating bespoke wealth management strategies for high-net-worth individuals and enterprising families. My proficiency extends to detailed portfolio construction, in-depth financial analysis, and comprehensive estate planning. My professional journey, including roles at Sanibel Captiva Trust Company and Sabal Trust Company, has been marked by a steadfast commitment to excellence as a Principal and Portfolio Manager. These experiences have not only deepened my understanding of wealth management complexities but also reinforced the value of collaboration. Central to my approach is the partnership with my clients other professionals such as CPAs, Attorneys, and Insurance professionals. I believe in a multidisciplinary approach to financial planning, where legal and tax strategies are integrated seamlessly with wealth management. This collaboration ensures a holistic view, addressing all facets of a client's financial landscape. My approach is not just about managing assets but about fostering relationships and building trust with both clients and their trusted advisors.