My name is Jaquelin, and I am an expert in financial modeling with over a decade in combined experience in commercial and consumer banking. I am the sole Founder of F4Y, LLC and one of the Partners of Anodyne Data Science. Under my personal experiences I have acquired a unique set of skills that encompasses knowledge in FP&A, Credit / Business Development and Operations:

FP&A:
• AdHoc Projects and Reporting;
• Executive Pitch Decks;
• Bloomberg, Moody’s, SNL, Hyperion / Essbase, Microsoft SQL, and
• Divisional Reports

Credit / Business Development:
• Commercial and Consumer Credit underwriting, market / financial analysis, sensitivity analysis;
• Retrieval of credit reports;
• Managing of clients working capital;
• Risk management;
• Project outsourcing;
• Cross selling, and
• Moody’s analysis

Operations:
• Compliance/audit, federal regulations, stress testing;
• Processing credits and debits, balancing GL accounts;
• Opening and closing deposit accounts, and
• Maintenance of deposit and loan accounts

Historically, my projects and presentations consisted of being presented to credit committees on credit proposals. My current projects, presentations, and reports are now presented to and vetted by investors, top C-Level executives, and Board of Directors.

Time after time, I was rated above average on mid-year and annual performance ratings. Above average ratings were attained by proving I could successfully accomplish demanding work within the given time frame. I was consistently recognized by Relationship Managers (RMs), Senior Credit Officer (SCO) and Division Managers (DM), and by my most recent CFO for my detailed and exquisite, challenging work.

As a team, under Anodyne Data Science, I am surrounded by a dedicated team of mid level professionals with master degrees in Business, Economics, Finance, and Analytics. Our combined skill sets allows us to take on projects as simple as excel work to way complex on large scale data design & research.

Work Terms

Hours of Operation: Flexible, PST