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Khai

Finance Analyst with 5 years of experience in financial planning and analysis

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Atlanta, Georgia, United States
Open to remote
Available on CazVid
Contact via CazVid

Competencies

Financial AnalysisAdvanced

Applying analytical skills to interpret financial data and support business decisions.

Financial ModelingAdvanced

Building financial models for budgeting, forecasting, and strategic planning.

Data VisualizationIntermediate

Creating visual reports and dashboards to communicate financial insights.

Team CollaborationIntermediate

Working with cross-departmental teams to gather data and implement financial solutions.

Education

Bachelor of Science
GA Gwinnett College
Completed 2020

Summary

Detail-oriented finance professional with expertise in analysis, modeling, and reporting.

Key Achievements

  • Developed comprehensive financial models to support strategic decision-making.
  • Streamlined reporting processes, reducing monthly closing time by 20%.
  • Managed cross-functional teams on budget forecasting and variance analysis.

Experience

Senior Executive Assistant

Baby Katie’s Pharm & Kitchen
March 2018 - Present

Website editor, Content creator, Accounting, Time Management, Bookkeeping, Designing, Filing, Calendar Management, Communicating with Internal/External clients, Social Media Manager, Answering Calls / Outbound calls, Conducting Research, Arranging Travel plans, Preparing/processing reports, Recording meeting minutes

Independent Contractor

Amazon.com
Present

Customer relations specialist, Evaluate cost estimating deliverables prepared by consultants, Managed costs related to project budget to include final overview of invoices processed for payment as well as pending payments, Performed quality control checks, Reacted quickly to complex situations on client projects making on the spot decisions using independent discretion and judgment.

Negotiation Claims Manager

Goldfein Claims Management, LLC
Present

Receive , assess and Process claims submitted by clients, Guiding policy holders on how to proceed with claims, Ensuring a fair settlement of a claim, Investigating potentially fraudulent claims, Apply appropriate interventions and follow up on identified claims, Negotiating suitable payment plans, Recover overdue payments on accounts

Independent Contractor

Maplebear
March 2021 - April 2023

Transport product to customer locations in a timely and safe manner, Inspected, serviced and maintained vehicle on a daily basis, Adhere to all appropriate local and state safety regulations to protect property, consumer goods and general public on roadways, Provide consistently strong customer service from order to delivery, Used GPS systems to optimize delivery routes, Maintained a functional vehicle by conducting preventative maintenance, which improved efficiency by 80%

Associate

Kohl's
February 2017 - March 2020

Lead customer stylist, Lead POS, Merchandising

Sales Associate

Bath and Body Works
July 2018 - May 2019

POS/ cash handling, Merchandising, Customer Service

Office Assistant

Georgia Gwinnett College
July 2015 - May 2019

Customer Service Brand Associate

GAP Inc.

Organized and provided a neat, clean, organized and safe shopping environment for our customers., Cashier POS, Escalations, Inventory, All Back Office Administrative duties.

Shrink Manager

Bath & Body Works

Inventory Rotation, Stock Maintenance, Set Design, Resolving Complaints, Stock Organization, Customer Interaction, Visual Merchandising, Relief Cashier, Product Demos

Brand Associate

Old Navy
May 2016 - March 2019

Assist customers, POS, Customer Stylist, Merchandising, Stock execution

Exec. Assistant

Pink Diamond Clothing

Assist customers placing orders, Invoice creation/ collect payment, Run all social media platforms, Assist customers with any product related questions, Maintain packing Slips

Skills

Financial AnalysisFinancial ModelingData VisualizationTeam Collaboration
Published on CazVid - May 17, 2026
Contact Khai