Financial Analysis Process Improvement

Turning complexity into clear, actionable insight.

I work in finance, executing securities transactions and account changes for clients under pressure. I'm looking to bring that same rigor to financial analysis: reading the numbers, weighing the tradeoffs, and building the dashboards that make the right call obvious, with an eye for the processes those numbers run through.

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FINANCIAL ANALYSIS MARKET RESEARCH DATA ANALYSIS DASHBOARD DESIGN PROCESS IMPROVEMENT STRATEGIC PLANNING

Selected Work

Case Studies & Projects

Financial Analysis Business Strategy Product & Dashboard Design

GovSight: Financial Analysis, Pricing & Product Design

Built the competitive financial analysis behind the pricing strategy for GovSight, an AI-powered financial platform that connects directly into a city's existing accounting system: $30K/year versus $120K+ in combined competitor costs, and pitched the resulting $90K/year in projected savings to 10 municipalities. Co-founded the company and served as COO, also leading end-to-end UI/UX design across the platform's three core tools: Navi (what-if scenario planning), Mantis (an AI finance co-pilot), and Vatica (departmental financial insights).

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GovSight

Illustration representing GovSight's AI-powered financial platform for local governments.

Financial Operations Process Automation AI Systems Design

Automated Billing Audit Pipeline

Designed a three-stage automation pipeline for a retirement planning firm (name withheld) to catch billing discrepancies between signed client agreements and what was actually charged. AI extraction turns signed PDFs into structured records, a deterministic audit matches every charge against what was authorized, and a Microsoft Teams agent lets staff ask questions like "did this client sign up for this fee?" and get a sourced answer without touching the underlying systems directly.

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Billing Audit Pipeline

Simplified view of a proposed pipeline design. Company name withheld; this was a technical proposal, not delivered production work.

Trade Operations Process Automation AI Systems Design

Trade Notification Sync

Designed an automation to close a gap where trade confirmations sometimes never reached clients. The system watches a read-only shared sheet from the firm's clearing company for changes, checks each change against the firm's own records to tell a new trade from a correction, and sends the confirmation directly, so a missed notification no longer depends on someone noticing it was missing.

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Trade Notification Sync

Illustration of the trade notification pipeline: a shared spreadsheet is checked for a match and triggers a notification

Simplified view of a proposed pipeline design. Company name withheld; this was a technical proposal, not delivered production work.

About

Let's get to know each other.

What I'm building toward

A career as a financial analyst where the analysis I run and the dashboards I build actually change how a team makes decisions, not just reports that get filed away.

I'm Alexander, working toward a career as a financial analyst. I care about the "how," not just the "what": how the numbers tell the real story, how a process actually runs, how a team makes decisions. Client-facing finance work has sharpened that instinct daily, and I've also co-founded a startup, run sales operations, and picked up technical skills like dashboards and data tools to back it up.

FINRA Series 7 FINRA Series 63 B.S. Finance, UVU '27

Background

Customer Relationship Advocate Fidelity Investments · Current Handle 25+ daily client calls executing securities transactions and account changes, ranking in the 90th percentile for call quality while maintaining strict regulatory compliance.
Co-Founder & COO GovSight Built the competitive financial analysis and pricing strategy for an AI-powered municipal finance platform, pitched to 10 municipalities, while leading the sales team and product UI/UX design.
Sales & Operations Analyst Intern NOMYX Built Salesforce pipelines and a structured targeting framework to improve outreach efficiency, while coordinating executive-level logistics for the VP of Revenue and CEO.
Admin & Data Specialist The Entrepreneurship Institute, Utah Valley University Built Excel tracking systems for 30+ events and project-managed logistics for 18+ workshops and conferences.

Tools & Skills

Financial Analysis Excel (Advanced) Tableau Salesforce

Get in Touch

Let's build something that works.

Open to financial analyst, finance, and analytics roles, plus strategy, operations, and process-improvement projects. If you're working on a problem worth solving, I'd like to hear about it.

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