I have experience completing high-level Excel analysis through my roles as a Financial Analyst and during university-led case competitions. Specifically, I’ve used advanced Excel functions like PivotTables, VLOOKUP, SUMIF, and INDEX-MATCH to analyze large datasets and draw meaningful insights. I’ve built financial models, used NPV and IRR functions for investment analysis, and created data visualizations like charts and dashboards to present performance metrics. Additionally, I’ve automated processes with Excel formulas and created interactive reports to track key performance indicators. These skills have helped me refine my ability to analyze data in a comprehensive, efficient manne

I understand that Barksdale specializes in providing high-quality flow, pressure, temperature, and level instrumentation used in various industrial applications. These products help monitor and control key parameters in systems like fluid processes, HVAC, and manufacturing operations. Flow instrumentation measures the rate of fluid movement, pressure instrumentation ensures safe and efficient system operation by monitoring pressure levels, temperature sensors provide critical data for maintaining temperature stability, and level instrumentation is used to measure the level of liquids and solids in tanks and vessels. While I’m still familiarizing myself with the full range of Barksdale's specific products, I am confident in my ability to conduct in-depth data analysis using Excel, generate insightful reports, and present findings effectively. My background in financial modeling and data visualization will help me interpret complex data and contribute valuable insights to the team.

Investment Strategy Performance Report Objective: Analyzed the performance of multiple investment strategies as part of a university-led case competition. Tools Used: Excel (Advanced functions, Financial Modeling, Data Visualization) Process: Gathered historical data for various asset classes, including stocks, bonds, and alternative investments. Built financial models in Excel to forecast potential returns and assess the risk associated with each investment strategy. Applied Excel functions like NPV, IRR, and XNPV to evaluate investment opportunities. Created interactive dashboards using PivotTables and visualized performance trends with charts such as bar, line, and scatter plots. Analyzed risk-adjusted returns, portfolio diversification, and asset correlation to guide investment decisions. Compiled insights into a detailed report with data visualizations, key takeaways, and recommendations for optimizing the investment portfolio. Outcome: The report helped our team identify the most effective strategies for maximizing returns while managing risk, contributing to the success of our case competition.