Analyst Portfolio
I'm Fidel, an analyst passionate about transforming data into actionable insights. Below, you'll find my portfolio showcasing case studies in accounting and finance, and other projects using Excel, SQL, Tableau, and Power BI.
Case Studies
For this case study, I completed the following tasks accurately: bank and cash account reconciliation, journal entries, debit and credit calculations, trial balance adjustments, income statement preparation, margin calculations (gross, operating, and net), balance sheet creation, and 15 business questions. See the first two pages for the case study outline.
For this case study, I accurately completed the following tasks: payroll expense and FICA liability calculations, sales tax liability reporting, journal and ledger entries, trial balance creation, income statement, and balance sheet. I also answered 10 detailed business questions based on the financial data. See the first two pages for a full case study outline.
Technologies Projects
I am passionate about leveraging analysis to guide companies toward optimal profitability and efficiency.