Hi, I’m Carlson.
Aspiring Financial Analyst.
I am currently available for hire.
My Background
Welcome to my portfolio website! I'm thrilled to share my journey with you and showcase my skills as I transition from a career in business development to a role as a financial analyst.
With a strong background in business development, I've always had a passion for identifying growth opportunities and driving strategic initiatives in sales. However, my curiosity and analytical mindset led me to explore the financial aspects of business operations, which ultimately inspired me to pursue a career in FP&A.
During my transition, I proactively sought out opportunities to enhance my financial acumen. I enrolled in relevant certification exams like the Certified Management Accountant (CMA) and comprehensive online courses like The Complete Financial Analyst to deepen my understanding of financial concepts and to build a solid foundation.
As I grow as an analyst, I look forward to working alongside senior analysts and experienced finance managers who can raise my standards for what’s expected in financial planning and analysis.
My Skills
On this portfolio website, you will find examples of my work, including financial models, forecasting analysis, and reports that demonstrate my ability to analyze complex financial data and provide meaningful insights. I will also share my thought process behind key assumptions I have made and how they contribute to a more robust analysis.
I am excited about the opportunity to contribute my skills and expertise to an organization's FP&A team. I am confident that my unique background in business development, coupled with my passion for finance, will enable me to make a significant impact in driving financial performance and supporting strategic decision-making.
Forecasting Scenario Building Ratio Analysis Financial Modelling Variance Analysis
What I’ve Been Working On
I like to stay busy and always have something in the works. Here are some of the projects, models, and companies I’ve dedicated time to.
Integrated Financial Model
Combines information from historical data, income statement, balance sheet, fixed asset roll forward, financial liabilities, equity schedule and cash flow statement.
Financial Statement Analysis
A brief look into Costco’s 2023 annual statement.