Isaac Smith

About Isaac Smith

Results-driven, highly analytical Financial & Business Analyst with a strong background in integrating complex datasets and transforming them into clear, actionable financial insights. Adept at improving workflows and reporting mechanisms while utilizing advanced technical tools like Excel, Google Sheets, NetSuite, and Kantata to drive efficiency. Known for resolving financial challenges with proactive problem-solving and fostering cross-team collaboration to enhance operational performance.Throughout my career, I’ve excelled in delivering comprehensive financial analysis, modeling, and reporting to support strategic initiatives. My experience includes overseeing complex financial operations, managing multi-million dollar budgets, and leading teams to enhance financial processes. I have a proven track record of streamlining operations, reducing costs, and driving efficiency through innovative solutions and strategic management.Key Skills, Achievements, and Competencies I Offer: Financial Analysis & Modeling: Developed and executed financial models to streamline processes and identify costcontrol opportunities, improving data-driven decision-making and operational efficiency. Strategic Oversight: Successfully managed a $50M+ budget at JP Morgan, enhancing budget oversight and financialreporting accuracy. Process Transformation: Transformed accrual processes and onboarded $100M+ in new assets at HSBC,significantly enhancing asset management and reducing P&L by $2M+ annually. Cost Reduction: Achieved a 31% reduction in client costs at Raul Avila through effective vendor management anddetailed performance reports. Revenue Growth: Increased revenue by 100% at Morgan Stanley, from $20M to $40M+, by redefining payrollprocesses and implementing strategic marketing initiatives.I am passionate about leveraging my expertise to contribute to the organization\'s financial health and success. Let\'s connect to explore how my background and skills align with your needs and how I can help drive your financial strategiesforward.I am open to networking and exploring collaboration!Lets Connect

Experience

1. Financial Control Analyst

   HSBC

   Mar 2023 — Present · NY, US

   As a Financial Control Analyst at HSBC, I manage the monthly and quarterly financial close processes, ensuring accurate preparation and analysis of financial data. I validate revenue and expense calculations, control balance sheets and cash flow activities, and ensure compliance with financial agreements. I handle billing processes, manage receivables and payables, and coordinate offshore financial activities. I also collaborate with global teams to support financial transformations and regulatory projects.Key Achievement: Transformed accrual processes and onboarded $100M+ in assets, improving asset management efficiency. Reduced annual P&L by $2M through a strategic change in financial custodians. Streamlined invoicing processes through macro automation, enhancing accuracy and efficiency.

Education

• Berkeley College

  Bachelor's degree, Business Administration / Finance

  2015 — 2018

• Southern New Hampshire University

  Master of Business Administration - MBA, Finance, General

• Aarhus BSS - Aarhus University

  International Business & Finance Msc, International Business

  2018 — 2020