Karla Mejia
Revenue & Data Analyst
- Role
- Revenue & Data Analyst at Mora Capital Group
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Karla Mejia
Strategic Data & Revenue Analyst with 9 + years in wealth management, financial planning, and data-driven decision support. Today, at Boreal Capital Management, I partner with the CFO to translate complex data into clear insights that safeguard assets and propel growth. In my role, I- Revenue & Performance Analytics: Build recurring dashboards and variance reports that highlight revenue patterns and expense trends- Risk & Compliance: Carry out daily trade checks, portfolio reviews, and position reconciliations to support risk management and audit readiness- Portfolio Oversight: Work with advisors on high-net-worth accounts to keep strategies consistent with risk tolerance and market conditions.Previously, as Practice Manager at Ameriprise Financial Services, I combined financial-planning expertise with analytics to boost comprehensive planning adoption (66 % in three years) and elevate client retention through personalized, data-backed touchpoints.What sets me apart is the blend of rigorous analytics (M.S. in Business Analytics, FIU) and front-line advisory insight (FINRA SIE, Series 7 & 99). I thrive on pinpointing root causes, streamlining processes, and building cross-functional alliances that turn data into decisive action.I’m driven by integrity, excellence, and the belief that the right insights—shared at the right time—create outsized impact for clients and the business alike. Let’s connect if you share a passion for data-informed growth and client-centric innovation.
Experience
Revenue & Data Analyst
Apr 2024 — Present · Miami, FL, US
Lead the design of recurring dashboards and financial variance reports to monitor revenue, expense trends and profitability drivers. Oversee daily trade validation, portfolio reviews, and reconciliations, ensuring compliance, risk management, and audit readiness. Prepare financial performance analyses to executives and the board, translating complex data into clear recommendations that support business growth. Drive cross-functional collaboration to streamline financial operations, improve resource allocation, and strengthen decision-making processes.
Education
Florida International University - College of Business
Bachelor of Business Administration - BBA, International Business & Finance
2019 — 2020
Universidad Iberoamericana
Bachelor of Business Administration - BBA
2016 — 2019
Florida International University
Master of Science - MS, Information Systems, Business Analytics
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