Kenneth Lugo
Business Analyst @Kortana Fx
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WORK HISTORY
Business Analyst @Kortana Fx
As a Business Analyst specializing in financial forecasting and risk insights, I support data-driven decision-making by translating financial performance data into actionable strategies. This role involves managing large datasets, optimizing reporting processes, and aligning cross-functional initiatives with business goals:⁃ Collected, analyzed, and monitored a $750K+ investment portfolio to identify risk exposure and growth potential⁃ Created Excel-based dashboards and visual reports for KPI tracking and financial performance review⁃ Partnered with stakeholders to gather requirements for automation projects and reporting enhancements⁃ Facilitated JAD sessions and documented BRDs for process improvements and reporting initiatives⁃ Led UAT planning and execution, developing 200+ test cases for validating automated reporting tools⁃ Supported compliance by ensuring reporting frameworks aligned with internal audit and regulatory standards :⁃ Delivered 14% annualized portfolio growth through data analysis and performance insights⁃ Reduced reporting cycle time by 20% by creating automated KPI dashboards⁃ Authored 50+ financial reports monthly, improving reporting efficiency by 30%⁃ Built VBA macros that reduced data analysis time by 3 hours per cycle⁃ Improved project turnaround time by 18% through effective BRD documentation and stakeholder alignment⁃ Generated $12K+ annual savings by optimizing resource allocation across business processes
EDUCATION
Broward College
Associate Degree in Economics
Florida International University
Bachelor's degree, Economics
University of Florida - Warrington College of Business
Master of Business Administration, Corporate Finance & Financial Analytics
ABOUT KENNETH LUGO
As a with 4+ years of experience in …
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