Daniel Sandoval
Financial Analyst at JP Morgan Chase
- Role
- Corporate Controllers External Reporting Quality Assurance Analyst at JPMorganChase
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Daniel Sandoval
Finance and analytics professional with experience automating reporting, improving data workflows, and delivering actionable insights at JPMorgan Chase. I’ve led initiatives that produced $4M+ in efficiencies, built automated financial and headcount reporting tools, and supported senior leadership with accurate, data-driven analysis.My background includes financial analysis, control managment and quantitative market research, with experience in VBA automation for month-end reporting and regression-based modeling for market expansion projects. Skilled in Excel, VBA, Python, SQL, and translating complex data into clear business recommendations.Outside of work, I’m passionate about continuous learning and maintaining a balanced life—whether that’s reading, writing, fitness, or exploring new topics that sharpen my creative thinking. I also enjoy gaming and fishing, which keep me curious, patient, and mentally flexible.
Experience
Corporate Controllers External Reporting Quality Assurance Analyst
Aug 2025 — Present · New York, NY, US
Developed an Alteryx workflow to analyze client identifiers and identify 12 misclassified NAICS codes, using Excel to track the process and construct the workpaper, strengthening compliance and data integrity• Led annual QA framework refresh by organizing meetings, updating materials, and creating a change tracker to drive timely updates and process improvements• Performed analytics of 72 documents for Systemic Risk report uncovering multiple exceptions totaling to +$400M in overreporting, escalated and resolved the issue with FERC team• Leveraged LLM to learn complex regulatory instructions, filling knowledge gaps and mastering firm-wide reporting requirements for derivatives, off-balance sheet items, and counterparties, becoming a subject matter expert and confidently engage stakeholders• Streamlined executive reporting by adapting an audit report template and leveraging the LLM to condense an eight-page review into a concise two-page format, enabling rapid project completion
Education
Bixby High School
N/a, N/a
2017 — 2020
The George Washington University
Bachelor of Science - BS, Business/Managerial Economics and ISTM
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