arissareis

Built and maintained reporting infrastructure in Excel and BI tools, automating recurring analyses and freeing up 5+ hours/week for strategic work. Owned P&L forecasting for Amazon channel, constructing data models to assess product profitability and flag margin erosion before it impacted quarterly targets. Delivered weekly performance presentations to senior leadership, translating complex data sets into clear visualizations and actionable recommendations. Developed and distributed ad-hoc reports for sales, marketing, and operations teams to support cross-functional decision-making.

Designed, developed, and maintained Power BI dashboards tracking promotional ROI, margin trends, and category performance (used daily by VPs and directors to inform strategic decisions). Built robust forecasting models and data documentation enabling consistent application across regions and successful knowledge transfer. Collected, monitored, and analyzed sales data across 100+ retail locations to create reports for margin management and commission tracking. Collaborated with internal stakeholders across pricing, merchandising, sales, and marketing to develop reports meeting cross-functional specifications.

Designed, developed, and maintained Power BI dashboards tracking promotional ROI, margin trends, and category performance (used daily by VPs and directors to inform strategic decisions). Built robust forecasting models and data documentation enabling consistent application across regions and successful knowledge transfer. Collected, monitored, and analyzed sales data across 100+ retail locations to create reports for margin management and commission tracking.

Identified inefficiencies in portfolio rebalancing workflow; designed and implemented streamlined process that reduced manual reconciliation time by ~30%. Conducted fundamental research on Canadian and international equities, producing investment memos for portfolio decisions.

Supported management of 115+ client portfolios totaling $94M in AUM, handling compliance, trade execution, and client communications. Played key role in onboarding $16M in new assets during advisor transitions, coordinating account transfers and ensuring seamless client experience.

Built PARC (Premium Adjustments Risk Calculator), a data-driven pricing tool that estimated policy risk based on variable rate factors (still in use by the pricing department today). Self-taught APL programming to develop the tool, translating actuarial logic into functional code with no prior programming experience.