ABBY RAMADAN

Capital Markets Associate · Financial Analyst · Structured Finance

Chicago, IL (open to relocation to Bay Area) · abbyramadan98@gmail.com · linkedin.com/in/abby-ramadan/

SUMMARY

Financial analyst specializing in forecasting, financial modeling, and data-driven analysis across $300MM+ portfolios. Skilled in financial modeling, cash flow forecasting, and interpreting credit agreements to support regulatory compliance, risk management, and funding strategy.

EXPERIENCE

• Built and enhanced financial models and SQL-driven reporting to forecast loan performance and cash flows for $300MM+ portfolios to support capital allocation and funding decisions

• Performed variance analysis on forecasted vs. actual cash flows to hone forecast accuracy

• Streamlined reporting processes by consolidating redundant workbooks and improving SQL code clarity, reducing reporting preparation time by 30%

• Analyzed credit agreements and corrected report logic, unlocking $500,000+ in additional borrowing capacity under warehouse facilities

• Enhanced loan allocation tools and aligned processes with legal documents to ensure regulatory compliance

• Collaborated cross-functionally to support strategic initiatives across Capital Markets and other teams

• Monitored and analyzed 10+ multi-million dollar asset-backed securities to ensure compliance with covenants

• Modeled projected asset performance and recommended portfolio trades to optimize returns

• Interpreted indentures and advised stakeholders on compliance, supporting treasury activities

• Collaborated with rating agencies and presented financial analyses to support transaction outcomes

• Reconciled firm financials and third-party documentation to validate accuracy and regulatory compliance

• Conducted testing and analysis of financial data in accordance with CFTC regulations

• Assisted in testing judgmentally selected samples and researching regulations as part of examination team

• Prepared workpapers for examinations under guidance of senior examiners

• Researched relevant CFTC rules for FCMs to support examinations

• Fulfilled client needs by documenting international tax rules for the Global Compliance & Reporting tax team

• Prepared and organized client workpapers and performed substantive analytical procedures

• Received training regarding corporate tax return preparation and computation of tax liability for different entities

• Monitored internal controls and utilized XML schema to streamline reporting of monthly regulatory reports

• Created and analyzed rolling charts in Excel for tracking trends of account balances and ratios

EDUCATION

SKILLS

Excel (advanced) · SQL · Tableau · PowerBI · Power Automate · R · Python · Forecasting · Treasury & Liquidity Management · Structured Finance