Bryan Smith

Bryan Smith

Senior Financial Analyst @ Dandy

About Bryan Smith

Bryan Smith is a Senior Financial Analyst at Dandy with a background in financial analysis and customer service, holding a Bachelor of Science in Finance from Providence College.

Title

Bryan Smith is currently a Senior Financial Analyst at Dandy, starting in 2024.

Previous Positions

Before joining Dandy, Bryan worked at Medely as a Senior FP&A Associate for 11 months from 2023 to 2024. He also served as a Financial Analyst at Vestmark for 2 years from 2021 to 2023. Additionally, he held the position of Financial Analyst at American Renal Associates from 2019 to 2021 in Beverly, Massachusetts. Earlier in his career, Bryan worked at Fidelity Investments as both a High Net Worth Associate and a Customer Relationship Advocate in 2019 and served as an Administrative Assistant Intern at Finance of America Mortgage LLC in 2018 in the Greater Boston Area.

Education and Expertise

Bryan holds a Bachelor of Science (BS) degree in Finance, General from Providence College, where he studied from 2014 to 2018. He demonstrates advanced skills in MS Excel, including the use of pivot tables, macros, and v-lookups. These skills are crucial for financial analysis and modeling.

Professional Skills

Bryan exhibits strong presentation and organizational skills, essential for communicating financial insights effectively to stakeholders. He also has a proven track record of working both independently and within a team, showcasing his versatility. His experience in customer service highlights his ability to maintain positive client relationships and effectively address client needs.

Background

Bryan's professional journey includes diverse roles across several companies, providing him with a broad spectrum of financial analysis and customer service experience. His commitment to continuous improvement and education reflects a proactive approach to professional development.

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