Chad N.
Williams
Results-driven Financial Analyst with expertise in SQL, Python, and Excel — leveraging advanced data analytics and financial modeling to drive strategic decision-making and optimize business performance.
About Me
Finance meets
technology.
I'm a Financial Analyst at Align Technology — the company behind Invisalign — supporting commercial finance through SQL/Python analytics, Power BI dashboards, and monthly forecasting cycles.
I graduated from Florida Atlantic University in 2022 with a BBA in Management Information Systems — a dual foundation in business analysis and software development that lets me move fluently between the finance desk and the data layer.
I'm passionate about replacing manual workflows with scalable pipelines, and translating raw numbers into clear, compelling stories for stakeholders at every level.
Experience & Education
Financial Analyst
Align Technology
Tracked & reported AOP targets using SQL and Python for field sales variance insights
Built Power BI dashboards for OpEx actuals vs. budget visibility
Developed pricing & discount breakeven models for Invisalign's Advantage Tier program
Supported monthly forecasting and reporting cycles for senior leadership
Work Experience
Financial Analyst
Advance Auto Parts
Analyzed large datasets via SQL (Snowflake) to identify cost-saving opportunities
Built Power BI dashboards visualizing sales performance across 4,000+ U.S. retail stores
Led monthly financial reporting and forecasting for 4,000+ retail stores
Optimized inventory valuation and product pricing strategies
Work Experience
Product Specialist & Inventory Coordinator
Vista BMW
Delivered premium client education on BMW innovations and vehicle features
Created spreadsheet systems that improved inventory management accuracy by 20%
Gained expertise in CDK, KeyReader, TSD Loaner, XTime, and MyKaarma
Work Experience
BBA · Management Information Systems
Florida Atlantic University
Bachelor of Business Administration — Management Information Systems
Graduated August 2022
Foundation in data analytics, systems design, and business strategy
Education
Expertise
Skills & capabilities.
Programming & Tools
Languages, libraries, and platforms for data work
Financial Analysis
Core competencies for modeling, planning, and reporting
Domains & Practices
Cross-functional expertise and delivery practices
Certifications
Google Advanced Data Analytics Certificate
Google · Aug 2024
Google Data Analytics Certificate
Google · Dec 2023
Learn SQL
Codecademy · May 2023
Learn Tableau
Codecademy · Apr 2023
What I Do
Areas of expertise.
Financial Modeling
Built dynamic financial models for scenario planning, forecasting, and variance analysis using Excel and Python.
Power BI Dashboards
Designed and deployed interactive Power BI dashboards for executive reporting and KPI tracking.
Data Pipelines
Automated data pipelines using SQL and Python to replace manual reporting processes, reducing reporting time significantly.
Project Management
Led cross-functional financial projects from scoping through delivery, coordinating with stakeholders across business units.
Data Analysis & Reporting
Transformed raw financial data into actionable insights using Excel, SQL, and Tableau.
Also a Developer
Interested in web development work?
Beyond financial analysis, I build custom web applications and developer tools. My software portfolio lives at chadwill.dev — visit there for web and software projects.
Get In Touch
Let's
connect.
Whether you're looking to discuss a financial analysis project, explore a collaboration, or just want to connect — I'd love to hear from you. Reach out directly via email or find me on LinkedIn.