Lani James
Financial Analyst at Lakeview | San Francisco Bay Area
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Lani James is an accomplished Financial Analyst at Lakeview, where she leverages her extensive experience in reporting and data analysis to drive strategic financial decisions. In her current role, Lani plays a pivotal part in evaluating the financial health of the organization, meticulously identifying areas for improvement that can enhance operational efficiency and profitability. Her analytical prowess is exemplified through her comprehensive financial analyses of potential investments, which have successfully resulted in a diversified portfolio that significantly improved returns.
Lani's expertise in conducting sensitivity analyses allows her to assess the impact of fluctuations in key variables on the company’s financial performance, providing invaluable insights that inform decision-making processes. She is adept at creating sophisticated forecasting models that not only project future financial scenarios but also empower the management team to make informed strategic choices. By utilizing her skills in SQL, Microsoft Access, and Excel, Lani effectively manages and synthesizes data from multiple streams, ensuring that the financial reports she generates are both accurate and actionable.
Her strong communication skills enable her to convey complex financial concepts to stakeholders across various departments, fostering collaboration and alignment on financial objectives. Lani's commitment to continuous improvement and her ability to identify efficiencies within data streams make her an essential asset to Lakeview. As she continues to navigate the dynamic landscape of financial analysis, Lani remains dedicated to enhancing the company’s financial strategies and contributing to its long-term success.
Financial Analyst at Lakeview in January 2022 to Present
Credit Services Specialist, Data Analyst, Database Administrator and Developer at Westamerica Bank in September 2019 to January 2022
Office Administrator at Day Wireless Systems in January 2019 to September 2019
Branch Business Development Support Specialist, Loan Officer Assistant & Loan Processor at CrossCountry Mortgage, Inc. in November 2017 to December 2018
Loan Assistant at RPM Mortgage in August 2016 to November 2017
Pharmacy Technician at ScriptWorks in November 2012 to April 2015
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Southern New Hampshire University, Bachelor's degree, November 2026
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Financial Analysis
SQL
Microsoft Power BI
Microsoft SQL Server
CAS
Microsoft Office
Data Analysis
Database Administration
Office Administration
Administrative Assistance
Travel Arrangements
SAS Programming
Accounts Payable
Accounts Receivable (AR)
Microsoft Excel
Adobe Photoshop
Microsoft PowerPoint
Adobe Illustrator
Adobe InDesign
Databases
Customer Service
Written Communication
Oral Communication
Communication
Salesforce.com Administration
Office Equipment
Dissemination Of Information
Encompass
Accounts Payable & Receivable
Microsoft Access
Microsoft Outlook
Accounting
Google Cloud Platform (GCP)
Microsoft Word
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Discover more about LakeviewWhat is Lani James email address?
Email Lani James at [email protected]. This email is the most updated Lani James's email found in 2026.
How to contact Lani James?
To contact Lani James send an email to [email protected]. (updated on September 03, 2024)
What company does Lani James work for?
Lani James works for Lakeview
What is Lani James's role at Lakeview?
Lani James is Financial Analyst
What is Lani James's Phone Number?
Lani James's phone (**) *** *** 198
What industry does Lani James work in?
Lani James works in the Financial Services industry.
Lani James Email Addresses
Lani James Phone Numbers
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