Finance professional with 8+ years across FP&A, accounting, and analytics in fintech, SaaS, marketplace, and foundation environments.
At Jaris, I owned quarterly and annual forecasts for a $50M+ fintech loan portfolio, linking origination volume, pricing, borrower performance, and credit losses to revenue and contribution margin. I partnered across Finance, Product, and Risk on forecast reviews, scenarios, and consistent KPI definitions.
My earlier work at Poshmark included IPO readiness, SEC reporting support, close ownership, and budget-versus-actual analysis. At Egnyte, I worked on CapEx and ROI analysis for $10M+ initiatives, accounting, and financial systems improvements. My current contract Senior Accountant role through DeWinter Group at the William and Flora Hewlett Foundation strengthens reconciliation, controls, auditability, and reporting reliability.
The thread across my work is connecting operating drivers to financial decisions and making sure the underlying data can be trusted. I use Excel, SQL, and Python to support that work.
Professional background · Finance case studies · LinkedIn
The projects below are self-directed portfolio work; synthetic-data cases are identified in their repositories and case studies.
Recurring-revenue analysis covering ARR, retention, churn, acquisition economics, cohort behavior, and finance-grade reconciliation controls.
Repository: https://github.com/ecastillo081/SaaS-KPI-Dashboard
Benchmarked nine forecasting methods across 50 synthetic merchants. Holt produced the strongest average out-of-sample performance at approximately 8.64% MAPE.
Repository: https://github.com/ecastillo081/Merchant_Revenue_Forecasting
Marketing Finance case connecting acquisition spend to CAC, contribution-margin economics, payback, and downside sensitivity.
Repository: https://github.com/ecastillo081/Marketing-Finance-Dashboard
Driver-based three-statement financial model covering revenue, headcount, operating expenses, scenarios, cash flow, and investment analysis.
Repository: https://github.com/ecastillo081/Financial_Model
Credit-risk modeling case focused on the trade-off between approval volume, modeled default risk, and financial outcomes.
Repository: https://github.com/ecastillo081/Loan_Defaults
- Corporate FP&A
- Driver-based forecasting
- Budget vs. actual analysis
- Rolling forecasts
- Revenue and contribution-margin modeling
- SaaS / fintech unit economics
- Scenario analysis
- Finance data validation and reconciliation
- Excel, SQL, Python, Power BI
For management-ready case studies and additional finance work: