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Senior Financial Business Analyst Resume

San Francisco, CA

TECHNICAL SKILLS:

Technical: SQL, PLSQL, Tableau, Salesforce SFDC, Sybase Facets, Oracle Hyperion EPM11, Smart View, Essbase, Oracle BI, SAP, MS Dynamics, Great Plains, QAD Enterprise, Lawson, MFG/Pro, IStream, Ariba Spend Management, BEx Analyzer/ Reporting, PeopleSoft, Emptoris Spend Analyzer, Concur, Cognos, Noosh, SharePoint, RSQ, EXL Workflow, Salesforce, EDI, Microsoft Office Suite additionally Advanced Powerpoint and Access including Advanced Excel (V - lookups, Pivot tables, Macro VBA), PowerPoint and Word, UltraTax, Quickbooks, STATA, IDX, Power Chart, Epic-WEB, OBIEE, ERP, Power BI, Agile framework, Jira

Functional: Financial Analysis, Management Analysis, Business Analysis, Modeling, Metrics, Budget Analysis, Month End Close, Financial Reporting, Journal Entry, Accounting, and Vendor Management, PLM, COGS / OCOGS, Pharmaceutical benefit management

Project Methodologies: Waterfall, Agile Framework

PROFESSIONAL EXPERIENCE:

Senior Financial Business Analyst

Confidential, San Francisco, CA

  • Supporting the calculation for price promotions. Working in WorkDay and ServiceNow. Pitch Decks.
  • Model, review and develop an in - depth understanding of product life cycles assumptions.
  • Projected management within an agile framework environment and using Jira.
  • Supporting the monthly, quarterly and year-end close processes including GL reconciliation and Journal Entries.
  • Developing reporting packs and presenting variance analysis to Executive management.
  • Researching and documenting historical trends of past pricing strategies and actions.
  • Provide pricing promotion forecast to sales and FP&A business partners.
  • Strong partnership with cross functional teams (local and remote) on potential transaction and pricing strategies to improve quality of the provision. Key business partners include FP&A, controllership, AR, Sales, Demand Planning.
  • Documenting financial and accounting conclusions related to the close process Supporting the inventory provisioning process on NA stock.
  • Continually review existing reporting and processes for areas of improvement and development.
  • Supporting the Sarbanes Oxley Act (SOX)
  • Support Audit review with KPMG: methodology, calculation and B/S reconciliation Support digital transformation initiative within the business Develop and provide ad-hoc analysis as needed Supporting both finance and bus. Projs.
  • Gather data to create KPI Key Pereformance Indicators and Performance Metrics.
  • Advanced Excel (V-lookups, Pivot Tables, Cloud technology, Macros) and Advanced Microsoft suite additionally Advanced Powerpoint and Access, Sharepoint.
  • Cross functional. Working across business units and with other departments to resolve user and partner issues.
  • Training new Senior Financial Analysts.
  • Working within Oracle, SmartView and Essbase data cubes and modules to analyze data and trouble end user issues. Work as a liaison between IT and end user to resolve complex Essbase and reporting problems.

Senior Business Systems Analyst

Confidential, San Francisco, CA

  • Examined and analyzed existing operations, systems and procedures and prepare recommendations for improvements in the form of proposed programmatic changes, policies, procedures, or guidelines for executive and management teams. Working in Workday.
  • Conducted cost and quality control.
  • Projected management within an agile framework environment and using Jira.
  • Comprehensive business and information analysis within Essbase.
  • Conducted budget activities, annual planning, and forecasting applying GAAP. This included preparation and posting of journal entries for expense accruals and reclassification.
  • Coordinated, monitored and performed a variety of grant program fiscal control activities, including authorization of obligation expenditures and payments.
  • Analysis of budgetary reports, records, studies, and correspondence, including fiscal accounting reports; payroll projections; budget outlay projections; quarterly and annual financial reports.
  • Produced and delivered enterprise reports, scorecards, dashboards, ad-hoc analysis, and OLAP analysis within OBIEE and creation and use of RPD.
  • FP&A, product costing, BOM (Bill of Materials), COGS
  • Advanced Excel (V-lookups, Pivot Tables, Cloud technology, Macros) and Advanced Microsoft suite additionally Advanced Powerpoint and Access, Sharepoint.
  • Gather data to create KPI Key Pereformance Indicators and Performance Metrics.
  • Cross functional. Working across business units and with other departments to resolve user and partner issues.
  • Working within Oracle, SmartView and Essbase data cubes and modules to analyze data and trouble end user issues. Work as a liaison between IT and end user to resolve complex Essbase and reporting problems.

Financial Business Analyst

Confidential, San Francisco, CA

  • Examined and analyzed existing operations, systems and procedures and prepare recommendations for improvements in the form of proposed programmatic changes, policies, procedures, or guidelines for executives and management.
  • Conducted cost and quality control analysis.
  • Ensured compliance with federal, state, and local statutes, rules, regulations, policies, procedures, and guidelines.
  • Comprehensive reporting and recommendations to increase Authority efficiency.
  • Coordinated, monitored, and performed a variety of grant program fiscal control activities, including authorization of obligation expenditures and payments.
  • Analysis of budgetary reports, records, studies, and correspondence, including fiscal accounting reports; payroll projections; budget outlay projections; quarterly and annual financial reports.
  • Worked within Emphasys Elite, Excel, SharePoint, PIC & VMS HUD
  • Produced and delivered enterprise reports, scorecards, dashboards, ad-hoc analysis, and OLAP analysis within OBIEE and creation and use of RPD files.
  • Worked within Salesforce to manage data, import and export for analysis and reporting, acting administrator.
  • Analyzed data within Tableau.
  • Advanced Excel (V-lookups, Pivot Tables, Cloud technology, Macros) and Advanced Microsoft suite additionally Advanced Powerpoint and Access, Sharepoint.
  • Gather data to create KPI Key Pereformance Indicators and Performance Metrics.

Grants & Contracts Analyst

Confidential, San Diego, CA

  • FP&A, Financial analysis, annual planning, budget, Grants & Contracts analysis, modeling and forecasting.
  • Developed and maintained current grants and contracts report.
  • Developed and maintained community and resident demographic report.
  • Worked within SQL, Access, Excel, ETO, SharePoint, Oracle Hyperion EPM 11, Essbase and MS 365 cloud.
  • Worked within Salesforce to manage data, import and export for analysis and reporting, acting administrator.
  • Gather data to create KPI Key Pereformance Indicators and Performance Metrics.

Business Analyst

Confidential, San Diego, CA

  • Produced budget report data via EPSI, Excel and Workday.
  • Made recommendations on process improvements.
  • Worked within Hyperion and SQL to produce Data and Statistic Reports.
  • Responsible for Ad-hoc reporting and analysis. SOX compliance.
  • Worked within Salesforce to manage data, import and export for analysis and reporting, acting administrator.
  • Advanced Excel (V-lookups, Pivot Tables, Cloud technology, Macros) and Advanced Microsoft suite additionally Advanced Powerpoint and Access, Sharepoint.
  • Cross functional. Working across business units and with other departments to resolve user and partner issues.
  • Gather data to create KPI Key Pereformance Indicators and Performance Metrics.
  • Working within Oracle, SmartView and Essbase data cubes and modules to analyze data and trouble end user issues. Work as a liaison between IT and end user to resolve complex Essbase and reporting problems.

Budget Analyst

Confidential, San Diego, CA

  • FP&A, Financial analysis, annual planning, budget planning, modeling and forecasting.
  • Produced budget report data via EPSI and Excel.
  • Made recommendations on reporting improvements.
  • Analyzed payroll and FTE discrepancies.
  • Developed productivity report via EPSI, Excel and Access.
  • Gained HIPAA and medical claims experience.
  • Advanced Excel (V-lookups, Pivot Tables, Cloud technology, Macros) and Advanced Microsoft suite additionally Advanced Powerpoint and Access, Sharepoint.
  • Cross functional. Working across business units and with other departments to resolve user and partner issues.
  • Pharmaceutical benefit management & correspondence
  • Develop head count analysis.

Senior Business Analyst

Confidential, Minneapolis, MN

  • Conducted financial and business analysis and research creative solutions for patient encounter issues prior to submitting data to the state of Texas and Ohio.
  • Made recommendations on procedural process improvements.
  • Analyzed large quantities of patient encounter data submitted and rejected by the state in order to find the issues and work with the BI team in order to code within SQL and Sybase Facets new SOPs to correct errors occurring with the providers, UHC or the state. Working with Workday.
  • Produced and delivered enterprise reports, scorecards, dashboards, ad-hoc analysis, Pitch Decks and OLAP analysis within OBIEE and creation and use of RPD files.
  • Projected management within an agile framework environment and using Jira.
  • Advanced Excel (V-lookups, Pivot Tables, Cloud technology, Macros) and Advanced Microsoft suite additionally Advanced Powerpoint and Access, Sharepoint.
  • Cross functional. Working across business units and with other departments to resolve user and partner issues.
  • Pharmaceutical benefit management & correspondence
  • Gather data to create KPI Key Pereformance Indicators and Performance Metrics.
  • Head count analysis.
  • Working within Oracle, SmartView and Essbase data cubes and modules to analyze data and trouble end user issues. Work as a liaison between IT and end user to resolve complex Essbase and reporting problems.

Senior Financial Analyst

Confidential, Minneapolis, MN

  • Conducted financial and business analysis and research creative solutions for projects.
  • Initiated, compiled and prepared specialized reports, graphs and charts of data developed.
  • Involved with budgeting, budget planning, forecasting projects, business intelligence and GL reconciliation.
  • Assisted with the development of global accounting initiatives and participated in special assignments designed to gather data and improve operational efficiencies.
  • Ad-hoc financial and business projects and reporting. Workday.
  • Worked within Salesforce to manage data, import and export for analysis and reporting, acting administrator.
  • Responsible for FP&A, product costing, BOM (Bill of Materials), COGS
  • Advanced Excel (V-lookups, Pivot Tables, Cloud technology, Macros) and Advanced Microsoft suite additionally Advanced Powerpoint and Access, Sharepoint.
  • Gather data to create KPI Key Pereformance Indicators and Performance Metrics.
  • Head count analysis.

Financial Analyst

Confidential, Minneapolis, MN

  • Conducted and documented financial and business analysis and research.
  • Prepared, forecasted and analyzed trends.
  • Produced and delivered enterprise reports, scorecards, dashboards, ad-hoc analysis, and OLAP analysis within OBIEE and creation and use of RPD files.
  • Advanced Excel (V-lookups, Pivot Tables, Cloud technology, Macros) and Advanced Microsoft suite additionally Advanced Powerpoint and Access, Sharepoint.
  • Pharmaceutical benefit management & correspondence
  • Cross functional. Working across business units and with other departments to resolve user and partner issues.
  • Gather data to create KPI Key Pereformance Indicators and Performance Metrics.

Senior Management Analyst

Confidential

  • Researched and analyzed historical and ongoing total costs for current ERP tool.
  • Assisted in development of the business case to request funding for potential alternative ERP tools.
  • Gathered and presented financial data regarding current spend (current personnel, contractors, hardware, and software) on MnSCU, current enterprise tools.
  • Contributed supporting data for BOT documentation pertaining to new ERP funding.
  • Created and presented Earned Value Management (EVM) reports for ERP and ITSM project.
  • Researched ERP consulting firms and contributed to RFP item discussions.
  • Compiled Board of Trustee (BOT) agenda documentation pertaining to new ITSM tool funding.
  • Advanced Excel (V-lookups, Pivot Tables, Cloud technology, Macros) and Advanced Microsoft suite additionally Advanced Powerpoint and Access, Sharepoint.
  • Cross functional. Working across business units and with other departments to resolve user and partner issues.
  • Head Count analysis.

Sr. Financial Analyst

Confidential, Minneapolis, MN

  • Prepared, coordinated and assisted with the worldwide reporting and consolidation process.
  • Prepared and reconciled financial reports via Oracle/ PeopleSoft.
  • Reviewed reports and presentations for external and internal management, including ad hoc financial analysis.
  • Assisted with the development of global accounting initiatives and participated in special assignments designed to gather data and improve operational efficiencies.
  • Budget, forecasting projects, business intelligence, GL, FP&A, product costing, BOM (Bill of Materials), COGS.
  • Work within Salesforce to manage data, import and export for analysis and reporting, acting administrator.
  • Advanced Excel (V-lookups, Pivot Tables, Cloud technology, Macros) and Advanced Microsoft suite additionally Advanced Powerpoint and Access, Sharepoint.
  • Pharmaceutical correspondence
  • Cross functional. Working across business units and with other departments to resolve user and partner issues.

Sr. Financial Analyst

Confidential, Minneapolis, MN

  • Created a forecast report of select business partners for monthly presentation to executives.
  • Generated monthly financial reports for CFO; created Ops Plan and adjusted forecasting accordingly.
  • Maintained weekly sales variance reports and played an integral part in creating the reporting.
  • Worked within Salesforce to manage data, import and export for analysis and reporting, acting administrator.
  • Advanced Excel (V-lookups, Pivot Tables, Cloud technology, Macros) and Advanced Microsoft suite additionally Advanced Powerpoint and Access, Sharepoint.
  • Cross functional. Working across business units and with other departments to resolve user and partner issues.

Financial Analyst

Confidential, Minneapolis, MN

  • Responsible for financial analysis, financial modeling, budget and pricing analysis, cost analysis, financial modeling, forecasting and management reporting for the Global Creative Services and Global Sourcing teams.
  • Consulted and created new chargeback model for Global Creative Services within Confidential .
  • Created contract labor forecast model for Global Sourcing business unit.
  • Consulted on process improvement through analysis and research using BEx analyzer, SAP, Access and Excel.
  • Produced and delivered enterprise reports, scorecards, dashboards, ad-hoc analysis, and OLAP analysis within OBIEE and creation and use of RPD files.
  • Projected management within an agile framework environment and using Jira.
  • Advanced Excel (V-lookups, Pivot Tables, Cloud technology, Macros) and Advanced Microsoft suite additionally Advanced Powerpoint and Access, Sharepoint.
  • Cross functional. Working across business units and with other departments to resolve user and partner issues.
  • Gather data to create KPI Key Pereformance Indicators and Performance Metrics.
  • Head count analysis.
  • Working within Oracle, SmartView and Essbase data cubes and modules to analyze data and trouble end user issues. Work as a liaison between IT and end user to resolve complex Essbase and reporting problems.

Confidential, Minneapolis, MN

  • Financial analysis, annual planning, budget planning, forecasting, modeling and GL reconciliation.
  • Collected and analyzed production data on various vendors to identify trends and discrepancies using SAP.
  • Verified and processed all expense reporting using Concur.
  • Analyzed U.S. based check and ACH payment trends.
  • Created and maintained workflow chart and training documents for the international AP role.
  • Trained new hires AP payment processors in AP processes and standard practices.
  • Addressed all corporate HHI vendor accounts payable needs and inquiries in SAP and QAD.
  • Liaison between vendors, buyers and processing team to expedite the invoice payment process.
  • AP analysis, journal entries, month end reconciliation.
  • Reviewed consumption reports and post credits and charges to client accounts in SAP.
  • Prepared and compiled final invoices for conventions, events and group bookings.
  • Conducted bill reviews with organization representatives and assisted clientele with invoice and billing inquiries.
  • Produced and delivered enterprise reports, scorecards, dashboards, ad-hoc analysis, and OLAP analysis within OBIEE and creation and use of RPD files.
  • Work within Salesforce to manage data, import and export for analysis and reporting, acting administrator.
  • FP&A, product costing, BOM (Bill of Materials), COGS
  • Advanced Excel (V-lookups, Pivot Tables, Cloud technology, Macros) and Advanced Microsoft suite additionally Advanced Powerpoint and Access, Sharepoint.
  • Projected management within an agile framework environment and using Jira.
  • Cross functional. Working across business units and with other departments to resolve user and partner issues.
  • Gather data to create KPI Key Pereformance Indicators and Performance Metrics.
  • Head count analysis.
  • Working within Oracle, SmartView and Essbase data cubes and modules to analyze data and trouble end user issues. Work as a liaison between IT and end user to resolve complex Essbase and reporting problems.

Patient Financial Analyst

Confidential, Atlanta, GA

  • Closed and submitted department cash.
  • Responsible for managing the department’s credit cards.
  • Worked as a liaison between the physicians and patient’s insurance companies to solve pending financial issues.
  • HIPAA experience and medical claims.

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