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Business Analyst Resume

Vienna, VA

Objective Summary: Detail oriented IT Financial Professional, adept at using analytical and technical skills to understand and map complex business issues with solutions that promote technology and process improvements.

Experience Summary

  • Extensive experience collaborating with IT, Project Managers, business users and C-level executives to understand and document strategic goals and business issues.
  • Worked on several projects throughout the entire software development life cycle.
  • Created data and financial models.
  • Extracted and analyzed large amounts of data from several software applications including SQL, Access and Excel to prepare financial reports and identify trends.
  • Managed the implementation and testing of PeopleSoft running parallel reports and making process improvement recommendations.
  • Worked closely with the business units, and interviewed users to elicit and document business and system requirements.
  • Participated in requirements gathering and JAD sessions.
  • Provided training to end users.
  • Prepared concise written documentation for procedure documents and the business rules.
  • Work closely with Senior Managers and several Business groups, to provide detailed analysis when budgets are not in line with management expectations, and provide guidance with future forecast and budget estimates.
  • Created detailed PowerPoint presentations including charts and graphs to present the monthly management reports.

Technical Skills:
Microsoft Excel, Access, Word, PowerPoint, Project, Visio, SharePoint, SQL, Sungard, Business Objects, Oracle, Hyperion Essbase, and PeopleSoft.

Employment History:

11/2008 - Present: Independent Contractor
Confidential, Chantilly, VA - Data Analyst- IT Department

  • Prepared mathematical calculations used to prepare the auto financial statements including the gross profit margin, return on investment, total sales, current and quick ratio, debt to equity ratio, factory overhead, effective labor rate, breakeven and technician wages.
  • Prepared the Composite Conversion Reports, using SQL to verify financial data.
  • Prepared dealership trend analysis reports including detail summary reports for the New Automobiles, Used Automobiles, Service Department, Parts and Body Shop.
  • Prepared presentations to clients and provide detailed written summary reports.
  • Tested and validated data within the composite to ensure that all requirements are met.

Confidential, Herndon, VA - Systems Analyst- Business Development and Technology

  • Prepared timely written communications to project team members, department managers, customers, and IT management throughout the life of the project via weekly project status reports, meeting minutes, project issues log, and detailed budget reports.
  • Interface with Finance team to prepare business and system requirements for several IT Projects.
  • Worked closely with the Business groups, to provide detailed analysis when budgets are not in line with management expectations, and provide guidance with future forecast and budget estimates.
  • Ran queries and macros, created pivot tables and used Vlookups to assist in the preparation of the financial reports.
  • Created detailed PowerPoint presentations including charts to present the monthly management reports.

Confidential, Alpharetta, GA—Business Analyst- Property and Casualty Division

  • Primary contact between IT development team members and the Finance Group.
  • Managed the implementation and user acceptance testing of PeopleSoft.
  • Maintained the security set up for PeopleSoft, including creating new accounts and business units.
  • Assisted users with system issues and worked closely with the business users and IT to document business and system requirements.
  • Updated the training material for the Finance Group and prepared test plans.

08/2006 - 10/2008: Confidential, Business Analyst, Alpharetta, GA-Accounting Systems Management Group

  • Managed the implementation and testing of several billing projects, running parallel reports and making process improvement recommendations.
  • Prepared and analyzed financial reports for senior management interfacing with multiple systems and business units.
  • Wrote documentation for accounting procedures and created procedure manual.
  • Met with Subject Matter Experts including Project Managers, IT and Finance to elicit and document business and system requirements.
  • Prepared presentations to Senior Management and training sessions to the Accounting groups.

09/2005 - 08/2006: Confidential, Long Island City, NY- Financial Analyst-Contractor- IT Department

  • Prepared detailed financial models in support of the annual budget and forecast process.
  • Consolidated and analyzed data for the monthly expenses for the IT Department and created financial reports.
  • Prepared monthly variance explanation reports for the IT Department.
  • Prepared monthly flash reports, expense and cost allocation report and reconciled financial statements to ensure that all revenue, expense and accruals were reflected accurately.
  • Prepared presentations to Senior Management and provide detailed analysis in support of the Individual Business IT Project.

04/2004 - 02/2005: Confidential, Long Island City, NY- PeopleSoft Analyst-Contractor- Private Banking

  • Managed the implementation and testing of PeopleSoft running parallel reports and making process improvement recommendations.
  • Primary contact between IT development team members and the Finance Group
  • Assisted users with system issues and worked closely with the business units and technology to create and review business and system requirements.
  • Reviewed existing financial and system processes to identify and recommend improvement.

10/2003 - 02/2004: Confidential, New York, NY- Treasury Analyst-Contractor-Treasury Group

  • Monitored bank accounts to ensure all incoming agent bank credits are matched to corresponding ledger entries.
  • Reported to agent banks and product operations to clean up all discrepancies.
  • Monitored internal treasury suspense accounts and timely cash reconciliation to provide the firm with usable funds for cash management.
  • Worked with various business units both internal and external.

12/1999 - 09/2003: Confidential, Jersey City, NJ-Officer-Global Client Services

  • Prepared monthly financial statements, according to Bank and SEC standards.
  • Performed management reporting and administrative duties for pension and savings welfare trusts.
  • Prepared journal entries, and daily and monthly reconciliation reports.
  • Maintained a high level of responsiveness to client and investment manager's inquiries.

Education & Training:
Bachelor of Business Administration, Concentration in Accounting

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