Senior Analyst/Consultant Resume

SUMMARY

I am a dependable, hardworking and goal - orientated Senior Analyst with a passion for excellence
Strong Financial/Treasury/Business Intelligence background in multiple industries
Experience and proficient in standard analytical, reporting and programming languages and their applications (such as Tableau, Power BI, SQL, SAS)
Able to create Power BI Dashboards and reports: Design, Build and Deploy BI Solutions eDX Certified in Microsoft Power BI
Spent last 24 months in various Power BI projects regarding IT Services at Confidential
ETL- able to Extract, Transform, and load data through various databases/lists/tables: (SharePoint, Excel, Salesforce, SQL databases etc.)
Power edit query, bookmarking, selection pane, SQL Server Analysis (SSAS), SQL Server Integration Services (SSIS), & SQL Server Reporting Services (SSRS)
Advance Excel and Intermediate SQL knowledge: specialize and use of data extraction, data analytics and business knowledge responsible for analysis and reporting
I am able to adapt in fast pace settings and love team work atmospheres/ great work ethics

PROFESSIONAL EXPERIENCE

Confidential

Senior Analyst/Consultant

Responsibilities:

Document processes and create flow charts, develop data requirements and model data using analytical tools such as Microsoft Power BI
Supported Vendor Management Office (VMO) regarding all IT Services for Confidential for 14 months
Administrative duties, Reporting and technical support to Vendors and Confidential Project Managers
Created, executed and managed Purchase Orders in Confidential procurement application to ensure invoices were paid to vendors
Supported VMO Supply Managers/Analysts with administrative tasks: Statement of Work, Onboarding, Time tracking tool (Replicon) and special attention to vendor relations
Ad Hoc projects, Power BI Dashboard, manage SharePoint lists within organization
Knowledgeable in all Confidential Applications: Ariba, SharePoint, SAP, Replicon, People Connect, SRM, and all Microsoft 0365 applications

Confidential - Houston, Texas

Accounting Department/ Treasury Analyst

Responsibilities:

Performed daily prior day bank activity reconciliation through all bank portals
Performed daily corporate cash management and helped FP&A with forecasting activities
Managed all operation accounts for each business entity and maintain all positive balances
Consolidated all bank account balances into a cash positioning report sent to upper executives
Executed daily wire and ACH remittance for all client trust accounts, vendors & financial institutions
Performed journal entries for all Treasury related activities in Microsoft Dynamics GP
Process all petty cash related checks, vendor checks and entries
Maintain regular and detailed interaction with A/P, A/R, Payroll, Payment Processing for analytical support

Confidential - Houston, Texas

Treasury Department/ Financial Analyst

Responsibilities:

Efficiently utilized all warehouse lines for financing all origination(s) loans sent to Treasury
Accessed and extract data from ERP system/loan servicing database for Ad Hoc reporting
Managed the company’s inventory/portfolio of active loans from all warehouse lines/Collateral Management
Worked closely with Capital Markets, Accounting and FP&A to reconcile monthly/quarterly reporting
Administered and implemented daily/ monthly reporting to anticipate year-end audit(s); These reports assist in the development and maintenance of accounting and reporting policies and procedures to ensure compliance with GAAP, SEC and Sarbanes-Oxley
Initiated, approved and released wire transfers/cash disbursement/receipts activities- (Book transfers, ACH,EFT)
Cash management/liquidity forecasting for all Treasury investments and refinancing of loans
Daily Excel reports that monitor bank accounts to establish daily cash position from borrowing facilities
Banking relations: Communication with counterparties/banks: Confidential /Credit Suisse/Barclays/Deutsche /UBS
Strong reporting skills: monthly budgetary reports, securitizations reports, revenue variance reports
Provided financial support to operating and financial organizations within the company

Confidential - Houston, Texas

Financial Data Analyst

Responsibilities:

Used financial reports to provide accurate and timely analysis to management for decision-making process Internal budget management thru loss ratio and variance reports with charts and spreadsheets Successfully met deadlines for month-end and quarter-end reporting Analyzed and manipulated large amounts of data in Windows Excel and Access Data integrity/ reconciliation and internal audits of data entry employees in different departments Worked with different departments, including I.T., to review business and system requirements, processes, and plans Worked with data warehouse team to develop, maintain, and support all data applications Designed and evaluated controls to improve financial and accounting processes