Financial Analyst Resume Profile
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SUMMARY
- Results-oriented professional with experience gathering requirements, financial/business analysis and planning.
- Proven track record in reducing costs and inefficiencies through process optimization and development of cost performance metrics.
- Instrumental in providing thorough and accurate Strategic Planning and Analysis.
- Excellent Project /Change Management skills, getting the goals and objectives accomplished.
PROFESSIONAL EXPERIENCE
Confidential
Business Analyst, Cross Functional
- Work closely with Global Sales including Inside Sales team, direct and indirect sales leadership, and Sales Operations to document and map out the end-to-end sales life cycle processes including ownership definition, approval requirements, and reporting definitions
- Work with external vendors to produce business requirements and process documents for integration projects with third-party tools
- Provide global visibility into AS Renewal Opportunities and Renewal Conversion Rates
- Measure customer retention, offer performance, sales team performance, market pricing matrix view of the business
- Review incoming Change Requests from multiple sources Technology Infrastructure Services, Imaging Services Delivery Teams and follow a pre-defined set of rules for approval
- Consult with key stakeholders on changes to ensure understanding and agreement before approving Change Requests
- Drive enablement of accurate and consistent Advanced Services Renewal data and analytics reporting
- Support manual booking and revenue adjustments such as Summary Quotes, POS
- Manage, analyze, and report key marketing metrics through manual and automated metric collection methods
- Align AS Strategy with Regional business strategies bookings targetsWork with sales readiness teams to conduct training sessions in preparation for release
- Provide ad hoc and scheduled reports and metrics
Confidential
Field Sales Administrator
- Responsible for data quality assurance across Cisco's sales systems and tools in accordance with the various global regions.
- Collaborate across boundaries and multiple stakeholders to ensure data integrity is maintained and delivered to the sales organization.
- Assist in processing and maintaining data within the areas of sales crediting, customer validation and territory management within Sales Account View Manager tool.
- Work closely with Data Quality Manager for escalations relative to claims, tool issues, and quality control.
- Partner with sales organization to ensure claim approvals/denials are managed according to published service level agreements.
- Collaborate with Data Quality Manager for holistic approach to territory planning and execution according to year-end planning timelines.
Confidential
Business/ Financial Analyst/ Clinical Research Analyst
- Provided support to the Emerging Markets Sales organization in the form of monitoring operating expenses, sales performance and key business risk metrics through the use of various reports and Business Intelligence tools.
- Designed an Excel-based, monthly expense reporting package that tracked discretionary expenditures, headcount and variances to financial forecasts utilizing the Oracle Essbase Business Intelligence tool.
- Together with Finance Controller, developed and implemented the Partner Finance Governance process and Excel-based dashboard that provided country managers and key stakeholders with visibility into local business and country risks. In addition, identified action plans for red flag cases and worked with managers to mitigate the risks and prevent recurrence.
- Assist in the set up and auditing of clinical trials.
- Work with team to develop study design, protocol and business document requirements.
- Provide clerical support associated with trial and site audits. Handle all project and study documentation, status reports and metrics reporting.
- Assist with routine data verification and quality control, ensuring data integrity and consistency with prescribed study protocol.
- Maintain databases of patient information.
- Collect information for grant proposals and respond to correspondence.
- Assist with the development and execution of clinical research studies and programs in compliance with Good Clinical Practice. Gather, validate, document, and facilitate implementation of study requirements.
Confidential
HR, Business Analyst
- Provide global data management and support to internal and external requestors.
- Proactively monitor service performance, measure and communicate performance trends, provide capacity projections, review the business variables associated with major project initiatives and their impact on the HRS service delivery production environment, execute on strategic initiatives and system management control functions.
- Collect and analyze metric data. Provide ad hoc and scheduled reports to vendors, third parties and internal HR Managers.
- Review service deliverables, operational status reporting, development/ maintenance/enhancement activity, and service performance.
- Address vendor performance/capabilities. Supply business intelligence metrics and reports to managers and teams in alignment with Oracle HRMS.
- Work with global third party and cross functional teams to gather information and data needed for BRD's
- Provide project documentation and support to management and leadership teams. Actively mitigate risk associated with data, while following and implementing legal and compliances laws.
- Serve as the liaison between Vendors/Clients and the business.
- Work with project managers, teams and individual users to analyze documents as in and to be processed and data flows, document business and functional requirements.
- Using Business Objects to update and maintain current and future HR dashboards while insuring compliance and standards are met.
- Provide post-go live business administration support to users of the PLCM capabilities. Assist with data analysis and queries.
- Work closely with business and technology groups to ensure they follow HR data privacy standards for local and global use. Write detailed and accurate business requirements and process documentation. Document, follow and track SOX process. Respond to internal and external audits.
- Provide a wide range of support to the management team and project team and various stakeholders. Maintain and update processes, procedures and tools to align with current and future business requirements.
- Summarize large complex volumes of data. Provide project support and data for all projects requiring cross functional data and metrics.
Confidential
Benefit Integrity Audit Investigator
- Conduct onsite audits/reviews of provider facilities.
- Review regulatory documents and prepare site visit reports. On-site audits include data collection, interviewing and training office staff, reviewing/collecting medical records, reviewing/documenting equipment and collecting other valuable documentation related to the investigation.
- Reviewing, analyzing, and developing allegations of fraud and abuse against the Medicare Trust Fund in accordance with the regulatory guidelines set forth by CMS.
- Analyze reports and discrepancies from large data files and medical records. Calculates and documents over payments.
- Prepare detailed report Audit Finding Report that establishes the findings of the audit while presenting compelling and credible information related to investigative findings.
- Maintain applicable internal records related to investigation including accurate and timely updates to case tracking and monthly reporting applications.
- Create spreadsheets to organize findings and documentation collected during audits. Establishes and maintains liaisons with CMS, providers, beneficiaries, Medicare Fair Hearings and Administrative Law Judges, external law enforcement at the local, county, state and federal levels.
- Interpret, analyze and make investigative determinations concerning CPT, ICD-9 and HCPCS coding as it relates to potential schemes to defraud.
- Develops and conducts fraud awareness training sessions for DRS clients on an ad-hoc and as needed basis. Testify in criminal and civil legal proceedings as required.
- Ensure all activities related to the audit and billing are in compliance with Medicare and Medicaid protocol.
Confidential
Risk Analyst Multi Client
- Evaluate processes within HR/Payroll to ensure audit reports readiness and compliance.
- Created action plans to mitigate risk exposure.
- Maintained MBF to communicate audit results.
- Developed and provided training tools for clients and associates.
- Served as risk, compliance/documentation, and subject matter expert. Researched General Ledger Exceptions reported by FinOps.
- Developed process improvements and system enhancements to increase controls and improve client satisfaction.
- Proactively recognize issues or concerns with the data accuracy or integrity, tools or processes then take the actions to correct and bring to the attention of teams and management.
- Create maintain and update process flows and procedures.
Confidential
Client Service Analyst II/HR Payroll
- Served multi clients in conducted research while utilizing on-line payroll and benefit tools.
- Processed payroll, general human resource, benefits, and compensation and tax specific transactions.
- Documented and communicated audit findings, identified gaps in process controls and recommended process improvements.
- Provided support on specialized projects including Six Sigma activities and external/internal audits, trouble-shoot issues and interpret problems reported.
- Provided root cause analysis and resolution ensuring solid communication of resolution to the customers in regards to payroll and health welfare benefits. Reviewed and validated monthly system release enhancements.
- Ensured client satisfaction by tracking and reporting progress and resolution. Served as an ER Direct Connex Representative.
Confidential
Transaction Processing Analyst
- Execute project deliverables within the Health and Welfare practice.
- Reviewed and resolved data entry error logs.
- Worked as a liaison between external quality improvement, systems, analyst and the operations group to prepare and review process flows and requirements.
- Provided management and resolution to process issues for Health and Welfare. Completed quality checks to ensure accuracy of information on deliverable files.
- Performed data queries of HOBS to validate client reports and files.
- Provided tracking and reporting on aged items and trend analysis. Performed research and delivered resolution to team members on new and ongoing issues.
Confidential
Disability Claims Adjudicator
- Assist in the preparation of claims and utilization of data required to assess and analyze Disability and Medicaid applications.
- Conducted group and individual benefit orientations as needed. Determined eligibility for Social Security and Medicaid benefits for applicants.
- Reviewed and evaluated medical records as per guidelines.
- Applied knowledge of medical terminology, pension, health and welfare, retiree, medical, flexible benefit plan administration, STD, LTD, FMLA and Cobra to grant eligibility or deny.
- Prepared reports, which included detailed and accurate explanations of findings to be submitted in a timely fashion.
Confidential
Crime Scene Investigator
- Responsibilities included investigating, collecting, packaging, photographing and analyzing physical evidence found at crime scenes.
- Created and maintained case management of files.
- Assisted law enforcement agencies with the investigations of criminal cases.
- Served as an expert witness for criminal cases, more specifically, the collection and analysis of evidence. Prepared reports of investigative findings and assisted the County District Attorney.
