Financial Data Analyst Resume San Francisco, CA - Hire IT People

SUMMARY:

Data analyst with +3 years of experience in business and financial analysis. Outgoing and results driven with a competency for building reports and maintaining data integrity.
Proactive in high - stress, fast-paced environments and focused on providing detailed business intelligence for managerial evaluation.
Expert at designing SQL queries, preparing financial reports, developing KPI dashboards, and conducting audit resolution for accounting entries.
Proficient in Microsoft Office Suite Excel, Access, Visio, Visual Studio, and Project; and SQL Server 2014.
Experience in producing reports and dashboards using Tableau or Microsoft Excel for KPI presentations.
Experience reconciling purchase orders to specified invoices using tools such as SAP Business Objects and PeopleSoft Procure-to-Pay (P2P) Online Requisition and Accounts Payable System

PROFESSIONAL EXPERIENCE:

Financial Data Analyst

Confidential, San Francisco, CA

Responsibilities:

Contributed to financial operations’ partnership with Parthenon Capital Partners by analyzing financial data for a KPI PowerPoint.
Prepared weekly asset reports and monthly sales commission reports to gather business intelligence on clients and funds’ analysis.
Generated monthly Budget vs Actual Variances analysis, balance sheet review, and week-end cashflow reports.
Assisted revenue projection analysis and maintained integrity of extensive V-Lookups and macros linked to referential data.
Documented expense reports, budget projections, invoices, and adjusting journal entries using QuickBooks.

Data Analyst

Confidential, Vienna, VA

Responsibilities:

Assessed capitalized external labor invoices through activity level analysis.
Queried and analyzed data sets from PeopleSoft P2P detailing invoices from the capitalizable transitory general ledger account.
Maintained data integrity in a master Excel document for month-end journal voucher corrections.
Audited 30 to 50 capitalized general ledger entries daily and inspected entries for metrics prerequisite to capitalizing external labor.
Used HP’s Project Portfolio Management (PPM) and SAP Business Objects to research associated activities for capitalization.
Streamlined the assessment process by implementing VLOOKUP functions in Excel to cross- associated documents.
Worked heavily with Pivot Tables, VLOOKUP, and macros to create dashboards for adhoc reports.

Business Analyst

Confidential, Vienna, VA

Responsibilities:

Contributed to the Delivery Channels team’s success in their electronic PDF forms database migration project.
Performed audit resolution on web content posted to eNet, Navy Federal’s intranet platform using Adobe Communique 5 (CQ5).
Provided insights into eNet’s search functionality for web content linking to forms by conducting root cause analysis on metadata.
Tested requirements and improved usability of 430 forms used by front-end eNet Navy Federal employees and members.
Received excellent performance reviews and ensured that e-forms and links were accessible and functioning properly on eNet.

Confidential, Dulles, VA

Customer Care Intern

Responsibilities:

Provided customer support for FedConnect web portal, facilitating contract acquisition management.
Handled phone calls and incoming support tickets from federal contracting officers and FedConnect vendors each week.
Designed and ran SQL queries to retrieve customer and solicitation information for both new and existing contract opportunities.