EXPERTISE AREA:

• Business Analysis/Business Intelligence: Business Use Case Development, Testing, Q&A, Deployment and Training within a Software Development Life Cycle (SDLC), BI: Data Mining and Report Development, Business Requirement Gathering
• Project /Process Management: Process Mapping (Fish Diagrams, Brainstorming), Standard Operating Procedure Documentation, Centralized Communication & Updates
• Revenue and Cost Modeling and Analysis: Cost & Revenue Driver Development, Trend Analysis and Reporting
• Financial Statement Preparation and Analysis: Variance Analysis & Reporting, Department Expense Reporting
• Business Planning and Forecasting: Yearly Budgeting (i.e. using cost & revenue drivers and historical trends), Rolling Forecast (i.e. 3 +9 Forecast)
• Fixed Asset Reconciliation, Tracking & Analysis: Depreciation Schedules, Pre - paid Expense Amortization, Construction in Process

TECHNICAL SKILLS:

Business Intelligence: Smart View, Essbase (Hyperion/Khalix), SQL SSRS

SharePoint: Site Design, Workflows, Lists, Logs, Forms, Surveys

SQL (Intermediate Level): SQL Server, PostgreSQL, SQL Navigator, Toad, PGAdmin, SQL Hints, All Queries and Joins (Intermediate - Advanced Level), Stored Procedures, SSIS Packages

MS Office Visual Basic: All office platforms

Excel: Advanced Level Reports, Pivot Tables, Customization (i.e. Custom UI Ribbons, Forms, Buttons), Excel Add-In Development, VB Macros

Access: Advanced Level User Interface (Front-End) Development, Reports, Forms

Other Office: Word, PowerPoint, Project, Visio

ERP & General Ledger: Oracle General Ledger and Financial Analytics, Microsoft Dynamics (Great Plains G/L, A/R, A/P), Salesforce,SAP

PROFESSIONAL EXPERIENCE:

Confidential

Business Reporting Analyst

Responsibilities:

• Using SQL, MS Access and Excel designed bonus calculation model which allowed “what-if” adjustment analysis (a feature the process did not previously possess)
• Extracted Salesforce data from data warehouse which provided ease to redesign several Excel reports

Confidential

Senior Financial Analyst

• Using Visual Basic designed and developed Excel Reporting & Analysis tool that imported data from multiple tables and stored procedures in SQL Server Database which reduced process time from 3 days to 4 hours for the client annual financial contract review process. This tool imported data from and wrote data to the underlying SQL Server tables. This tool also provided efficiency and consistency for the entire team.
• Using Visual Basic designed and developed Access front-end user interface to maintain mapping tables, run data imports and reporting for the client contract reviews
• Using SQL Server Stored Procedures and SSIS packages, implemented data consolidation process from over 7 source databases which was critical to the Excel tool used in the client contract reviews

Confidential

Business Analyst

• Two-week assignment: Built an Excel solution to aide with the 2016 budget submission and analysis for the Production, Planning and Logistics team

Confidential

Business Analyst

• Two-month assignment: Assisted with testing SAP system upgrade and implementation in the Corporate Controllers Group

Confidential

Business/Financial Analyst

• Designed, programmed and maintained the complete managerial reporting package which was used by all departments and Executive Management (used for Board of Directors reporting)
• Designed, programmed and maintained client profitability cost allocations and reporting (top directive from the Board of Directors) which is being utilized to target the top clients for contract price restructure and enhancements
• Prepared several adhoc data analysis from the request of Executive Management and Senior Sales & Marketing management. These analyses are often used in client meetings and negotiations.
• Was tapped to process improve and automate several of the General Accounting processes (extended focus on Accounts Payable). Those automations and improvements helped reduce the monthly close schedule from 10 to 5 days. They also helped eliminate several process redundancies.
• Prepared variance analysis to prior year and budget which provided insight to department operating expense trends and provided insight for targeted marketing opportunities.
• Served as the liaison between Finance & Accounting and IT with a focus on business requirements for financial reporting and accounting process changes and enhancements.

Confidential

Business/Finance Analyst- Supervisor

• Project manager for the re-write of International Costing and Reporting tool where SDLC tools were used to facilitate the design of the infrastructure/architecture. The re-design reduced processing time from a week to less than 3 hours.
• This system and end reporting provides insight and reporting capabilities that never existed to the Pricing, Marketing and Finance & Accounting teams.

Confidential

• Developed a reconciliation process for the costing system, which did not exist, to ensure accurate and timely results
• Prepared trend analysis that fed into the budgeting process which reduced the actual to budget variances for the next fiscal year
• Developed and trained on the monthly production process which streamlined the workflow and team members work load
• Promoted to Supervisor from Staff Level Analyst after 2 ½ years

Confidential

Senior Financial Analyst

• Implemented several internal controls and process improvements for the Lockbox Department which reduced errors by 75% and increased productivity by 15%
• Completed and maintained several complex reconciliations for the International Solutions products
• Led Account Reconciliation Project for system post-conversion initiative
• Successfully identified and cleared over 4,000 account reconciliation items that equated to over $3MM of cash outages
• Designed and implemented Access database tool for Account Reconciliations and Management Financial Reporting and Analysis

Confidential

Senior Financial Analyst

• Designed and implemented the Client Accounting Database which became the tool for measuring and analyzing the processes of Client Accounting; this process eliminated several manual processes.
• Designed and implemented the review and approval process for the Client Accounting Team, which became the focal point of the team
• Reconciled Earned Income successfully for a major client that had not been reconciled for over 3 years
• Reconciled Dealer Payables for 5 years for a major client which saved over $120M per year in write-offs (received service award)
• Helped design the Excel Visual Basic Code for Oracle JE Preparation & Review process for all of GE Card Services; then tailored the code for the Client Accounting team which reduced the number of journal entry errors
• Developed and implemented the reconciliation process for returned items; reconciled and cleared a 2 year outage of $2.5MM within 3 months
• Was the Accounting lead on the project team a $7 billion portfolio sale
• Trained & supervised of the international employees
• Received numerous awards for process improvements, project management and outstanding customer service