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Financial Analyst Resume

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SUMMARY

  • Expertise in designing, analyzing, and interpreting complex business reports as well as improving existing processes to meet customer needs.
  • Adept at communicating with managers and stakeholders to understand reporting needs, identifying gaps, and developing solutions that transform raw data into meaningful business insights. Build databases to consolidate information from multiple sources and produce regular and ad - hoc reports. Contribute to overall reporting enhancements to support data-driven decision making at all levels by implementing automation and creating user-generated reports. Accomplished team leader with experience managing up to 100 direct and indirect reports to efficiently deliver high-quality, accurate results.
  • KPI & Metrics Reporting / Database & Report Design / Business Analytics / Data Importing & Conversion
  • Team Leadership & Supervision / Report Automation / Process Improvement / Performance Improvements

TECHNICAL SKILLS

Software & Tools: Business Objects, Microsoft Access, Microsoft Excel, Microsoft PowerPoint, VBA, SQL, Tableau, Desktop Intelligence, WEBI, Crystal Reports, Salesforce CRM, ServiceNow, Oracle, Siebel CRM, Avaya CentreVu CMS, Fiserv, Micros, Macro Express, Oracle Application Express, LIMS-EV

PROFESSIONAL EXPERIENCE

Confidential

Financial Analyst

Responsibilities:

  • Analyze financial results, profitability and standard costs, monitor variances, and recommend appropriate action/adjustments to management. Perform continuous process automation and improvement where needed. Prepare routine and ad-hoc financial reports and analysis and presents findings to management.
  • IB Logistics-418th Supply Chain Management Squadron, Data Sciences and Analysis Flight (DSAF)

Data Analyst

Confidential

Responsibilities:

  • Developed an Access Database tool to expedite the Requirements Projections on the Web (RPOW) process for the Strategic Alternative Sourcing Program Office (SASPO). This tool saved them approximately one week's time in developing the different reports to disseminate to vendors desiring to bid on available contracts.
  • Developed an additional Access Database tool to expedite the Source Approval Request (SAR) Savings for SASPO that lead to them saving them approximately two weeks' time in working and disseminating the results to upper command. The tool also found missing savings from previous reporting periods that amounted to around $6M total.
  • Performed cross training and process documentation with the Operations Analyst in the EPOF to be the backup and eventual acting primary on their daily, monthly and ad hoc responsibilities due to the technical requirements of the position.
  • Upon transferring to be the acting Operations Analyst in the EPOF, I was responsible for running the daily and monthly Asset Availability databases/reports as well the monthly Mission Capability, Backorder, Awaiting Parts and Cannibalization databases/reports in support of the 948th Supply Chain Management Group. While in this role, I continued to provide ad hoc support to the 948th and assisted in many of the day-to-day operations of the DSAF.
  • Completed an entire database rebuild for the Trendline file for the quarterly Supplier Relationship Management (SRM) process that dramatically reduced space by utilizing already existing resources. Built in an additional backend process to automatically generate the output file that reduced production time by half.

Confidential

Business Data Analyst

Responsibilities:

  • Liaise between Oracle team and end-users to understand ongoing POS system issues and convey resolution or work-arounds.
  • Collaborate with business staff to recommend technical solutions to increase productivity and improve processes.

Confidential

Fleet Acquisitions Business Analyst

Responsibilities:5

  • Automated processes and eliminated errors for new vehicle ordering and priority code changes in the COBOL based Fleet Ordering System (FOS) by writing VBA scripts in Excel.
  • Streamlined order processing and improved employee experience by building an Access database for Service Vehicle Ordering.
  • Developed Access database for Like Kind Exchange (LKE) process to comply with dealer contracts and meet auditor requirements.

Confidential, Norman, OK

Business Analyst

Responsibilities:

  • Optimized, automated, and corrected existing Access database and Excel reports using VBA to ensure accuracy and efficiency while providing management with more time to review information prior to client presentations.
  • Stepped in as operations manager during absences of senior operations manager overseeing a team of 60; directly contributed in increase in service levels, staff attendance, and overall morale.
  • Improved reporting accuracy and clarity led to increased productivity, decreased turnover, and higher Net Promoter Scores.
  • Used Business Objects to build numerous reports to monitor floor status, decreasing automatic update time from two hours to 30 minutes.

Confidential

Reporting & Staffing Analyst

Responsibilities:

  • Defined all new reporting standards based on existing goals and metrics to provide management with information to monitor staff performance and productivity resulting in increased quality and accuracy, reduced call time and volume, decreased costs, and improved customer service.
  • Saved hundreds of personnel hours per month by eliminating manual work and implementing automation solutions for existing daily and monthly processes and reports.
  • Regularly served as floor supervisor and monitored performance, productivity, and workflow of 75-member team.

Confidential

Investor Reporting Analyst

Responsibilities:

  • Responsible for 80% of the daily, weekly, monthly and ad hoc reporting requirements that were provided by the MIS/Reporting team.
  • Spearheaded development of FDCPA testing database to enable the training manager to quickly access employee results, perform analytics and provide reports to upper management.
  • Tested and verified new upgrade platform for Business Objects against existing platform while converting ~2K reports from COBOL-fed universe to Fiserv-fed universe; created new tables, objects, calculated fields, and variables to meet new requirements in collaboration with BO IT team.

Intelligence Analyst

Confidential

Responsibilities:

  • Created and delivered daily PowerPoint presentations to Generals, Staff Officers and Staff Non-Commissioned Officers of the 1st MEF.
  • Served as the Chief Intelligence Analyst during Operation Desert Thunder and Exercise Native Fury in the State of Kuwait giving daily briefings on the Area of Operation and any existing Terrorist Activity to my Commanding Officers and Major General Charles Bolden (ret.), resulting in a Certificate of Commendation.
  • Upon the re-establishment of 1st Intelligence Battalion, 1st MEF, I was assigned as the Company Administration and Training Non-Commissioned Officer (NCO) of the Production and Analysis Company. In this new assignment, I acquired the necessary office hardware, software and network requirements that were needed to perform as an effective operation.
  • In addition to setting up the Company office, I was responsible for the accountability, administrative and training requirements of the approximately 100 Marines in the Company and reporting this information to the Battalion as needed.
  • Held a TS/SCI security clearance.
  • Honorably discharged.

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