Microsoft Excel Analyst (consultant) Resume
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SUMMARY OF QUALIFICATIONS:
- Experienced to provide support for various database applications.
- Computer Science Institute graduate, with proven training abilities.
- Outstanding motivation, presentation, and communication skills.
- Experienced in creating and maintaining procedural documents.
- Strong Background in of Reporting Tools.
- Knowledge of store and organize data.
- Proficiency in Quality Control methodologies, metrics and tools.
- Strong attention to details and excellent organization skills.
- Excellent communication skills with customer support services.
- Bilingual English/Russian with the ability to translate.
- Ability to prioritize and remain focused on the essence of an issue.
- Skilled at learning new concepts quickly while working well under pressure
PROFESSIONAL EXPERIENCE:
2007 - Present Confidential, New York, NY
Microsoft Excel Analyst (Consultant)
- Reviewing quarterly/monthly valuations for accuracy and the correct transaction type, effective dates and amounts were used in booking of cash flows via general partner notices.
- Assisting managers and colleagues in developing processing efficiencies by facilitating client access to run real-time reports.
- Maintaining portfolio company database with financial information extracted from the partnership financial statements.
- Creating ad hoc reports upon clients request using MS Excel.
- Collaborating with internal accounting, core operations, client service, and performance teams to generate monthly roll forward reports using Report Wizard to price client investments at month-end
- Reconciling daily cash activity with external asset managers and internal accounting systems to ensure accuracy using pivot tables.
- Aiding in development and delivery of boardroom quality scorecard information with monthly cash flows for clients.
- Providing and updating the requested information per asset class for the monthly AUM metrics.
- Participating in weekly conference calls with newly on boarded clients to confirm their needs are met with a consistently high level of precision and efficiency.
- Generating and analyzing quarterly/monthly alternative performance reports and quarterly portfolio company reports using Accounting and Report Wizard for clients.
- Validating report enhancement and completing test scripts.
- Preparing the Margin analysis for all the product lines based on the Price, Volume & Mix analysis and presenting it to the Finance VP on monthly bases.
2002 - 2007Confidential, New York, NY
Expert Excel Modeling
- Provided in depth cost analysis to operating teams so that product pricing process was current and aligned with the company strategies. Fixed gap in process which caused loss of profit whenever it was employed and stopped $25K recurring annual lost margin. Proactive approach to understanding company strategic direction in order to anticipate and process incoming network cost elements from suppliers. Establish, review, analyze contractual relationship with network providers to evaluate and enhance corporate margin strategy. Developed full carrier budget models for pricing analysis and RFP preparation, and compared them with contract for all terms and conditions and compliance with contracts. Performed detailed preparation of cost proposals for carriers to insure their accuracy with strategies and those they were complete, adding notes for full understanding by management. Managed implementation of cost assurance platform while maintaining ongoing goals and objectives, worked with vendor to replicate all existing characteristics. Teamed with management staff to capture requirements of assurance platform; elicited needs and desires from executive staff to develop Scorecard and Dashboard of monthly results. Reviewed all pricing and contract submissions to carriers and provided support up the chain to management for approval process. Monitored and kept trail of all iterations and versions of contract files for later review and to insure that all were complete and accurate. Worked with legal and marketing to insure SOPs were of maximum quality for process. Kept schedules to determine how much credits and revenue was captured or lost to carriers. Over the years, found in excess of $100K recurring revenues from billing errors. Utilized exceptional communication skills to analyze, explain and convey monthly results and advise CFO/CEO of variance conditions and impacts and recommendations to rectify.
1994 - 2002Confidential, New York, NY
Manager Operations and Financial Reporting
- Upgraded billing platform and invoice distribution process, cutting costs and eliminating time delays in rendering invoices to customers, thereby improving cash flows to TCG.
- Reviewed and approved all customer credit requests and passed along necessary approval cycle to CFO, with full explanation and detail supporting schedules.
- Handled all customer issues prior to formal care group at TCG, handling and resolving issues and removing blockage to customers remitting invoice payments.
- Completely re-engineered operating trouble ticket process, resulting in cost savings and less burden on operating tech support for engineering department
- Interfaced with all 55 Business Office Field Managers (and HQ BO Control) with their internal controls and their financial performance; coordinated all reimbursements and various other financial control issues with all field offices, coordinated meetings in order to maximize efficiencies and personnel.
- Worked with all departments to insure that financial expenditures both expense and capital, were in line with Plan strategies and management guidelines.
- Acted as point man for all departmental financial reviews.
SKILLS:
Microsoft Office (Word, Excel, Outlook, PowerPoint, Access), Windows, Mac OS X, Adobe Acrobat Pro, Share Point, Visio, Financial Platforms, Billing Platforms, Planning and Budgeting Expertise software. Windows 2000 Server, SQL Server and T-SQL. QuickBooks.
EDUCATION:
Bachelor of Science in Computer Science
