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Financial Analyst Resume

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Westlake, TX

PROFILE

Experienced Data Analyst, noted for the ability to proactively identify problematic trends and communicate effectively with decision makers to bring about necessary efficiencies in processes affecting the bottom line. Analytically minded individual with strengths in using tools related to reporting, data mining, and presentation. Interested in exploring opportunities commensurate with my skill set.

EDUCATION

B.S. Technical Management, Minor in HR Management, Summa Cum Laude – 02/06 TECHNICAL/NON-TECHNICAL SKILLS

Certified Microsoft Office Specialist – 12/06. Advanced proficiency with Excel, Access, Word, & PowerPoint. Experienced with SQL, MS Visio, MS Project, Lotus Notes, Cognos v.7 & 8, Impromptu, and PowerPlay.

Extensive experience in data mining utilizing SQL and MS Access. Strengths in data, process and statistical analysis, process documentation, and automation of processes. Experienced in accounting, human resources, and business management. Skilled in written and oral communication.

RELEVANT EXPERIENCE

Confidential, Westlake, TX 2002 – Present

Financial Analyst (2006 – Present)
Analyze business processes/operations/reports and recommend changes to increase efficiency and/or effectiveness. Produce ad-hoc reports based upon customer requirements. Produce standard operational measurement reports daily, weekly or monthly, and advise management of trends. Identify exceptions to expected monthly results and make recommendations for correction. Extensive use of Microsoft Excel, Microsoft Access and SQL in data mining, analyzing, interpreting and reporting. Coach and mentor junior analyst. Assisted in the development of reporting tools for Key Performance Indicators. Routinely conduct validation testing of SQL code used in reporting tasks.

  • Identified system issues preventing units from proceeding through the disposal process, resulting in an increase of 15% of units properly processed.
  • Conducted training and coaching of new reporting tools via conference call to remote managers. This training resulted in the ability to create and manage their own monthly reports, thus decreasing the workload of the reporting team, and increasing visibility of data in the field.
  • Participated in the process of identifying Key Performance Indicators and development of reporting tools which resulted in an 80% decrease in the number of monthly standard reports.

Confidential Title Vault Team Leader (2005 – 2006)
Responsible for efficient processing of title document flow through Title Vault, managing the processing of an average of 100,000 titles per month. Analyze and modify workflow processes as needed to increase efficiency. Supervise, evaluate, coach and mentor a team ranging from 8 to 14 employees. Conduct monthly performance reviews. Interview and select temporary employees as needed. Maintain statistical data on all processes.

  • Led a team designated by management, to identify issues and make recommendations based upon the Great Places to Work Survey. Presented solutions to management staff using PowerPoint.
  • Led diverse, multi-functional teams in the fulfillment of corporate productivity, quality and bottom-line objectives.
  • Implemented processes to ensure efficient pulling of titles for requests split into six hourly increments. Resulted in increased efficiency in pulling and processing the titles into and out of the vault.
  • Implemented a process for ensuring the first titles in were the first processed into the vault library. Resulted in increased efficiency in processing the titles into the vault.

Confidential Title Release Team Leader (2004 – 2005)
Supervise, evaluate, coach and mentor a team ranging from 5 to 8 employees. Conduct monthly performance reviews. Interview and select temporary employees as needed. Analyze and modify workflow processes as needed to increase efficiency. Maintain statistical data on all processes. Answer questions relating to processes required by the various state DMV offices.

Confidential, Title Clerk (2002 – 2004)
Began as a temporary through Cornerstone Staffing, then hired full time by Daimler Chrysler after 3 months. Provided title services to the company including title perfection, title release and submitting titles to the various state departments of motor vehicles for title corrections, state to state transfers, and transfers of equity. Communicated regularly with customers, dealers and state DMV offices on title issues. Investigated potential fraud title releases.

  • Evaluated current processes and developed standard letters for use by all title clerks in the department that resulted in uniform language in the correspondence, making process more efficient and decreasing errors in correspondence.
  • Identified an issue with the status codes used by the Electronic Titles provider for Florida electronic titles. Initiated efforts with the provider to get the issue corrected which resulted in fewer errors and more efficient processing of title requests. Served as Subject Matter Expert for Electronic Titles.
  • Initiated and developed training materials and conducted training to other title clerks in the electronic title process and system. Trained new clerks on processing paper and electronic titles as they were assigned to the team.

Confidential Keller, TX 1999 - 2002 
Office Manager/Financial Manager
Supervised office operations including accounting, records management and office support, for this residential and commercial construction and remodeling company. Provided customer service via telephone or in person at job sites.
Assisted in estimate preparation with direction from construction experts. Prepared financial reports, managed payroll, and completed tax reporting.

Confidential Fort Worth, TX 1995 - 1999 
Computer Specialist
Primary contact for computer network, hardware and software support to an organization of 100+ employees. Researched vendors and pricing for hardware and software. Ordered, setup and tested new workstations and peripherals. Installed and maintained hardware and software on network and individual workstations. Provided training as needed. Assisted in development of proprietary software.

  • Initiated a process to test proprietary software developed by on-site programmers prior to deployment. Resulted in fewer instances of modifications to correct software behavior or errors.

ConfidentialDisaster Assistance Division, Fort Worth, TX 1992 - 1994
Computer Specialist – Grade 11 (1993 – 1994)
Assisted users with local network issues. Monitored and assisted with data transmissions from remote offices. Responsible for the daily backup and storage of network server files. Provided hardware and software support for a special project for a major disaster response effort.

Confidential Grade 5 (1992 – 1993)
Complete various loan documents using a typewriter to send to disaster assistance loan applicants.

  • Evaluated loan document preparation process and initiated the development of an automated user system solution based in MS Word. Results included increased efficiency for preparing and processing of loan documents, sleek professional look, a significant decrease in errors, and financial efficiencies gained related to the number of personnel needed to do the job and time required to process each loan package.

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