Planview SME/Financial Analyst Resume

TECHNICAL SKILLS:

Computer & Technical Skills: ESRI, GIS - ArcGIS (ArcMap, ArcInfo, ArcView, ArcEditor, Spatial Data Analyst, Arc Publisher, ArcPy), QGIS, Grass GIS Data Organization / Project Management - MatLAB, SAS, Microsoft Excel, Microsoft Access, MySQL, SQL Server 2014, PostGIS, Azure SQL, MSDW, SAP reporting, MS Project, PlanView enterprise reporting, Leankit Programming - Python (3 years), Javascript (2 years), React.js (6 months), Leaflet.js (2 years), PHP, HTML/CSS (3 years)

PROFESSIONAL EXPERIENCE:

Confidential

Planview SME/Financial Analyst

Responsibilities:

Designated as departmental subject matter expert (SME) for Planview project management software. Assisted project managers with resource management, capital and expense forecasts, blackbook/greenbook accounting, etc.
Provided PPM reports to department PMO regarding capital forecasts and overspent projects. Worked with project managers to ensure that capital forecasts were received in a timely manner and aligned with yearly capital allocation for specific projects/portfolios.
Responsible for providing monthly department-wide capital forecast values collected from project managers, and distilling forecasts to management personnel for financial decision making and entry into Planview systems.
Used SAP, MSDW (Azure SQL) data warehouses and Peoplsoft for financial analysis of overspent projects, committed capital for specific projects, and department-wide of yearly financial goals.
Utilized Planview Leankit for determining capital savings on a project-by-project basis, recording millions of dollars in savings for 2020/2021. Responsible for contacting approvers for each line-item savings initiative, entry into Planview Leankit systems, and reporting via Power BI dashboards to Corning management teams.
Designated as department SME for the company-wide PowerBI dashboard for 3rd-party capital invoices, as well as Corning’s process for handling POs and invoices. Routinely worked with project managers to improve capital forecasting techniques from month to month using data provided by the 3rd-party capital invoice PowerBI dashboard.
Created and maintained a relational database for resource allocation and project management. Allowed project managers to place and request employee resources for specific project roles. Utilized MS Access for front-end, and Sharepoint list services as a database backend.
Created and maintained a database for recording equipment issues, used by project managers to identify project-specific equipment/repair needs. MS Access front-end and back-end.

Confidential

Data Analyst

Responsibilities:

Maintained Microsoft SQL server 2016 database of client medical expenses and insurance coverage.
Developed macros in Excel using VBA commands to determine medical expense balances for personal injury clients and how they changed over time.
Mapped locations of car accidents in the Jacksonville, NC and Wilmington, NC area using MapBox API and leaflet.js Javascript libraries.
Provided audio/video support for interview sessions with client healthcare providers.
Utilized ArcGIS and QGIS to develop toolkits for geolocating local automobile accident reports.

Confidential

Financial Analyst

Responsibilities:

Reviewed FATCA tax forms for foreign entities and tax compliance status. Analyzed accounts for foreign entities and recorded progress in terms of compliance for all Confidential clients; analysis was then presented to management on a weekly basis.
Supervised a team of employees in Pune, India. Advised teams on tax compliance laws, performed QAR of completed compliance forms, and assigned batches of tax forms for processing and validation.

Confidential

Data Analyst

Responsibilities:

Researched and produced data from deed cards and easement documents in county geodatabases. Analyzed surveys and GIS records for data entry into MLS systems.
Managed 3 different MLS residential listing systems for 15 agents at a time. Involved accessing multiple databases and near-constant quality assurance checks.
Measured and prepared samples of tree rings and tree-cores for dendrochronology and climatological research purposes.
Maintained a geodatabase (ArcGIS) for storage and analysis of tree-ring data.

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