Alex Valenzuela
Sussex,NJ
Summary
Highly analytical professional with extensive experience in data analysis, reporting, and financial oversight. Proven ability to extract insights from complex datasets, automate reporting processes, and improve data transparency. Expertise in Excel, SQL, and various financial systems, driving data-informed decision-making and process optimization.
Overview
30
30
years of professional experience
Work History
Internal Audit, Data Analyst and Reporting
Lakeland Bank
Oak Ridge, NJ
01.2018 - 03.2025
- Extracted and analyzed data from diverse, complex data structures, enabling
accurate downstream reporting.
- Engineered dashboards, reports, and visualizations using internal platforms and Microsoft Excel, delivering clear insights to leadership and stakeholders.
- Automated recurring reporting and data workflows with internal financial tools and Microsoft Excel, minimizing manual effort and improving efficiency.
- Assessed transaction data with Excel and CAAT techniques on the Bank's internal platforms, performed trend analysis using Excel reporting, and delivered reports, augmenting audit efficiency
Lead Business/Reporting Analyst
TRI-K Industries Inc.
Denville, NJ
04.2012 - 05.2017
- Monitored business intelligence using Mintel and Innovadex, generating weekly dashboards that highlighted market trends for senior leadership.
- Evaluated sales, margin, expenses, and budget-vs-actual variance using SQL and Excel, producing variance reports that guided cost-saving decisions.
- Delivered Microsoft Excel training to all employees, covering advanced functions and data analysis techniques, which enhanced spreadsheet efficiency across the company.
Microsoft Excel Tutor
Freelance Consulting
Belleville, NJ
05.2008 - 10.2011
- Facilitated Microsoft Excel tutoring for beginners, intermediate, and advanced users utilizing data-driven examples.
- Developed tailored lesson plans based on individual learning styles to enhance comprehension
Senior Accountant
Marsh & McLennan
Hoboken, NJ
02.2008 - 05.2008
- Provided account analyses of balance-sheet items and delivered ongoing financial support —including monthly accruals, journal entries, and variance analyses—using Excel and Access, ensuring timely financial information for
business units.
- Executed reconciliation of bank statements, inter-company accounts, and balance-sheet accounts using Excel, which identified and corrected discrepancies, maintaining accurate financial records.
Senior Reporting Analyst
PricewaterhouseCoopers
Little Falls, NJ
03.2000 - 12.2007
- Conceptualized and implemented statistical data models utilized across client databases to effectively manage Contractual Service Agreements, resulting in a 30% increase in productivity.
- Developed, standardized, and executed a desktop Excel automation tool using Six Sigma methodology for client reporting, improving quality by 40% and reducing production time from seven to three business days while enhancing the reporting package for engagement teams.
International Controller for the Caribbean & Latin America
AT&T
Morristown, NJ
05.1998 - 03.2000
- Developed and generated monthly profit and loss statements for all AT&T product groups using Excel and Crystal Reports, providing accurate financial data for executive decision-making.
- Served as the primary U.S. accounting liaison for Caribbean and Latin American countries, overseeing monthly transmission of country results to the U.S. and performed general-ledger verification using Microsoft Excel, ensuring data integrity and completeness for consolidated reporting.
CFO/Project Manager
AT&T Network Systems
Santiago, Chile
04.1995 - 02.1998
- Led a cross-functional team to design new project-management processes for customs clearance, local invoicing and document maintenance in Chile, applying data-governance standards and reporting tools; the changes increased on-time deliveries, lowered costs, and improved customer satisfaction.
- Managed the tracking and completion of post-sale project milestones such as shipping, invoicing, revenue recognition, and dispute resolution; collaborated with project teams in Miami and Atlanta to coordinate overseas shipments and resolve invoicing issues, which shortened delivery cycles and increased on time revenue recognition.
Education
Microsoft Excel Specialist -
Microsoft Office
Bloomfield, NJ11-2010
Finance, Contract and Project Management
AT&T / Lucent Technologies
Coral Gables, FL07-1995
Skills
- Microsoft Office Specialist (Excel) and data analysis
- Business intelligence and dashboard development
- Performance tracking and budget forecasting
- Process automation
- Effective communication and problem solving
- Attention to detail
- Project management
- Internal audit processes and planning
- Quality auditing techniques
- Audit committee involvement
Languages
Bilingual, Spanish
Military Service
US Navy, Seattle, WA, Navigator and Pilot of USS Pokagon (naval vessel)
Timeline
Internal Audit, Data Analyst and Reporting
Lakeland Bank
01.2018 - 03.2025
Lead Business/Reporting Analyst
TRI-K Industries Inc.
04.2012 - 05.2017
Microsoft Excel Tutor
Freelance Consulting
05.2008 - 10.2011
Senior Accountant
Marsh & McLennan
02.2008 - 05.2008
Senior Reporting Analyst
PricewaterhouseCoopers
03.2000 - 12.2007
International Controller for the Caribbean & Latin America
AT&T
05.1998 - 03.2000
CFO/Project Manager
AT&T Network Systems
04.1995 - 02.1998
Microsoft Excel Specialist -
Microsoft Office
Finance, Contract and Project Management
AT&T / Lucent Technologies