A finance professional working for the city of San Francisco. Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
® Created Monthly KPIs for three different programs, each containing the number of cases assign to staff
® Monitor and recorded inventory for clients and stored assets in a property room
® Created a contract for a third-party vendor, stayed within a $40,000 budget
® Transferred physical documents to digital and created a naming system by client’s name
® Created a fillable form and uploaded to our database, this form grabs client’s information and past it on the document.
® Decreased same day call back by 3% through attention to detail
® Increased solved cases by 5% through cross functional communication
® Delivered $50,000 worth of assets to Vanguard
® Used excel to increase application output by 26%
® Submitted an average of 52 new account applications per day