Andrea Hilderbrand
Roseville,CA
Summary
Proven Business Analyst at Didymus Consulting LLC, adept in user acceptance testing and showcasing unparalleled attention to detail. Spearheaded process enhancements, improving project efficiency significantly. Excelled in collaborative environments, leveraging test case scenarios to meet and exceed business objectives. Demonstrated exceptional analytical and interpersonal skills, driving successful outcomes across diverse teams.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Business Analyst
Didymus Consulting LLC
04.2024 - Current
- Assisted in data analysis and interpretation to support business decision-making processes.
- Enhanced project efficiency by identifying process improvements and implementing necessary changes.
- Collaborated with cross-functional teams to gather, analyze, and document business requirements.
- Participated in Agile Scrum meetings to stay updated on project developments and provide input on task prioritization.
- Supported the development of user stories, ensuring alignment with overall project goals and objectives.
Cash Handler
Scott Paris Enterprises
01.2024 - Current
- Maintained strict adherence to cash handling policies, resulting in minimized losses and increased accountability.
- Supported accounting department by preparing detailed reports outlining daily cash receipts, deposits, and adjustments as needed.
- Organized storage of excess currency securely in designated safes or vaults according to company guidelines.
- Prepared bank deposit slips accurately and efficiently for submission to financial institutions on a daily basis.
- Developed strong relationships with colleagues through open communication channels that fostered teamwork and collaboration in resolving issues related to cash handling procedures.
- Contributed to improved business operations by identifying recurring errors in cash handling practices and suggesting corrective actions accordingly.
- Minimized cashier shortages through routine monitoring of transaction logs coupled with cross-verification checks against physical inventory counts.
- Learned duties for various positions and provided backup at key times.
- Used POS system to enter orders, process payments and issue receipts.
- Assisted with auditing cash drawers and safe deposits, ensuring accuracy and compliance with company standards.
- Enhanced cash handling efficiency by implementing a streamlined process for counting and sorting currency.
Tax Expert
Intuit
01.2021 - Current
- Helped customers complete their taxes using Intuit TurboTax products by providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries
- Worked directly with customers to and apply defined practices, procedures, and company policies to offer tax advice and resolve customer inquiries
- Utilized government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language
- Used state of the art video communication software to interact with customers
- Documentation of customer interactions to maintain accurate records
Certified Financial Planner
St. Clair Financial
05.2001 - 01.2021
- Managed filing system, entered data and completed other clerical tasks.
- Participated in professional development opportunities to stay current with best practices in finance administration.
- Served as a reliable point of contact for colleagues seeking assistance or clarification on finance-related matters.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Completed forms, reports, logs and records to quickly handle all documentation for human resources.
- Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
- Liaised between clients and vendors and maintained effective lines of communication.
- Ensured compliance with internal controls through regular monitoring of finance-related activities.
- Maintained organized filing systems for easy access to important financial documents and records.
- Supported month-end closing procedures, ensuring timely and accurate financial reports.
- Improved financial reporting accuracy by meticulously reviewing and analyzing financial statements.
Education
Bachelor of Science - Business Finance
California State University - Sacramento
Sacramento, CA01.2012
Financial Planning
California State University - Sacramento
Sacramento, CA05.2016
Skills
- Professional
- Ability to problem-solve
- Possess an attention to Detail
- Proficient in tax planning & preparation
- Office Administration, Client Support, Calendar Management, AP/AR Reconciliation
- Database Administration, Data Entry, Record Keeping & Management, Document conversion, Confidentiality and Data Protection, Correspondence Writing,
- Adherence to Federal & State regulatory requirements
- Knowledge of User Acceptance Testing
- Familiar with Agile Jira workflow
Certification
- CFP - Certified Financial Planner
- EA - Enrolled Agent
Timeline
Business Analyst
Didymus Consulting LLC
04.2024 - Current
Cash Handler
Scott Paris Enterprises
01.2024 - Current
Tax Expert
Intuit
01.2021 - Current
Certified Financial Planner
St. Clair Financial
05.2001 - 01.2021
Bachelor of Science - Business Finance
California State University - Sacramento
Financial Planning
California State University - Sacramento