Brandon Ocheltree
Gainesville
Summary
Developed strong analytical and problem-solving skills in fast-paced financial environment, with focus on data-driven decision-making. Gained expertise in financial modeling and reporting, along with deep understanding of market trends. Seeking to transition into new field where these transferable skills can drive impactful results.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Analyst
University Of Florida, College Of Medicine
05.2022 - Current
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
- Performed complex financial and budget analyses to determine requirements and justify requested funding.
- Used relevant financial technology to generate reports and recommended courses of action to upper management.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Determined pricing, margins and risk factors for active and proposed projects.
- Reviewed and analyzed project spending throughout project life cycle.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Managed a multitude of funds through various departments
Patient Financial Counselor
UF Health Shands Hospital
04.2021 - 05.2022
- Verified patient insurance eligibility and entered patient information into system.
- Processed payments using cash and credit cards, maintaining accurate records of transactions.
- Provided excellent customer service to patients and medical staff.
- Engaged with patients to provide critical information.
- Facilitated communication between patients and various departments and staff.
- Organized patient records and database to facilitate information storage and retrieval.
- Applied administrative knowledge and courtesy to explain procedures and services to patients.
- Compiled and maintained patient medical records to keep information complete and up-to-date.
Lead Sales Associate
Vitamin Shoppe
01.2021 - 04.2021
- Handled cash register operations and customer transactions to process payments.
- Trained, coached, and mentored new sales associates for maximum performance.
- Answered customer questions about products and services, helped locate merchandise, and promoted key items.
- Processed and stocked merchandise in accordance with store standards.
- Maintained store visual standards by setting up window and interior displays to merchandising guidelines.
- Provided exceptional customer service to foster client loyalty and satisfaction.
- Performed inventory control procedures to manage stock.
- Developed and maintained knowledge of current sales and promotions.
- Kept detailed track of sales and customer information in company system.
- Assisted in development of monthly sales goals to motivate team and drive business objectives.
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
- Built relationships with customers and community to promote long term business growth.
Education
Bachelor of Arts - Business Administration And Management
Flagler College
Saint Augustine, FL12.2020
Skills
- Advanced Financial Analysis
- Strong Organization
- Microsoft Excel
- Expense and Revenue Analysis
- Financial Management
- Oracle PeopleSoft
- Microsoft Outlook
- Data Inputting
- Microsoft Office
- Financial Statements Expertise
- Financial statement analysis
- Financial management
- Financial and operational reporting
- Account reconciliation
Education
Saint Augustine, FL
Contact
Gainesville, FL 32608
Certification
UF Pro Series 3 Fiscal Management
Timeline
Financial Analyst
University Of Florida, College Of Medicine
05.2022 - Current
Patient Financial Counselor
UF Health Shands Hospital
04.2021 - 05.2022
Lead Sales Associate
Vitamin Shoppe
01.2021 - 04.2021
Bachelor of Arts - Business Administration And Management
Flagler College
UF Pro Series 3 Fiscal Management
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