Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Analyst II
Cincinnati Children's Hospital Medical Center
03.2022 - Current
Improved operational efficiency, cultivated cost reduction and increased productivity
Collected data and developed detailed spreadsheets to identify trends, create revenue, profitability and expense forecasts
Developed forecasting tools to analyze revenue variance, business pipeline and industry trends
Led meetings with PI's to analyze spending and provide financial recommendations
Performed complex financial and budget analysis to determine budget requirements and justify requested funding from government and research organizations
Reviewed weekly and monthly budget performance reports, ensuring departments and agencies operated within allocated budgets and investigated excessive expenses and reporting discrepancies
Proved successful working within tight deadlines and fast-paced atmosphere.
Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
Reconciliations Analyst
Fifth Third Bank
06.2019 - 03.2022
Identified and resolved problems through root cause analysis and research to reconcile virtual accounts for commercial businesses
Updated operational methods, oversaw accounting procedures, tracked information and compiled data to improve efficiency
Gathered and analyzed large amounts of data to determine improvement projections
Established new reporting process for reconciling cases with vendors, improving operational efficiency from 53% to 70% completion rate in first week
Improved efficiency and effectiveness of performance and management of processes across departments
Developed and updated tracking spreadsheets using Excel
Verified quality of deliverables and conformance to specifications before submitting to clients
Fostered relationships with vendors to promote positive working relationships
Transportation Specialist
Gap Inc
06.2017 - 05.2019
Maintained communication with Providers and monitored delayed shipments to determine if deadlines would be met for on-time deliveries to markets
Created daily and weekly detailed reports of summarized missed in-store data and sent to appropriate business partners
Tracked and monitored all inbound and outbound freight, covering global areas of 5 countries
Accurately updated cases and ensured coding and all available information were correctly inputted into tickets
Proved successful working within tight deadlines and fast-paced atmosphere with 98% completion rate.
Operations Assistant
Citibank
06.2016 - 06.2017
Coached staff of 6-10 credit analysts on daily performance and conducted evaluations to constructively address concerns and achieve success
Contributed to development of operational procedures to improve efficiency and accuracy.
Supported new employee training and onboarding, providing documentation and training materials on operational processes and procedures.
Assisted operations manager with planning of routine operations and special projects.
Prepared and proofread reports detailing operations activities
Assisted various departments with change by communicating new improvement plans and expectations
Managed day-to-day department operations with effective workflow coordination.
Credit Analyst
Citibank
07.2014 - 06.2016
Calculated loan applicant debt ratios, income and terms, and payments to determine financial stability of applicants and ability to repay loan
Analyzed customer data such as financial statements to determine level of risk involved in extending credit
Performed credit reviews on corporations to assess financial conditions
Gathered loan documentation for underwriting
Resolved 95% of applicant queries within 1-week timeframe
Improved department efficiency by 15-20% by developing file management systems and spreadsheets to manage all aspects of loan review
Advanced Pediatric Radiologic Technologist at Cincinnati Children's Hospital Medical CenterAdvanced Pediatric Radiologic Technologist at Cincinnati Children's Hospital Medical Center
Emergency Medicine Clinical Research Coordinator at Cincinnati Children's Hospital Medical CenterEmergency Medicine Clinical Research Coordinator at Cincinnati Children's Hospital Medical Center
Registered Nurse, Ambulatory Care at Cincinnati Children's Hospital Medical CenterRegistered Nurse, Ambulatory Care at Cincinnati Children's Hospital Medical Center
Concierge Services Associate at Cincinnati Children's Hospital Medical CenterConcierge Services Associate at Cincinnati Children's Hospital Medical Center