DENNISHA FELTON
Homewood,AL
Summary
Dynamic Data Analyst and Financial Operations Specialist with expertise in turning complex business data into actionable insights and strategies. Experienced in optimizing operations, enhancing inventory control, and delivering financial analysis to support decision-making. Proficient in the full Software Development Life Cycle (SDLC), with a focus on Agile methodologies to drive project efficiency. Passionate about applying analytical and financial skills to create value and support business growth initiatives.
Overview
19
19
years of professional experience
Work History
OWNER / TAX AND NOTARY PROFESSIONAL
JRA Services and Supplies
08.2022 - Current
- Prepares and files accurate individual (1040) and business tax returns, including Schedule C filings for sole proprietors, ensuring full compliance with current federal and state tax regulations.
- Reviews comprehensive financial documents, including W-2s, 1099s, and income/expense ledgers, identifying eligible deductions, credits, and tax-saving opportunities.
- Assists clients with year-round tax planning strategies to minimize liabilities and provides professional notary services.
CATALOG ANALYST
Shipt
01.2022 - Current
- Maintained and optimized the product catalog, improving taxonomy and product metadata for millions of product numbers to enhance the overall customer experience.
- Analyzed sales and operational performance metrics using tools like SQL and Tableau to create data-driven reports and inform critical business decisions.
- Assisted in the discovery, establishment, and maintenance of retailer relationships, successfully launching new partners to expand the product catalog.
- Drove technical projects to completion under tight deadlines, collaborating closely with Data Engineering, Business Development, and other cross-functional teams.
- Created miscategorization rules, including one that identified 678 products incorrectly categorized in the product feed.
DATA ANALYSIS CONSULTANT
RXbenefits
09.2021 - 01.2022
- Executed a critical 4-month data analysis contract focused on process validation and business needs assessment to improve client reporting efficiency.
- Developed and presented data-driven insights to leadership, leading to the identification and resolution of data integrity issues within the client reporting system.
FINANCIAL CONSULTING & TAX PREPARATION (Freelance)
Self-Employed
07.2014 - 07.2022
- Prepared and filed accurate federal and state tax returns for individuals and small businesses, including Schedule C preparation, and maintained up-to-date knowledge of relevant tax laws.
- Analyzed client financial records, proactively identifying deductions and credits to minimize liabilities, and provided guidance throughout the filing process.
OPERATIONS MANAGER TRAINEE
Waffle House
11.2020 - 08.2021
- Financial Management: Managed profit and loss, controlled food costs, and utilized financial reports to ensure operational profitability.
- Staff Management & Operations: Recruited, trained, and mentored staff while managing payroll and schedules to ensure smooth daily service and adherence to all policies.
- Quality & Compliance: Ensured adherence to food safety regulations, maintained high standards for quality assurance, and managed inventory/ordering to establish effective food cost controls.
PERSONAL BANKER
Regions Bank
03.2019 - 10.2020
- Managed high-volume customer interaction, answering over 90+ calls daily while maintaining excellent customer satisfaction ratings.
- Successfully identified customer needs and provided consultative advice on a range of financial products, exceeding individual sales and contact center targets.
- Handled complex issue resolution and transaction processing (e.g., customer payments and account maintenance), taking ownership of issues until fully resolved.
- Conducted proactive outbound calls to engage with existing customers and prospects to expand relationships and acquire new business.
FINANCIAL AID ADVISOR
Collegiate Admission & Retention Solutions
10.2017 - 03.2019
- Determined eligibility for federal, state, and institutional aid, packaging and awarding financial aid while explaining award letters and loan repayment responsibilities.
- Counseled students and parents on financial aid options, federal regulations, and best practices for managing educational costs.
- Reviewed and adjudicated over 40 financial appeals, ensuring compliance with institutional and federal financial aid regulations.
CERTIFIED NURSING ASSISTANT (CNA)
Shelby Ridge, Chandler Health & Rehab & Private In-Home Care
08.2014 - 09.2017
- Provided high-quality direct patient care in facility and private settings, including addressing wounds, managing behavioral symptoms, and promoting personal hygiene.
- Offered specialized in-home care, focusing on personalized patient monitoring and adherence to prescribed health and nutrition plans.
HUMAN RESOURCES SPECIALIST (42A)
United States Army
07.2006 - 07.2014
- Supported strength management and readiness tracking by compiling, verifying, and analyzing personnel data across the 4th Infantry Division and 3-5 Air Defense Artillery.
- Processed critical personnel actions, including promotions, awards, leaves, and transfers, ensuring strict compliance with Army regulations and administrative policies.
- Prepared over 100 tax returns annually for military families as a Volunteer Tax Preparer.
Education
Master's in Business Administration (MBA) -
FAULKNER UNIVERSITY
12.2020
Bachelor of Business Administration (BBA) -
FAULKNER UNIVERSITY
08.2019
Skills
- Data & Technical: SQL, Tableau, Data Warehousing, Process Validation, Product Metadata/Taxonomy, SDLC (Agile), CRM Systems, Inventory Control
- Financial & Accounting: Business and Personal Tax Preparation (1040, Schedule C), Notary Services, Cost Analysis and Savings, Budgeting, Revenue Cycle Management
- Leadership & Strategy: Team Leadership, Project Management, Retailer Relations, Staff Management
- Operations management
Timeline
OWNER / TAX AND NOTARY PROFESSIONAL
JRA Services and Supplies
08.2022 - Current
CATALOG ANALYST
Shipt
01.2022 - Current
DATA ANALYSIS CONSULTANT
RXbenefits
09.2021 - 01.2022
OPERATIONS MANAGER TRAINEE
Waffle House
11.2020 - 08.2021
PERSONAL BANKER
Regions Bank
03.2019 - 10.2020
FINANCIAL AID ADVISOR
Collegiate Admission & Retention Solutions
10.2017 - 03.2019
CERTIFIED NURSING ASSISTANT (CNA)
Shelby Ridge, Chandler Health & Rehab & Private In-Home Care
08.2014 - 09.2017
FINANCIAL CONSULTING & TAX PREPARATION (Freelance)
Self-Employed
07.2014 - 07.2022
HUMAN RESOURCES SPECIALIST (42A)
United States Army
07.2006 - 07.2014
Master's in Business Administration (MBA) -
FAULKNER UNIVERSITY
Bachelor of Business Administration (BBA) -
FAULKNER UNIVERSITY