Diana Liz Morel

Manager, Reporting and Analysis - 2021

Develop and maintain SG&A budget modeling tools to measure and report monthly expenditures to executive management.

Effectively collaborate with regional teams, ensuring assumption reasonability.

Enhance operational efficiencies related to fleet activity, utilization, inventory equipment age, weighted average contract terms, average daily income, as well as exposure. Recommend immediate action to correct performance.

Lead Team member who identifies, validates, and helps create reporting in Qlik Sense dashboard for business intelligence. Suggest improvements for KPI, financial, and operational performance for power users.

Create critical analyses and advanced Access queries/macros to identify issues and trends for the business portfolio, including utilization, renewal rate, exposure, rate/volume, and revenue by Top Customer and location.

Perform data mining utilizing multiple systems, while ensuring accurate reporting across departments.

Improve processes via database development for Billing, Accounting, FP&A, and YTD reporting. Development of a shadow database for month-end reporting stats.

Transition from Essbase cube specs to Qlik Sense for month-end fleet statistic reporting.

Manage companywide MS Access upgrade: in-depth testing and launch for 20+ critical databases.

Manage development of financial/operational reports, identifying key drivers for business results.

Revenue: $200M, actual versus budget and prior periods.

Fleet Composition: NBV of $2B - owned/managed fleet by lease type for bank reporting.

Customer Book: fleet stats for 175+ customers providing terms, age, exposure, NBV.

Trend Analysis/Flash/Dashboard: highlights driving factors of inventory, activity, deals.

Ad hoc reporting: Executives, Treasury, Contracts, Marketing, Legal, Tax, Credit, and Operations.

• Responsible for SG&A budget, forecasts, data integrity, key indicator analyses and reporting
• Develop and maintain SG&A budget modeling tools to measure and report monthly expenditures to management and VPs
• Enhance operational efficiencies related to fleet activity, utilization, inventory equipment age, weighted average contract terms, average daily income, as well as exposure.
• Recommend immediate action to correct performance
• Construct SG&A budget and forecast models, collaborating with regional teams, ensuring assumption reasonability
• Suggest improvements for KPI, financial and operational performance
• Identify, validate and create analytics dashboard for business intelligence reporting facility
• Team member of collaboration to develop tools for power users leveraging Qlik Sense
• Create critical analyses and advanced Access queries/macros to identify issues and trends for business portfolio including utilization, renewal rate, exposure, rate/volume and revenue by Top Customer and location
• Perform data mining utilizing multiple systems while ensuring accurate reporting across departments
• Improve processes via database development for Billing, Accounting, FP&A, and YTD reporting
• Development of shadow database for month end reporting stats
• Transition from Essbase cube specs to Qlik Sense for month end fleet statistic reporting
• Manage companywide MS Access upgrade: in depth testing and launch for 20+ critical databases

• Responsible for SG&A budget, forecasts, data integrity, key indicator analyses and reporting
• Develop and maintain SG&A budget modeling tools to measure and report monthly expenditures to management and VPs
• Enhance operational efficiencies related to fleet activity, Utilization, inventory equipment age, weighted average contract terms, Avg Daily income, as well as exposure
• Recommend immediate action to correct performance
• Construct SG&A budget and forecast models, collaborating with regional teams, ensuring assumption reasonability
• Suggest improvements for KPI, financial and operational performance
• Perform data mining utilizing multiple systems while ensuring accurate reporting across departments
• Development of shadow database for month end reporting stats

• Responsible for SG&A budget, forecasts, data integrity, key indicator analyses and reporting
• Develop and maintain SG&A budget modeling tools to measure and report monthly expenditures to management and VPs
• Prepare, analyze, and distribute managed investor reports on monthly basis
• Construct SG&A budget and forecast models, collaborating with regional teams, ensuring assumption reasonability
• Suggest improvements for KPI, financial and operational performance
• Perform data mining utilizing multiple systems while ensuring accurate reporting across departments
• Development of shadow database for month end reporting stats

• Responsible for SG&A budget, forecasts, data integrity, key indicator analyses and reporting
• Develop and maintain SG&A budget modeling tools to measure and report monthly expenditures to management and VPs
• Enhance operational efficiencies related to fleet activity, Utilization, inventory equipment age, weighted average contract terms, Avg Daily income, as well as exposure
• Recommend immediate action to correct performance
• Construct SG&A budget and forecast models, collaborating with regional teams, ensuring assumption reasonability
• Suggest improvements for KPI, financial and operational performance
• Perform data mining utilizing multiple systems while ensuring accurate reporting across departments
• Development of shadow database for month end reporting stats