Accomplished accounting professional with 15 years of experience in financial management, reporting, and compliance. Expertise in overseeing complex financial processes, including accounts payable/receivable, budgeting, and audit preparation, with a proven track record of ensuring accuracy and efficiency in financial operations. Transitioned into data analysis with 6 years of experience leveraging advanced skills in SQL, Excel, and Tableau to drive data-driven decision-making, uncover business insights, and streamline financial operations. Adept at integrating accounting expertise with analytical capabilities to optimize financial performance and deliver actionable insights. Seeking to contribute to a dynamic team as a Data Analyst, where a strong foundation in finance combined with data analysis skills can drive impactful business outcomes.
Overview
23
23
years of professional experience
Work History
DATA analyst
US BANK
03.2019 - 10.2024
Company Overview: US Bank Mortgage offers a wide variety of lending Products to Homeowners such as fixed and adjustable-rate mortgages (ARM), VA loans, FHA loans, SONYMA loans, along with HELOC and PMI
US Bank Mortgage Servicing had been facing challenges with their former mortgage Sub Servicer and it has resulted in loss of customers and significant revenue mainly deriving from mortgage interest
Hence, an executive decision was made to migrate to a new Sub Servicer
The MSP system used by US Bank is Black Knight’s Loan Sphere, it offers robust and scalable end-to-end loan support to help mortgage servicers manage all aspects of their operations from payment processing to escrow administration, client service, default management and more
Review and analyze automated data extraction results that using SSIS ETL tool
Monitor underlying market and economic factors driving investment P&L, identify and resolve issues, and escalate to senior management when necessary
Supported month-end close reconciliations and processes while streamlining and automating workpapers, resulting in a reduction of the overall closing timeline by 30%
Conduct analysis and forecasting of liquidity resources and requirements under various scenarios to inform decision-making
Lead ad hoc projects, collaborating with Treasury, Financial Control Group, Accounting Policy, and other teams to achieve project goals
Developed Python project that using Anaconda and NumPy for data quality assurance and validation
Implemented data cleaning procedures, including outlier detection, data type conversions, and consistency checks
Conduct image-culling by meticulously sorting through extensive product photography folders to identify and select the best photos for retouching
Utilize Adobe Lightroom to edit selected photos, applying exposure adjustments, color correction, spot retouching, cropping, and other necessary adjustments to ensure adherence By Bonnie Jewelry’s photography standards
Demonstrate excellent file management skills by exporting, renaming, and tagging photos on Dropbox, ensuring consistent organization and alignment with By Bonnie Jewelry’s photography standards
Work autonomously to complete assigned projects, effectively managing time and resources to meet deadlines
Generated ad-hoc SQL queries using joins, database connections and transformation rules to fetch data from PC Data warehouse
Retrieve data from the data warehouse and use the data to create insightful reports and analyses
Worked on user defined stored procedure PL/SQL Developer for data conversion from flat files to database
Written various SQL queries for the data analysis and reporting purposes with the help of analytical and aggregate functions and correlated sub queries
Provided support of ad-hoc JIRA requests and special projects as assigned directly or through Agile
Interacted with the stakeholders to get a better understanding of client business processes and gather business requirements
US Bank Mortgage offers a wide variety of lending Products to Homeowners such as fixed and adjustable-rate mortgages (ARM), VA loans, FHA loans, SONYMA loans, along with HELOC and PMI
US Bank Mortgage Servicing had been facing challenges with their former mortgage Sub Servicer and it has resulted in loss of customers and significant revenue mainly deriving from mortgage interest
Hence, an executive decision was made to migrate to a new Sub Servicer
The MSP system used by US Bank is Black Knight’s Loan Sphere, it offers robust and scalable end-to-end loan support to help mortgage servicers manage all aspects of their operations from payment processing to escrow administration, client service, default management and more
Company Overview: Summit community Bank offers a wide variety of lending Products to Homeowners such as fixed and adjustable-rate mortgages (ARM), VA loans, FHA loans
SC Bank Mortgage Servicing had been facing challenges with their former mortgage Sub Servicer and it has resulted in loss of customers and significant revenue mainly deriving from mortgage interest
The project was a data ware housing project, which included the warehousing of data from different data sources into the target data warehouse
Worked extensively in Data Migration and data conversion from legacy to Oracle platform, documented Data Mapping and data profiling requirements, data transformation requirements for ETL and data integration
Developed Python project that using Anaconda and NumPy for data quality assurance and validation
Implemented data cleaning procedures, including outlier detection, data type conversions, and consistency checks
Generated ad-hoc SQL queries using Joins, database connections and transformation rules to fetch data from PC Data warehouse
Retrieve data from the data warehouse and use the data to create insightful reports and analyses
Worked on user defined stored procedure PL/SQL Developer for data conversion from flat files to database
Written various SQL queries for the data analysis and reporting purposes with the help of analytical and aggregate functions and correlated sub queries
Provided support of ad-hoc JIRA requests and special projects as assigned directly or through Agile
Interacted with the stakeholders to get a better understanding of client business processes and gather business requirements
Summit community Bank offers a wide variety of lending Products to Homeowners such as fixed and adjustable-rate mortgages (ARM), VA loans, FHA loans
SC Bank Mortgage Servicing had been facing challenges with their former mortgage Sub Servicer and it has resulted in loss of customers and significant revenue mainly deriving from mortgage interest
The project was a data ware housing project, which included the warehousing of data from different data sources into the target data warehouse
Company Overview: The Women's Federation of Mongolia is a prominent organization dedicated to advocating for women's rights, promoting gender equality, and enhancing the social, economic, and political status of women in Mongolia
Established in 1924, the federation has played a crucial role in empowering women through various initiatives, including education, healthcare, leadership development, and legal support
The organization works closely with government bodies, NGOs, and international organizations to address issues such as domestic violence, women's health, and economic empowerment
Through its efforts, the Women's Federation of Mongolia strives to create a more equitable society where women can fully participate in all aspects of life
Prepare and present financial statements, including balance sheets, income statements, and cash flow statements
Ensure accuracy and compliance with regulatory standards and internal policies
Assist in the preparation of budgets and financial forecasts
Maintain and reconcile the general ledger
Oversee month-end and year-end closing processes
Post journal entries and ensure accuracy of financial data
Manage the full cycle of accounts payable and accounts receivable
Process invoices, track expenses, and handle payment processing
Reconcile accounts and resolve discrepancies
Prepare and file tax returns, including corporate income tax, VAT, and payroll taxes
Ensure compliance with local, state, and federal tax regulations
Assist in tax planning and strategy
Assist with internal and external audits by providing necessary documentation and explanations
Implement and monitor internal controls to safeguard company assets
Review and suggest improvements to financial processes and systems
Oversee payroll processing and ensure compliance with payroll laws and regulations
Manage employee benefits, deductions, and reporting
Analyze financial data to identify trends, variances, and opportunities for cost savings
Prepare financial reports and summaries for management review
Assist in financial decision-making by providing insights and recommendations
Ensure adherence to financial regulations and standards
Identify financial risks and implement strategies to mitigate them
Stay updated on changes in financial laws and regulations
Monitor and manage the company’s cash flow to ensure adequate liquidity
Forecast cash requirements and optimize cash reserves
Work closely with other departments to gather financial data and support business operations
Communicate financial information to stakeholders, including management, investors, and auditors
Provide training and guidance to junior accounting staff
The Women's Federation of Mongolia is a prominent organization dedicated to advocating for women's rights, promoting gender equality, and enhancing the social, economic, and political status of women in Mongolia
Established in 1924, the federation has played a crucial role in empowering women through various initiatives, including education, healthcare, leadership development, and legal support
The organization works closely with government bodies, NGOs, and international organizations to address issues such as domestic violence, women's health, and economic empowerment
Through its efforts, the Women's Federation of Mongolia strives to create a more equitable society where women can fully participate in all aspects of life