Finance Analyst with 5 years of progressive work experience in finance, payroll and accounting roles. Solid planning, budgeting and forecasting talents and knowledge of reporting to maintain records and prepare financial and accounting analysis.
Overview
12
12
years of professional experience
Work History
Senior Finance Supervisor
Home Watch Caregivers
01.2023 - Current
Check payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Train new and existing staff members in various financial procedures to prepare for financial reportings and payroll.
Create organizational reporting including compliance to improve accounting and finance functions.
Complete revenue and cost settlement reports to submit to NYSDOH to generate service bill rates.
Review reportings completed by staff and identified financial discrepancies where applicable.
Monitor budget and revenue trends, compiling reports for company leadership to inform decision-making.
Generate and complete quarterly reports to NYSDOH to determine if an issuer meets quantity and quality requirements/thresholds.
Analyze business processes to identify cost savings and operational efficiencies.
Prepare cash flow projections, cost analysis and monthly, quarterly and annual reports.
Establish internal audit procedures to validate and improve accuracy of financial reporting.
Finance Analyst
Homewatch CareGivers
03.2021 - 01.2023
Improved financial operations with careful, in-depth analysis and proactive recommendations for improvement.
Researched and calculated impact of operational changes to budget, financial data and financial systems.
Researched payroll errors and processed payments for federal and state taxes, social security, medicare, and various employee deductions, annuity contributions, and retirement plan withholdings.
Resolved payroll discrepancies quickly and successfully.
Collaborated with human resources, accounting and other departments to confirm payroll accuracy.
Managed payroll data entry and processing for 1000+ employees to comply with predetermined company guidelines.
Collaborated with finance team to complete detailed analyses of short- and long-term strategic forecasts to assist with resource planning and capitalization needs.
Business Analyst (Contract)
First Insurance Company of Hawaii
10.2020 - 03.2021
Responsible for gap analysis between existing styles of legacy forms and new Guidewire features.
Interacted with Guidewire Team to provide requirements for out-of-box forms.
Implemented and maintained Property and Casualty (e.g., bug-fix, data integration, version release) systems of assigned customers.
Developed and maintained data warehouses and data marts to support business operations.
Generated ad-hoc reports to evaluate specific business requirements.
Designed and developed data pipelines to acquire, clean and process data.
Analyzed data to identify root causes of problems and recommended corrective actions.
Collaborated with stakeholders to identify business needs and data sources.
Identified patterns and trends in large data sets and provided actionable insights.
District Manager
Verizon Inc.
08.2018 - 11.2020
Coordinated effort by establishing procurement, production, marketing, field, and technical services policies and practices with corporate staff.
Increased profit margins by effectively controlling budget while overheading and optimizing product turns.
Directed and coordinated activities of businesses or departments concerned with pricing, sales, or distribution of products.
Ensured delivery of exceptional operational marketing and sales standards throughout stores in assigned area.
Developed team of managers who achieved corporate financial, budgetary, and sales goals and improved customer service.
Reviewed staff work for accuracy to ensure company format policies are followed and recommend revisions.
Established a system to track and report all district expenses and performance to company metrics.
Supervised various locations, enforcing high-quality standards of operation.
Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
Managed revenue models, process flows, operations support and customer engagement strategies.
Data Analyst (Internship)
Citi Bank
02.2013 - 12.2015
Completed monthly reconciliation analysis to assist with monthly and quarter financial close.
Communicated with cross functional teams, including State, for resolution.
Collected data from all resources and resolved discrepancies while ensuring compliance is met with state regulations.
Established and maintained a record of accounts to create a history of financial transactions for future reference.
Understood business requirements and develop a plan to execute internal/external projects on time and within budget constraints.
Provided support to project managers with standard implementation and operational tasks.
Provided recommendations for process and product roadmap enhancements and feature requests.
Used statistical methods to analyze data and generate useful business reports.
Implemented business intelligence solutions to increase operational efficiency.
Education
Master of Business Administration (MBA) -
University of Potomac
Washington, DC
10.2018
Bachelor of Commerce - undefined
Manav Bharti University
Himachal Pradesh, India
06.2012
Languages
Hindi
Punjabi
Timeline
Senior Finance Supervisor
Home Watch Caregivers
01.2023 - Current
Finance Analyst
Homewatch CareGivers
03.2021 - 01.2023
Business Analyst (Contract)
First Insurance Company of Hawaii
10.2020 - 03.2021
District Manager
Verizon Inc.
08.2018 - 11.2020
Data Analyst (Internship)
Citi Bank
02.2013 - 12.2015
Master of Business Administration (MBA) -
University of Potomac
Bachelor of Commerce - undefined
Manav Bharti University
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