Jocelyne Polio
Simi Valley,CA
Summary
Enterprising Financial/Business Intelligence 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
7
7
years of professional experience
Work History
Project Accountant
Chris Nelson & Associates
01.2022 - Current
- Provide project managers & clients with timely financial reports & budgets, as well as project forecasts
- Updating contracts according to client requirements reporting associated budget amendments
- Issuing 50 plus invoices & purchase orders, as well as paying consultant, subcontractor, vendor, and supplier bills.
- Initiated comprehensive account assessments to check viability, stability, and profitability of business operations.
- Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
Financial/Business Analyst Supervisor
Informa Business Intelligence
11.2017 - 02.2021
- Create reports, dashboards, and other visualizations on data associated with customers, business processes, market economics
- Generated reports, maintaining dimensional as well as relational data structures and managing operational data store and data warehouse.
- Prepared functional and technical documentation data for warehousing.
- Established and checked coding procedures, monitored reports and updated internal files.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Used relevant BI technology to generate reports and recommended courses of action to upper management.
Personal Banker
JP Morgan Chase Bank
04.2016 - 09.2017
- Ensured branch processes were compliant in accordance with policy and procedures to prevent bank losses.
- Cross-sold bank products and services to meet customer needs and provide options.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Associate Client Manager
State Farm
04.2015 - 04.2016
- Demonstrated products to show potential customers benefits and advantages and encourage purchases.
- Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
- Scheduled and attended meetings with clients and prospective clients as requested.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Drove sales by developing multi-million dollar contract sales.
Education
Bachelor of Arts - Finance
University of Arizona
Tucson, AZAssociate of Science - Business Administration
Moorpark Community College
Moorpark, CAAssociate of Science - Social And Behavioral Analysis
Moorpark Community College
Moorpark, CASkills
- Familiar with Word, Excel, PowerPoint, SQL, Oracle, IBM, KPI, QuickBooks
- Ad-Hoc Analysis
- Project Leadership
- Analytical ability
- Consolidated Financial Statement
- Financial and Operational Reporting
- GAAP
- Project Maintenance
- Data Trending
- Account Reconciliation
- Business Development Assistance
- Presentation Development
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Project Accountant
Chris Nelson & Associates
01.2022 - Current
Financial/Business Analyst Supervisor
Informa Business Intelligence
11.2017 - 02.2021
Personal Banker
JP Morgan Chase Bank
04.2016 - 09.2017
Associate Client Manager
State Farm
04.2015 - 04.2016
Bachelor of Arts - Finance
University of Arizona
Associate of Science - Business Administration
Moorpark Community College
Associate of Science - Social And Behavioral Analysis
Moorpark Community College
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