Ambitious, detail-oriented individual, versed in balancing priorities and meeting deadlines under pressure. Adapts quickly to challenges and changing environments.
Overview
18
18
years of professional experience
Work History
Senior Business Analyst
Metrolagoons
09.2023 - Current
Provided valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.
Enabled informed decision-making by presenting key findings from complex data sets in clear, concise formats for senior leadership team members.
Trained new analysts on corporate policies and procedures and implemented mentoring program, reducing onboarding time.
Reviewed statistical information to determine financial trends for use in investment planning.
Senior Financial Systems Analyst
Holiday Inn Club Vacations
01.2019 - 09.2023
Create and maintain databases used to calculate incentive payments across the company
Develops and maintains complex Excel calculations to determine compensation
Create and maintaining moderate to extensive programs primarily using Visual Basic, SQL, and MS Access
Administer the collaboration between the Financial Services team, the IT team, and other business units with respect to financial database and ERP functionality monitoring
Creates financial tools to assist business leaders in making economic and business decisions to improve the operational and financial effectiveness of the company using the combination of Power BI & Tableau Reporting
Develop accurate reporting including but not limited to actual vs
Budget and period over period comparisons
Assist in the development and improvement (including documentation) of internal controls and procedures related to financial reporting and new projects as needed
Financial Analyst III
Trinet Group Inc
08.2013 - 01.2019
Company Overview: Healthcare Analytics
Assist in the quarterly renewal process for client re-price services
Reconciliation and validation of all clients' healthcare data and overall book of business
Develop dashboard visualizations for all healthcare claims (KPI, Utilization, Churn & Trend Analysis) using SAS & Tableau Analytics Applications
Forecast and budget all clients' related Medical & Rx claims and monitor their performances
Coordinating and managing clients' healthcare data and their populations using Salesforce (CRM)
Build and manage big healthcare databases using SQL Database Management Studio
Interpret or translate all Ad-Hoc healthcare data using data mining and SQL SSRS to perform the drilldown process to address any issues
Healthcare Analytics
Project Analyst
UPS Supply Chain
02.2013 - 08.2013
Defined clear targets and objectives and communicated them to other team members using Microsoft Project Management
Perform linear regression analysis on the supply chain for demand forecasting purposes
Interpret the supply chain data and build live feeds into Tableau visualizations
Establish connection to the supply chain management system using SharePoint programming
Implementation of SharePoint-based workflows (VBA) as well as development of business intelligence dashboards
Investment Analyst
Pacific Investments
08.2012 - 02.2013
Report economic trend findings in weekly research publications & distributed to the investment team
Monitor and analyze all real time financial market level data using the Bloomberg banking platform
Select investments based on stock performance, financial ratios and financial reports, using Excel's Linear and Regression analysis modeling
Conduct due diligence on all potential investment deals; conduct risk tolerance analysis, review the market size and examine any trends
Supply Chain Analyst
Staples - Distribution Center
09.2010 - 08.2012
Developed and enforced performance standards and measures for key areas of responsibility
Analyzed real-time customer histories to identify issues and anomalies before they caused serious impacts
Set minimum and maximum inventory levels based upon business history and need
Aligned office departments and increased inter-department communication and data sharing
Uncovered the most reliable and cost-effective shipping methods for the company to use by analyzing previous shipment data
Coordinated with systems partners to finalize designs and confirm requirements
Logistics Analyst
Coach, Inc - Distribution Center
02.2007 - 08.2010
Assist shipping and receiving, unloading and checking the merchandise daily
Translated business needs and priorities into actionable logistics strategies provided from Excel application's Regression analysis
Maintain inventory controls by collecting stock location orders, printing requests and physical cycle counting
Communicate with dispatchers regarding outgoing orders using Enterprise Resource Planning software
Sort and place merchandise on racks, shelves or totes according to organizational standards