Julie Suarez-Villamil
Miami,FL
Summary
Accomplished Finance Senior Client Analyst with a proven track record at Strada Global, Alight Solutions, enhancing data analysis processes and team performance. Expert in driving financial forecast accuracy and project profitability, blending data analysis expertise with exceptional team leadership qualities and quality control. Achieved significant improvements in client satisfaction and operational efficiency, demonstrating a strong ability to multitask and solve problems effectively.
Overview
19
19
years of professional experience
Work History
Finance Senior Client Analyst
Strada Global, Alight Solutions
2024.07 - Current
- Streamlined data analysis processes for increased efficiency, enabling quicker turnaround times for client requests.
- Evaluated team performance metrics regularly to identify opportunities for improvement, implementing targeted interventions to drive ongoing growth and development.
- Conduct regular performance reviews of the Project Coordinator Team, assessing the effectiveness of their current strategies and identifying areas for potential improvement.
- Set goals, processes and quality control mechanisms to ensure our strategies produced the desired financial outcome for Leadership and our clients.
- Drive increased forecast accuracy, both revenue and gross margin, including our ability to report on specific risks and opportunities.
- Support the Project Manager Team to improve Project Profitability through review of Project Margin and Financial Monthly Review.
Finance Senior Client Analyst
Alight Solutions, AON Hewitt
2020.07 - 2024.06
- Streamlined data analysis processes for increased efficiency, enabling quicker turnaround times for client requests.
- Evaluated team performance metrics regularly to identify opportunities for improvement, implementing targeted interventions to drive ongoing growth and development.
- Conduct regular performance reviews of the Project Coordinator Team, assessing the effectiveness of their current strategies and identifying areas for potential improvement.
- Set goals, processes and quality control mechanisms to ensure our strategies produced the desired financial outcome as per Plan for Leadership and our clients.
- Drive increased forecast accuracy, both revenue and gross margin, including improving our ability to report on specific risks and opportunities.
- Support the Project Manager Team to improve Project Profitability through review of Project Margin and Financial Monthly Review.
Client Financial Analyst
Alight Solutions, AON Hewitt
2013.01 - 2020.07
- Supported senior management in developing long-term strategic plans by providing comprehensive financial reporting of our Backlog and Forecasting.
- Improved client satisfaction by providing timely and accurate invoices.
- Coordinated closely with the India Team to ensure seamless transfer of information between departments while minimizing errors or discrepancies in client-facing materials.
- Project and Contract reviews to ensure accuracy of setups so revenue could flow timely and correctly.
- Conducted variance analysis on monthly financial results, identifying trends and areas for improvement.
Junior Staff Accountant
Royal Caribbean Cruise Line
2009.06 - 2012.11
- Completed monthly reconciliations of Cash Accounts for end of the month review.
- Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
- Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
- Worked on biweekly payroll runs.
- Processed Garnishment setups.
- Participated in special projects as needed, demonstrating adaptability and eagerness to contribute to the company''s overall success.
Bookkeeper
U.S. Grounds
2005.02 - 2009.05
- Maintained and processed invoices, deposits, and money logs.
- Managed accounts payable and receivable activities while maintaining vendor relationships.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Prepared monthly bank reconciliations to ensure accurate representation of company's financial position.
- Established QuickBooks accounting system to reflect accurate financial records.
Education
MBA - Business Administration
Nova Southeastern University
Davie, FL05.2015
Bachelor of Arts - Business Administration
Barry University
Miami, FL05.2001
Skills
- Team Leadership Qualities
- Decision-making capabilities
- Negotiation and Persuasion
- Data Analysis Expertise
- Project management abilities
- Teamwork and Collaboration
- Problem-Solving
- Time Management
- Attention to Detail
- Problem-solving abilities
- Multitasking Abilities
- Reliability
Timeline
Finance Senior Client Analyst
Strada Global, Alight Solutions
2024.07 - Current
Finance Senior Client Analyst
Alight Solutions, AON Hewitt
2020.07 - 2024.06
Client Financial Analyst
Alight Solutions, AON Hewitt
2013.01 - 2020.07
Junior Staff Accountant
Royal Caribbean Cruise Line
2009.06 - 2012.11
Bookkeeper
U.S. Grounds
2005.02 - 2009.05
MBA - Business Administration
Nova Southeastern University
Bachelor of Arts - Business Administration
Barry University
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