Management Analyst professional equipped with strong analytical and problem-solving skills, ready to drive organizational efficiency. Proven track record in strategic planning, data analysis, and process improvement. Known for fostering team collaboration and adaptability to changing needs, ensuring reliable and impactful outcomes. Highly skilled in stakeholder engagement, project management, and performance metrics.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
31
31
years of professional experience
Work History
Management Analyst
City of Mountain House
05.2021 - Current
Improved operational efficiency by streamlining processes and implementing best practices in management analysis.
Developed comprehensive reports, providing valuable insights into business performance and aiding in strategic planning efforts.
Maintained compliance with industry regulations by staying up-to-date on relevant laws and ensuring accurate record-keeping practices were followed consistently.
Collaborated with cross-functional teams to identify opportunities for process improvement and increased productivity.
Streamlined communication channels between departments by implementing efficient reporting structures that facilitated collaboration among teams.
Evaluated existing systems and processes, identifying inefficiencies and recommending modifications for optimal performance.
Spearheaded the implementation of innovative tools and technologies designed to improve workflow efficiency throughout the organization.
Managed complex projects from inception through execution while maintaining strict adherence to budgetary constraints and timelines.
Evaluated current processes to develop improvement plans.
Enhanced team productivity by implementing agile management practices, adapting quickly to changing priorities.
Enhanced client satisfaction, developing and implementing tailored solutions based on specific needs assessments.
Streamlined report generation processes, developing templates that reduced preparation time.
Conducted performance evaluations to identify areas for improvement, setting actionable goals for team members.
Improved organizational agility, leading initiatives to adopt more flexible working arrangements.
Compiled research data and gave professional presentations highlighting finds and recommended optimizations.
Assisted in change management initiatives, ensuring a smooth transition during organizational restructuring efforts.
Supported senior management with strategic planning initiatives through detailed financial analysis and insightful recommendations.
Performed ad-hoc analyses as needed to support organizational objectives while continually seeking ways to refine methodologies used.
Facilitated communication between finance departments and other areas of the organization to ensure smooth information exchange and collaboration on key projects.
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Collaborated with cross-functional teams to achieve project goals, fostering a culture of teamwork and communication.
Verified and submitted timekeeping information for accurate and efficient payroll processing.
Assisted in the development of compelling narratives for grant proposals, effectively conveying the organization''s mission and impact.
Assisting in crafting persuasive letters of inquiry that generated interest from potential funders.
Supported internal knowledge-sharing initiatives, enabling colleagues to learn from one another and strengthen their skills as a Team.
Established a strong organizational culture by promoting teamwork, communication, and shared goals.
Senior Financial Services Coordinator
Superior Court Of California County Of Contra Costa
05.2019 - 04.2021
Entered invoices requiring payment and disbursed amounts via check, electronic transfer or bank draft
Verified vendor accounts by reconciling monthly statements and related transactions
Applied proper codes to invoices, files and receipts to keep records organized and easily searchable
Kept vendor files accurate and up-to-date to expedite payment processing
Generated accounts payable reports for management review to aid in financial and business decision making
Reconciled account information and reported figures in general ledger by comparing to bank account statement each month
Compile budget figures by reviewing past budgets, evaluating estimated income and assessing expense
Reported financial data and updated financial records in ledgers and journals
Trained and mentored new team members and managers on accounts payable systems and policies to build cohesive groups and promote operational performance
Improved accounts payable processes and achieved remarkable reduction in late fees
Applied mathematical abilities on daily basis to calculate and check figures in all areas of accounting systems
Verified accuracy of accounts payable payments, resulting in 99% reduction in payment errors and check reissues
Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers
Input financial data and produced reports using SAP Software
Compiled and sorted documents, such as invoices and checks and substantiated business transactions.
Market Center Administrator
Keller Williams Realty
06.2015 - 01.2019
Performed complex accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations. Reconciled all company accounts, including credit cards, employee expenses and commissions. Monitored the status of accounts receivable and payable to facilitate efficient processing. Provided timely actuals, forecast and budget data for corporate management. Created periodic reports comparing budgeted costs to actual costs. Assisted management with the finalization of the annual expense plans. Created presentation formats for monthly/quarterly reviews of expense charge-outs. Maintained integrity of general ledger, including the chart of accounts
Improved the efficiency of daily operations through better strategic and tactical planning, improved quality control standards, enhance marketing and stronger systems management. Identified and targeted areas in need of improvement through close monitoring and tracking of daily operations. Increased customer satisfaction and grew business by maintaining close relationships with customers
Coordinated the implementation of people-related services and policies. Recruited talented, diverse and qualified candidates for employment. Reviewed and screened applicant resumes to identify qualified candidates. Interviewed candidates and conducted background checks and verification. Managed employees to promote performance and team operational achievement
Responded to customer requests, offering excellent support and tailored recommendations to address needs. Enhanced internal and external customer satisfaction ratings by researching, troubleshooting and resolving escalated issues efficiently. Increased customer retention by developing and offering unique options while driving interest in productivity
Improved office operations by automating client correspondence, record tracking and data communications.
Business Operations and Accounting Manager
Fusion Research Technologies LLC
05.2013 - 06.2015
Managed all areas of accounting, including accounts payable and receivable, general ledger management, banking reconciliations and monthly balance sheet statements.Compiled monthly journal entries into general ledger system. Prepared financial statements, business activity reports, annual budgets and other records.Reconciled accounts and resolved both internal variances and discrepancies in external documentation
Oversaw day-to-day business operations on sales floor by fostering deep professional relationships with wholesale contacts and customers. Recruited, hired, mentored and trained staff on business procedures, policies, duties and customer care methods.Listened to staff and customer issues and conflicts to deliver solutions, propel customer experiences
Delivered exceptional customer service by maintaining extensive knowledge of products and services and creating a welcoming environment. Resourcefully responded to customer requests for products, services and information
Business Manager
Oztechs LLC
03.2012 - 05.2013
Managing accounting with complete responsibility of accounts payable and receivable. Full cycle accounting/bookkeeping using Quickbooks. Accurate reconciliation for bank accounts and credit card account in timely manner. Accurate Handling of Monthly SLA Invoices, routine work order Invoices and other technical services related invoices. Quarterly and Annual filing of Sales tax returns and E-Waste returns with State Board of Equalization. Processing employee expenses and reimbursing payments in timely sequence
Processing Bi-Monthly Payroll with Paychex. Conducting New Hire process which includes paper work and administrating Pre employment aptitude and technical test. Conducting effective general office duties and administrative tasks
Efficient and Courteous telephone support to all management and employee levels Maintaining up-to-date confidential client files as both physical and electronic
Accounts and Office Administrative Associate
Medical Software Inc.
11.2007 - 01.2012
Managing accounts department with complete responsibility of accounts payable and receivable
Effectively handling new client contracts and executing them in timely manner. Creating extensively detailed Customized reports using QuickBooks for sales and other financial details Accurate reconciliation for bank accounts and credit card account in timely manner. Processing employee expenses and reimbursing payments in timely sequence
Conducting effective general office duties and administrative tasks. Preparing and updating monthly confidential sales and commission's spreadsheet. Efficient and Courteous telephone support to all management and employee levels Booking travel arrangements for both employee and management. Maintaining up-to-date confidential client files as both physical and electronic
Drafted professional memos, letters and marketing copy to support business objectives and growth.
Managed accounts payable and receivable to gain better sense of overall financial stability and liquidity.
Identified and recommended changes to existing processes to improve accuracy, efficiency and quality service.
Accounts Administrative Assistant
Coldwell Banker Real Estate LLC.
05.2007 - 12.2007
Efficient and courteous reception and front desk duties which includes handling multi-line phone system, forwarding phone calls to appropriate person, effectively interacting with prospect and current customers, co-workers and colleagues
Handled Real Estate Escrow procedures including Listings, Sales and Closings of the properties. Successfully processed the advertising of Property listing in selective newspaper
Accurately used computer based program for data entry, accounts and closing procedure. Efficiently and accurately used MS Word for different forms of professional and causal letters from the brokerage and corporate brokerage. Extensively used MS outlook for interdepartmental mails and communication. Used Mail merge function for mailing letters to new prospective agents
Organized logistics and materials for each meeting, arranged spaces and took detailed notes for later dissemination to key stakeholders.
Liaised between clients and vendors and maintained effective lines of communication.
Managed filing system, entered data and completed other clerical tasks.
Medical Laboratory Assistant
North York General Hospital
04.2000 - 11.2005
Performed effective front desk duties providing excellent customer service by answering phone calls, booking timely appointments, forwarding phone calls to appropriate department and answering questions pertaining laboratory services while maintaining high confidentiality and privacy of the patient
Extensively used established laboratory computer program for entering accurate patient's data, appropriate results and for printing accurate result sheet for further mailing process. Practiced ethical use of set protocol for the releasing confidential patient test results
Worked in Cytogenetics laboratory of the Genetics Department performing accurate specimen setup, culture and harvest according to laboratory set protocols
Maintained confidentiality of all patient information to conform to HIPAA, internal and other regulatory standards.
Medical Laboratory Assistant
Med Health Laboratories Ltd.
11.1993 - 04.2000
Performed various medical office duties including answering phone calls, booking timely appointments, booking surgeries and special testing, booking timely appointments for special need patients giving proper preparatory instructions, making files and filling documents and results, preparing referral letters for special testing using Microsoft Word
Worked as a Phlebotomist in several doctor's offices as well as laboratory locations performing phlebotomy and EKG's. Handled specimen processing department by meeting up with optimal specimen preservation requirement and processing for several lab departments
Extensively worked in billing department managing OHIP billings with appropriate coding and health care information and collecting the missing information from patients as well as doctor's offices
Maintained strict aseptic fields when collecting biological samples, minimizing staff and patient infection risks.
Collect blood and tissue samples with focus on accuracy and adherence to aseptic techniques.
Set up, maintained and verified sterility of lab equipment and tools.
Education
Masters in Public Administration - Political Science And Public Management
Arkansas State University
Jonesboro, AR
03-2027
Certified Quick Books User - Accounting
Intuitive
California
2015
Associate of Science - Post Graduate Diploma Certification In Medical Laboratory Technician
Ontario Society Of Medical Technologist
Toronto ,Ont. Canada
1994
Associate of Science - Post Graduate Diploma In Medical Laboratory Technology
M.P.Shah Cancer Research Institute
Ahmedabad,Gujarat,India
1993
Bachelor of Science - Biochemistry
Gujarat University
Ahmedabad, Gujarat
1992
Skills
Immaculately Organized
Strong interpersonal skills
Problem-solving
Meticulous attention to detail
Staff management
System development
Adherence to high customer service standards
Client relationship management
Policy analysis
Business process improvement
Adaptability and flexibility
Teamwork and collaboration
Accomplishments
Increased team efficiency through continuous process improvements
Brought in Lost $ by reviewing delinquent accounts and contacting customers
Reduced costs per month through the elimination of wasted materials and labor hours
Customer Service Consistently received positive feedback from associates developing long-term relationships. Earned highest marks for customer satisfaction, company-wide
Used Microsoft Suite to develop inventory tracking spreadsheets.
Supervised team of several staff members.
Timeline
Management Analyst
City of Mountain House
05.2021 - Current
Senior Financial Services Coordinator
Superior Court Of California County Of Contra Costa
05.2019 - 04.2021
Market Center Administrator
Keller Williams Realty
06.2015 - 01.2019
Business Operations and Accounting Manager
Fusion Research Technologies LLC
05.2013 - 06.2015
Business Manager
Oztechs LLC
03.2012 - 05.2013
Accounts and Office Administrative Associate
Medical Software Inc.
11.2007 - 01.2012
Accounts Administrative Assistant
Coldwell Banker Real Estate LLC.
05.2007 - 12.2007
Medical Laboratory Assistant
North York General Hospital
04.2000 - 11.2005
Medical Laboratory Assistant
Med Health Laboratories Ltd.
11.1993 - 04.2000
Certified Quick Books User - Accounting
Intuitive
Associate of Science - Post Graduate Diploma Certification In Medical Laboratory Technician
Ontario Society Of Medical Technologist
Associate of Science - Post Graduate Diploma In Medical Laboratory Technology
M.P.Shah Cancer Research Institute
Bachelor of Science - Biochemistry
Gujarat University
Masters in Public Administration - Political Science And Public Management