Overview
Summary
Certification
Education
Work History
Skills
Timeline
KYLE A. TOLER

KYLE A. TOLER

Charlotte,NC

Overview

10
10
years of professional experience
4
4
years of post-secondary education

Summary

Strategic and analytical professional 7 years of success in financial analysis and reporting. Talented in delivering advanced Excel and SQL reporting to plan, design, execute and evaluate report results. Highly adept in analyzing business needs using technical skills to provide data and information analysis to achieve continuous improvement. Proficient in advanced MS Excel formulas and functions to produce data-driven reports. Expert in creating reports writing SQL queries and analyzing SQL data.

Certification

  • Enterprise Architecture Foundations, AIG - June, 2023
  • CF-L1 - Certified CrossFit Instructor

Education

Bachelor of Science - Business Management and Leadership

Pfeiffer University, Misenheimer, NC
08.2010 - 05.2014
  • Deans list- Fall 2012, Spring 2013, Fall 2013, Spring 2014.
  • Member of Mens Soccer Team

Work History

Technical Analyst

AIG Insurance
Charlotte, NC
03.2023 - Current
  • Oversaw all of AIG's general insurance permit to build request globally.
  • Authored technical requirement documentation to suit business goals and technological limits.
  • Communicated project plans and progress to key stakeholders and project contributors.
  • Enforced alignment of project strategy with business objectives and made modifications to
    promote efficient project completion.
  • Gathered, organized and evaluated data to make accurate assessments of current operations.
  • Closely collaborated with project members to identify and quickly address problems.
  • Communicated directly with project stakeholders, providing timely updates on project
    advancement.

Electronic Invoicing Manager

Premier, Inc
05.2021 - 02.2023
  • Effectively supervised team performance by implementing measurable metrics to assess delivery of requirements.
  • Applied honed problem-solving skills to analyze and resolve issues impacting business operations and goal achievement.
  • Collaborated with stakeholders to define project objectives and criteria.
  • Monitored several projects such as, email server migrations, database migration, and numerous enhancement projects to improve customer’s experience.
  • Managed successful OCR team of 130+ employees.
  • Participated in software field testing to verify performance of developed projects.
  • Managed workload independently but collaborated with colleagues to complete larger scale tasks in distributed team environment.
  • Translated technical concepts and information into terms parties could easily comprehend.
  • Developed, implemented and optimized stored procedures and functions using T-SQL.

Sr. Business Analyst

Compass Group USA
01.2020 - 05.2021
  • Generated business intelligence reports to inform strategic decision-making.
  • Supported leadership team with reporting, analysis, and business presentations to inform divisional strategies.
  • Responsible for managing multiple projects and assignments by generating insights & analyzing information to help the organization better understand the past, envision the future, and steward our financial resources in the best way possible
  • Was required to assist in successful automation of reports and dashboards, develop and maintain key metrics and scorecards, communicate findings, and train others on how to leverage provided data across their hospitality business.
  • Maintained monthly financial summaries for our nations largest Hospitality Management Companies.
  • Delivered transparent presentations to high level executives.

Compliance Analyst

Compass Group USA
07.2017 - 01.2020
  • Utilized data analytics to identify and resolve supply chain issues and improve overall performance.
  • Devised strategies to streamline supply chain operations and reduce expenditures.
  • Forged relationships with multiple vendors and suppliers to improve cost-effective delivery options.
  • Verified orders by comparing names and quantity of items packaged with shipping documents.
  • Studied movement of goods to identify gaps in efficiency and other areas needing improvement.
  • Monitored inventory to maintain sufficient supply levels to meet business and customer needs.
  • Reported on supply chain KPIs to verify compliance with established standards.

Credit Analyst

Europa Sports Products Inc.
08.2016 - 07.2017
  • Process terms/credit applications with upmost integrity
  • Examined credit updates and evaluated for credit terms and credit limit increases.
  • Reviewed credit reports to comprehensively view borrowers' credit history and identify potential red flags.
  • Managed collection work and contacted customers to collect delinquent balances.
  • Negotiated re-payment plans by identifying causes of delinquent payments to assist in recovery of debt and meet realistic timeframes.
  • Reviewed collection reports to determine status of collections and amounts of outstanding balances.
  • Processed payments and contracts on accounts.

Credit Associate

Europa Sports Products Inc.
08.2015 - 08.2016
  • Provide support to credit and collections team
  • Educated customers about billing, payment processing and support policies and procedures.
  • Issued account statements, invoices, credit memo copies, transaction receipts and various account information to vendors
  • Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
  • Processed payments and applied to customer balances.
  • Applied filters to sales rep commission deduction orders
  • Established relationships with customers to encourage payment of delinquent accounts.

Fitness Consultant

Fitness Connection
05.2014 - 08.2015
  • Maintain daily production logs and acquire thorough understanding of facility software
  • Collaborated with clients to identify potential barriers to achieving fitness goals.
  • Used consultative sales approach to understand and meet customer needs.
  • Actively engaged clients upon entrance with pleasant greeting.
  • Pursued existing and potential customers by phone, email and text message to generate leads and close sales.
  • Utilize Excel spreadsheet for daily production results and consult with each guest on their fitness goals and provide the best solution for each prospect.

Guest Service Representative

Huntersville Family Fitness & Aquatics
05.2013 - 05.2014
  • Delivered new membership contracts to business office.
  • Maintained accurate and up-to-date records of guest information.
  • Processed guest check-ins and check-outs following procedures for fast turnover.
  • Responded to guest inquiries, complaints and special requests to increase customer satisfaction.
  • Provided a complete over view of membership rates, fees and current promotions.

Skills

  • Financial Reporting and Analysis
  • Cost Control and Reduction
  • Project Management
  • Change Impact Analysis
  • Forecasting and Planning
  • Process Optimization
  • Functional Improvements
  • Process Flow Diagram Creation
  • Data and Analytics
  • SQL
  • Technical Support and Assistance
  • Requirements Analysis

Timeline

Technical Analyst - AIG Insurance
03.2023 - Current
Electronic Invoicing Manager - Premier, Inc
05.2021 - 02.2023
Sr. Business Analyst - Compass Group USA
01.2020 - 05.2021
Compliance Analyst - Compass Group USA
07.2017 - 01.2020
Credit Analyst - Europa Sports Products Inc.
08.2016 - 07.2017
Credit Associate - Europa Sports Products Inc.
08.2015 - 08.2016
Fitness Consultant - Fitness Connection
05.2014 - 08.2015
Guest Service Representative - Huntersville Family Fitness & Aquatics
05.2013 - 05.2014
Pfeiffer University - Bachelor of Science, Business Management and Leadership
08.2010 - 05.2014
KYLE A. TOLER