Overview
Work History
Skills
Timeline
Generic

Maximilian Wagner

Knightdale

Overview

7
7
years of professional experience

Work History

Principal Financial Planning & Business Analyst

Curated Events
Apex
12.2024 - 07.2025
  • Designed financial reporting systems to enhance data-driven decision making, and scalable reporting.
  • Led annual budgeting, quarterly forecasting, and variance analysis, delivering actionable insights to executive leadership.
  • Conducted comprehensive audit of data environment, normalizing disparate tables and establishing standardized naming conventions.
  • Implemented data quality controls and documentation to ensure accuracy and transparency.
  • Spearheaded reporting transformation initiatives, automating financial reports in Power BI, with Power Automate.
  • Reduced month-end close cycle by 30%, enabling real-time dashboards for stakeholders.
  • Collaborated with IT, Accounting, Marketing, and Business Units to translate business needs into technical specifications.
  • Instituted regular data quality reviews and stakeholder training sessions to promote data literacy.
  • Evaluated and supported a new internal business proposition. Strategic, data-driven guidance led to a $500k gross profit by the end of Q2, exceeding $200k projections.

Senior Data and Reporting Analyst

Mercalis
Raleigh
06.2022 - 12.2024
  • Utilized SQL and advanced querying techniques to access and manipulate large datasets, including clinical trial databases, electronic health records (EHRs), pharmaceutical/medical claims, and market research data repositories.
  • Established and independently managed a new subdivision, offering a new service to upsell existing and new clients. Developed predictive models using machine learning algorithms within Python to forecast business metrics and optimize decision-making processes for cost market analysis.
  • Served as the campaign lead analyst, responsible for implementing modeling and building database structures in MSSQL for efficient data storage and retrieval, integrating Python automated processing, and custom report creation for patient and business performance monitoring.
  • Collaborated in client-facing calls to understand business requirements, translated information into data-driven insights, and effectively communicated technical concepts to non-technical audiences, with actionable recommendations.
  • Prepared comprehensive reports and presentations to communicate analytical insights to stakeholders, including medical professionals, regulatory authorities, senior management, and client-facing meetings.
  • Conducted monthly team and company-wide learning sessions on topics including SQL query optimization, SQL coding challenges. Python programming, dashboard comprehension for project managers, and new hire training to ensure comprehensive onboarding, and skill development.
  • Supported sales by analyzing price points in a new subdivision, ensuring compliance with business rules for accumulator, maximizer patients, and walkaways.
  • Collaborated with business development teams to address inquiries on pharmaceutical/medical claims, enrollment data, claim rejections, redemptions, reversals, and coverage determinations.
  • Assisted marketing teams by analyzing campaign data across various channels (emails, phone calls, texts, and letters) to evaluate their effectiveness.
  • Aided finance teams by providing relevant financial data, including payment details, issued checks, and assisting in the creation of month-end dashboards for accounting teams and Finance VPs.

Operations and Financial Analyst

Prometheus Group
Raleigh
01.2022 - 06.2022
  • Performed exploratory data analysis to uncover trends and insights, supporting the company's growth initiatives.
  • Led reporting and financial forecasting for regional project teams to C-suite executives, generating actionable insights.

Staff Accountant and Financial Analyst

Tower Engineering Professional
Raleigh
01.2019 - 01.2022
  • Managed monthly financial closings and reconciliations for various accounts.
  • Assisted in annual audits by providing necessary documentation and reports.
  • Compiled and prepared journal entries to ensure accurate general ledger records.
  • Performed cost analysis on various projects and initiatives.
  • Prepared detailed financial statements to support management decision-making.

Skills

  • Power BI
  • SQL querying
  • Predictive modeling
  • Data visualization
  • Report automation
  • Python programming
  • ETL processes
  • Financial forecasting

Timeline

Principal Financial Planning & Business Analyst

Curated Events
12.2024 - 07.2025

Senior Data and Reporting Analyst

Mercalis
06.2022 - 12.2024

Operations and Financial Analyst

Prometheus Group
01.2022 - 06.2022

Staff Accountant and Financial Analyst

Tower Engineering Professional
01.2019 - 01.2022

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Maximilian Wagner