Melanie Edwards-Lee
Forney,TX
Summary
Resourceful Auditor with 4 years of comprehensive experience preparing and examining financial records. Well-versed in accounting and business financial administration. Tech-savvy critical thinker committed to quickly identifying and resolving issues. Organizes and maintains financial records and examines financial statements for compliance with laws and regulations. Analyzes financial statements to make better business decisions.
Overview
8
8
years of professional experience
1
1
Certification
Work History
IT Audit Analyst (Contract)
Inspyr Solutions
Dallas, TX
12.2023 - Current
- Assessed internal controls, identified deficiencies, and recommended corrective actions.
- Analyzed large data sets using Excel, SQL, and data visualization tools to identify trends, anomalies, and areas for improvement.
- Collaborated with cross-functional teams including Compliance, Finance, and Operations to address audit findings and implement corrective actions.
- Monitored transactions for errors and over-payments to produce real-time reporting.
- Produced detailed audit reports, summaries, and presentations for management review and decision-making.
- Managed completion of planned audits, reviewed records and procedures for accuracy to accomplish objectives and appraised policies and plans under audit review.
- Achieved a 98% accuracy rate in identifying billing errors resulting in over $500,000 saved annually.
Compliance Analyst
Hodges Capital
Dallas, TX
05.2023 - 12.2024
- Reviewed and monitored compliance with applicable laws, regulations, and policies to ensure compliance with regulatory requirements.
- Analyzed potential areas of risk and developed strategies to mitigate such risks.
- Conducted research on laws, regulations, and industry trends related to the organization's operations.
- Complied financial data to summarize and analyze via presentations and Excel models resulting in a 32% improvement in reporting.
- Monitored the fund and equity investments including inflows, outflows, and risk ratings.
- Developed a risk management framework that safeguarded company assets worth $15M+.
- Developed training materials for personnel regarding compliance standards and procedures.
- Investigated any suspected violations of the organization's compliance policies.
- Identified discrepancies in financial data and recommended corrective actions to resolve them.
- Performed quantitative analysis of historical data to identify patterns or anomalies in the data set.
- Analyzed complex financial information to offer recommendations to management, driving decision-making.
Escalations Specialist, Compliance
Wells Fargo Advisors
Irving, TX
04.2021 - 04.2023
- Provided detailed information on customer escalations, including root cause analysis and resolution details.
- Performed research and data analysis to identify trends in customer escalations.
- Reviewed process documentation for accuracy and completeness of escalation procedures.
- Analyzed past customer escalations to develop strategies for preventing future occurrences resulting in a 15% decrease in customer complaints.
- Assisted in creating standard operating procedures for handling customer complaints and escalations.
- Drafted correspondence for 25+ customers weekly regarding their escalated cases, as well as internal communications about those cases.
- Ensured compliance with relevant regulations pertaining to customer complaints and escalations.
- Worked closely with other departments such as IT, sales, marketing, finance, when necessary during an escalation investigation.
Math Instructor
Grand Prairie ISD
Grand Prairie, TX
08.2016 - 08.2020
- Fostered an understanding of mathematical concepts by using real world examples.
- Monitored and drove student's instruction with data analysis every 9 weeks resulting in consistent proficiency growth in the 95th percentile for the district.
- Implemented data-driven instruction methods to track student progress and make informed decisions about instructional strategies.
- Analyzed student performance data to identify areas for improvement and develop targeted instructional strategies.
Education
MBA - Business Analytics
Lamar University
Beaumont, TX03-2023
Bachelor of Science - Mathematics
University of South Alabama
Mobile, AL05-2016
Skills
- SQL
- Analyzing Financial Statements
- Internal Control Policies
- Risk Management
- Regulatory Compliance
- Financial Management
- Data Analysis And Research
- Quality Adherence
- Python
- Microsoft Office (Excel, PowerPoint, Access)
Certification
- Series 7
- Series 63
Timeline
IT Audit Analyst (Contract)
Inspyr Solutions
12.2023 - Current
Compliance Analyst
Hodges Capital
05.2023 - 12.2024
Escalations Specialist, Compliance
Wells Fargo Advisors
04.2021 - 04.2023
Math Instructor
Grand Prairie ISD
08.2016 - 08.2020
MBA - Business Analytics
Lamar University
Bachelor of Science - Mathematics
University of South Alabama
- Series 7
- Series 63
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