Melanie Edwards-Lee
Forney,TX
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Analyst (Contract)
National Healthcare Company
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.
- Analyzed customer surveys and feedback data to identify areas where improvements could be made.
- 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
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.
- Developed and maintained business process models to identify areas of improvement.
- Created and implemented strategies for streamlining processes across departments.
- Authored reports detailing progress, risks, issues, and recommendations related to projects.
Escalations Specialist, Compliance
Wells Fargo Advisors
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.
- 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
08.2016 - 08.2020
- 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 - Finance
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)
- Investment Analysis
- Variance Analysis
Certification
- FINRA Series 7
- FINRA Series 63
Timeline
Financial Analyst (Contract)
National Healthcare Company
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 - Finance
Lamar University
Bachelor of Science - Mathematics
University of South Alabama
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