Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Nisha George

Nisha George

Renton,WA

Summary

Data and financial analyst with cross-functional industry experience across business operations, accounting, customer service, insurance, and healthcare settings who is passionate about empowering people, businesses, and communities through practical, data-driven solutions. Skilled in Excel, with experience in Power BI, Tableau, SQL, report automation, dashboard development, and interpreting financial, operational, and healthcare data to support informed decision-making and organizational success.

Overview

1
1
Certification
13
13
years of professional experience

Work History

Financial Analyst

THIRA Health / Sero Mental Health
Bellevue, WA
10.2022 - 07.2026

Transitioned to Sero Mental Health following its acquisition of THIRA Health in October 2024; continued supporting THIRA operations.

  • Collaborated across Finance, Accounting, Billing, Clinical, Operations, and parent-company teams to define reporting needs, reconcile data, support systems integration, resolve process issues, and deliver financial and operational insights.
  • Collected, cleaned, reconciled, and analyzed financial, payroll, patient, census, and operational data across Sage Intacct, Ramp, ADP, QuickBooks, SAP Concur & Kipu systems, bank records, and internal reporting files.
  • Prepared THIRA's 2026 budget and division-level presentation dashboard; improved reporting through standardized templates, automated formulas, pivot tables, mapping logic, and consolidated expense tracking.
  • Built Excel-based leadership reports and dashboards covering revenue, expenses, payroll, census, budgets, variances, and KPIs; developed a Power BI dashboard highlighting Facilities financial metrics.
  • Maintained data accuracy through weekly cash and month-end bank reconciliations, invoice and GL review, documentation retention, and cross-system validation.
  • Supported QuickBooks-to-Sage Intacct and SAP Concur-to-Ramp migrations through data validation, GL mapping, vendor and user setup, training, documentation, and issue resolution; reviewed Power Automate issues affecting the clinical team's daily patient census tracker.
  • Used Copilot and ChatGPT to accelerate vendor research, expense mapping, and financial summaries while independently validating outputs.

Data Analyst, Business Operations & Finance

Starbucks
Seattle, WA
01.2022 - 05.2022
  • Analyzed and cleaned large financial and operational datasets using Excel PivotTables, VLOOKUP, INDEX/MATCH, formulas, and data tables.
  • Generated Power BI reports to communicate trends, supporting AP, IT, Finance, and external stakeholders with recurring and ad hoc reporting.
  • Collaborated with BI team on AWS and Azure reporting, supporting vendor-contract maintenance, forecasting, and month-end analysis.

Risk Compliance Analyst, Detection Team

USAA
Remote
08.2021 - 11.2021
  • Analyzed transaction alerts and records to identify unusual patterns and potential money-laundering activity, contributing to compliance and risk mitigation efforts.
  • Prepared high-quality narratives for referral decisions and regulatory review, ensuring accuracy while managing multiple deadlines effectively.
  • Secured government security clearance for role, enabling access to sensitive information.

Financial Healthcare Analyst

Kaiser Permanente
Renton, WA
02.2021 - 06.2021
  • Performed financial modeling, variance analysis, transaction reconciliation, and ad hoc analysis for leadership teams.
  • Cleaned and summarized data using Excel formulas and PivotTables, automated worksheets with macros, and supported Tableau dashboards.
  • Investigated unfavorable trends and reporting discrepancies and communicated findings to management.
  • Selected achievement: Created budget reports and financial models, developed a Microsoft Teams reporting site, documented new processes, and led user trainings.

Data Analyst, Accounts Receivable Management

UnitedHealth Group
Renton, WA
10.2019 - 02.2021
  • Developed metrics and recurring reports used for business decisions and investigated payer exceptions, billing issues, and financial discrepancies.
  • Developed metrics and recurring reports for business decisions, investigated payer exceptions, billing issues, and financial discrepancies to enhance accuracy.
  • Partnered with Operations, Finance, payers, and IT to resolve exceptions, improving reporting capabilities and data reliability.
  • Collaborated with IT to implement Microsoft SQL in AR Management and facilitated user training to enhance data handling.

Certified Pharmacy Technician

CVS & Walgreens Pharmacies
Durham, NC
07.2013 - 10.2017
  • Managed high-volume pharmacy operations, insurance claims, patient requests, and inventory while maintaining accuracy and customer service.
  • Selected achievement: Received a Customer Service of the Year award for handling calls, claims, questions, and complaints.

Education

Master of Science - Data Science

Lewis University
IL

Bachelor of Science - Public Health

UNC Greensboro
NC

Base SAS Certified -

SAS Institute

Skills

    Data & Reporting

    Data collection, cleaning and validation; KPI dashboards; budget presentations; trend and variance analysis

    Finance & Operations

    Budgeting and forecasting; bank and month-end reconciliations; AP support/invoice processing; monthly expense tracking, financial summaries,

    Tools
    Excel (PivotTables, lookups, formulas, macros); Power BI / Power Query; Tableau; SQL (basic)

    Systems
    Sage Intacct; Ramp; ADP; QuickBooks; SAP Concur; Kipu; SharePoint; Copilot; ChatGPT

Certification

Base SAS Certification, SAS Institute

Timeline

Financial Analyst

THIRA Health / Sero Mental Health
10.2022 - 07.2026

Data Analyst, Business Operations & Finance

Starbucks
01.2022 - 05.2022

Risk Compliance Analyst, Detection Team

USAA
08.2021 - 11.2021

Financial Healthcare Analyst

Kaiser Permanente
02.2021 - 06.2021

Data Analyst, Accounts Receivable Management

UnitedHealth Group
10.2019 - 02.2021

Certified Pharmacy Technician

CVS & Walgreens Pharmacies
07.2013 - 10.2017

Master of Science - Data Science

Lewis University

Bachelor of Science - Public Health

UNC Greensboro

Base SAS Certified -

SAS Institute