NOELLE DEMARK
El Paso,TX
Summary
Detail-oriented Financial Analyst II with proven expertise in budget management, labor distribution, and financial reconciliation. Adept at utilizing various systems and tools to ensure accurate allocation of funds and compliance with budget guidelines. Seeking a position to leverage skills in financial analysis and strategic planning.
Overview
10
10
years of professional experience
Work History
Lead Analyst / Financial Analyst II
Texas Tech Health Sciences Center
01.2023 - Current
- Reviewed and approved various EOPS categories, including employee New Hires, Overloads, Terminations, Change of funding, and Adding secondary job records, ensuring funds availability.
- Reviewed and approved Labor distributions, overseeing redistribution of paid funds onto different FOAPs.
- Conducted EOPS transactions review and approval for retirees, faculty on call, and other taxable benefits, facilitating direct payments to employees.
- Reviewed and approved Budget Revisions, adjusting budgets within funds, fund balance, revenue, and facilitating fund transfers.
- Reviewed and approved PASS submissions for Salary reviews, New positions, and Reclassifications.
- Monitored daily expenses and transfers for accuracy and compliance.
- Reconciled deficits and collaborated with departments to ensure efficient funding allocation.
- Utilized Ellucian, Webex, Banner System, EOPS, Cognos Reports, PASS, Excel, and PowerPoint.
- Provided editing support for departmental documents as needed.
- Checked vacant reports daily to adhere to budget guidelines and salary roster compliance.
- Ran Cognos reports, exported data to Excel for further analysis on funds, account codes, employee, and retiree information.
- Managed salary changes, closed out vacant positions, and optimized departmental budgets by decreasing vacant budgets to maximize utilization.
Analyst II
Texas Tech Health Sciences Center
06.2018 - 12.2022
- Exported Cognos reports, organized, adjusted and performed in-depth analysis to the available data.
- Responsible for reviewing all of the bank activity coming through the Institution and clinics daily.
- Managed and approved the Cash Receipts System, verifying assigned funds and accounts were correct to avoid discrepancies.
- Delivered Cash Receipt and Cash Handling training to ensure all departments were in compliance with operating policies.
- Carried out the yearly Cash Fund Audits for off campus and onsite locations who have internal cash funds involved in regular cash collections.
- Efficient with Banner, inserting detail codes, payment and fees, analyzing account details, closing out and finalizing sessions, applying student waivers.
- Allocated to build the use of our Share Point system with new features and structural components to facilitate optimal security. Assigned not only the groups but provided accurate permission levels and updated information.
Manager
All About Me Laser MedSpa
09.2016 - 06.2018
- Reconcile 2,134 client accounts totaling $250k in accounts receivable in compliance with financial policies on weekly basis; utilize Excel to record and maintain data
- Verify on average 15 past due receivable accounts on weekly basis; consistently resolve and successfully collect over 99% of outstanding delinquent balances
- Generate financial statements and reports detailing accounts receivable status on weekly basis
- Collaborate with team to identify marketing strategies and promotional activities; created six promotional campaigns generating $80k in new annual sales
- Monitored multiple databases to keep track of all company inventory
- Effectively controlled the release of proprietary and confidential information for general client lists
- Processing applications, setting up account payment schedules, collecting upfront charges
- Going over contracts with clients, explaining their financial monthly obligations, payment dates and signitures
- Prepared correspondence, accounting and financial documents for analysis
- Proficient in Care credit, Mindbody, Outlook, Excel, Powerpoint
- Ensuring funds are available for certain expenses
- Documenting inventory and insuring that the company is staying within budget guidlines
Manager/ Laser Technician
American Laser Med Spa
01.2014 - 08.2016
- Reconciled accounts receivable to ensure payments were accounted for
- Oversaw monthly $2.5k operating and budget expense
- Increased revenue of $50k by assiting staff in closing sales
- Trained new staff on corporate standards and software applications
- Maintaining records/ profiles for Accounts
- Organized, updated and maintained over 200 patient charts.
- Following up with patients to ensure good customer service and making sure all needs are met
- Preforming treatments such as Laser Hair removal, MesoPen, and Ultrasonic Facials
- Facilitating patient appointments using MindBody software
- Proficient in Microsoft Word, Excel, Outlook, MindBody, EMR software's.
- Answering multi-line phones
- Receivable/Payable Entering
- Clinic data entry such as supplies, Daily Check list, Expense reports
- Creating annual goals, objectives and budgets and making recommendations to reduce costs.
- Regularly evaluated employee performance, provided feedback and assistance
Skills
- Financial Analysis
- Budget Management
- Labor Distribution
- Financial Reconciliation
- Data Analysis and Reporting
- System Proficiency: Ellucian, Webex, Banner System, EOPS, Cognos Reports, PASS, Excel, PowerPoint
- Strong Communication and Collaboration Skills
- Attention to Detail and Accuracy
Timeline
Lead Analyst / Financial Analyst II
Texas Tech Health Sciences Center
01.2023 - Current
Analyst II
Texas Tech Health Sciences Center
06.2018 - 12.2022
Manager
All About Me Laser MedSpa
09.2016 - 06.2018
Manager/ Laser Technician
American Laser Med Spa
01.2014 - 08.2016
Similar Profiles
LUIS BELTRANLUIS BELTRAN
IT Support Technician II at Texas Tech Health Sciences CenterIT Support Technician II at Texas Tech Health Sciences Center
Brienna PrietoBrienna Prieto
Sr. Patient Service Specialist at Texas Tech Health Sciences CenterSr. Patient Service Specialist at Texas Tech Health Sciences Center
Diane LamDiane Lam
Resident Doctor at Texas Tech Health Sciences Center El PasoResident Doctor at Texas Tech Health Sciences Center El Paso
Tammy WilliamsTammy Williams
Correction LVN at Texas Tech Health Sciences CenterCorrection LVN at Texas Tech Health Sciences Center
Megan QuianMegan Quian
Tutor at Friends And Family MembersTutor at Friends And Family Members