Norjuana S. Russell
Durham,NC
Summary
Dynamic finance professional specializing in optimizing financial strategies and enhancing profitability. Expertise in NGAV, Power BI, and Alteryx, with a proven track record of driving continuous improvement in operational processes. Recognized for fostering collaboration and delivering results through a reliable and adaptable approach to evolving business needs. Committed to leveraging analytical skills and innovative solutions to support organizational growth and success.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Financial Analyst
Fidelity Investments
Durham, NC
02.2022 - Current
- Collaborates with cross-functional teams to enhance reporting accuracy and efficiency.
- Works closely with Charitable, Clearing & Custody, Pricing & Bookkeeping, Intermediary and Institutional lines of businesses to make sure their revenue and expenses are allocated properly by creating cost pools and activities, updating allocations, etc.
- Facilitates smooth month-end close processes by efficiently reconciling any issues and addressing discrepancies promptly.
- Consistently strengthening relationships with external partners through timely communication and collaboration.
- Collaborates with business partners and senior leaders to understand driver use and appropriate allocation of revenue and expenses.
- Perform detailed analysis on revenue and expense drivers and trends in support of senior management.
- Assists in the automation process of many manual drivers and tasks.
Define Contributions Representative I
Fidelity Investments
Durham, NC
04.2021 - 02.2022
- Assisted with employee and manager benefits inquiries and routinely handled complex questions and resolutions.
- Responded to 403b inquiries from employees relating to enrollments, plan changes and contribution amounts.
- Maintained sensitive information with strict confidentiality and modeled ethics, professionalism and service orientation in employee interactions.
- Tracked 401K eligibility and managed enrollment and administration of company retirement and financial benefits plans.
Insurance Data Analyst
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Durham, NC
12.2019 - 03.2021
- Established consistent, reliable, and customized relationships with more than 20 stakeholders in highly efficient and effective manner
- Strengthened BCBSNC brand by developing, managing, and expanding customer relationships at service levels that met and exceeded customer expectations
- Utilized probing and creative problem-solving methods to resolve foundational customer inquiries on first contact
- Performed corrective measures and provided instructions as needed to internal business areas to ensure prompt resolution and response to customer inquiries
Accounting Project Manager
FAITH BYNUM, CPA
Durham, NC
02.2013 - 12.2017
- Researched emerging technologies and current trends to stay knowledgeable in methods that could benefit Scrum team.
- Proactively identified and found ways to resolve issues to prevent distractions and keep projects on track.
- Generated financial reports
- Reviewed and processed transaction based on given guidelines and checked for completeness and accuracy
- Analyzed over 5,000 accounting transactions daily and made appropriate corrections as necessary.
- Conducted audits and monitored expenditures to identify potential misuse of funds.
- Monitored project costs, developed job cost forecasts, managed cash flow and approved invoices for payment.
Education
Bachelor of Science - Criminal Justice
North Carolina Central University
Durham, NC12-2013
Bachelor of Arts - Political Science
North Carolina CentralUniversity
Durham, NC12-2013
Skills
- NGAV/Anaplan
- Power BI
- Alteryx
- Jira
- Activity-Based Costing
- Business Analysis
- Complex problem-solving/Conflict resolution
- Strong communication
- Microsoft Excel
- Critical Thinking
- Multi-tasking
- Strong organization
Certification
Certified Scrum Master, Scrum Alliance
Certificate ID: 001307450
Timeline
Financial Analyst
Fidelity Investments
02.2022 - Current
Define Contributions Representative I
Fidelity Investments
04.2021 - 02.2022
Insurance Data Analyst
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
12.2019 - 03.2021
Accounting Project Manager
FAITH BYNUM, CPA
02.2013 - 12.2017
Bachelor of Arts - Political Science
North Carolina CentralUniversity
Bachelor of Science - Criminal Justice
North Carolina Central University