PHILLIP BARTA
Tyler,TX
Summary
Analytical and detail-oriented professional with 10 years of experience in financial reporting. Proven ability to deliver accurate, balanced-to-the-penny reports, reduce errors through automation, and provide actionable insights to leadership. Seeking to leverage strong skills in financial data analysis, variance reporting, and cross-functional collaboration to contribute to a dynamic role in the business professional field.
Overview
9
9
years of professional experience
Work History
Carrier Reporting Analyst
ISC
06.2019 - 07.2025
- Compiled and delivered monthly financial reports detailing written premium business, ensuring all carrier data was balanced to the penny for complete accuracy.
- Reduced reporting errors by implementing automated report generation and standardized templates, improving data integrity and efficiency.
- Partnered with finance, underwriting, and compliance teams to resolve discrepancies and ensure regulatory and contractual reporting compliance.
- Streamlined reporting processes to accelerate month-end close and improve reliability of financial insights for leadership.
Assistant Manager
MCALISTER'S DELI
02.2016 - 06.2019
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
- Collaborated with management team to set sales targets and strategies, achieving consistent sales growth.
Education
B.S. - Business
Texas A&M University
College Station, TX12.2011
Skills
- Process Improvement & Efficiency Optimization
- Adaptability in Fast-Paced Environments
- Attention to Detail & Accuracy
- Time Management & Meeting Deadlines
- Advanced Excel
- Financial Reporting & Analysis
- Data Reconciliation & Validation
- Regulatory & Compliance Reporting
Timeline
Carrier Reporting Analyst
ISC
06.2019 - 07.2025
Assistant Manager
MCALISTER'S DELI
02.2016 - 06.2019
B.S. - Business
Texas A&M University
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