Ramon Sebastian Medina
Brookfield,WI
Summary
Finance professional with history of providing critical financial insights and supporting strategic initiatives. Known for strong focus on team collaboration and delivering reliable results in dynamic environments. Skilled in financial modeling and data analysis, with reputation for adaptability and reliability.
Overview
10
10
years of professional experience
Work History
Senior Financial Analyst
Fiserv Inc.
05.2021 - Current
- Increased financial accuracy by conducting in-depth analyses of financial data and trends.
- Improved budget forecasting through meticulous monitoring of expenses and revenue streams.
- Collaborated with cross-functional teams to drive process improvements and increase operational efficiency.
- Played a pivotal role in annual budget planning, collaborating with department heads to allocate resources strategically.
- Trained new analysts on corporate policies and procedures and implemented mentoring program, reducing onboarding time.
- Provided valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.
- Created and maintained precise and accurate models, charts and reports.
Sr. Billing Analyst
Fiserv Inc.
05.2019 - 05.2021
- Ensure compliance with policy and audit controls
- Create financial trending from invoice activity and prepare business related analysis as needed
- Assist clients with dispute resolution through details communication of findings from research and data analysis
- Provide clear and consistent communication to client partners regarding billing activity and balances
- Ensure that revenue and receivables are properly recorded within the ERP system through billing activity and during month end close
- Identify and recommend opportunities for process efficiencies
Home Equity Senior Loan Processor
JP Morgan Chase Home Finance
01.2016 - 05.2019
- Ability to service and bring to completion pipeline of up to 50+ applications with the capacity to complete daily closings to meet daily and weekly department goals
- Verify income, payoffs, home owner’s insurance, mortgage balance statements, trust agreements, verification of employment, etc
- Responsible for compliance with Fair Lending practices of JPMorgan Chase
- Adhere to daily quality/audit review standards thru pre-doc draw (PDD) process and obtain necessary loan conditions
- Work through and resolve vendor work issues directly with customer and vendors
- Accountable for meeting department targets including closing ratio, cycle time, customer satisfaction, etc
- Upon final approval, coordinate loan closing options with customer, banking center and document preparation
Financial Associate
Johnson Controls
04.2015 - 01.2016
- Handling internal and external customer inquiries, regarding status of payments, bookings, paychecks, labor, account set-up and maintenance
- Resolutions require detailed knowledge of applicable financial systems
- Responding to customer/third party calls by processing costs, payroll adjustments and/or researching transactions initiated by customers
- Invoicing customers, paying suppliers, and processing payrolls per contract terms and conditions, and completing new account set-ups and maintenance, ensuring accuracy and that all associated documents are properly completed, processed and mailed, in a timely manner
- Responsible for specific account reconciliation, detailed intercompany reporting, processing contract exception reporting, and processing waivers
- Analyzing and resolving unusual problems by determining alternate solutions and providing insights to financial processes
Education
MBA - Finance
University of Wisconsin – Parkside
05-2025
Bachelor of Business Administration - Finance
University of Wisconsin - Milwaukee
12.2011
Skills
- MS Office
- Microsoft Excel
- Power BI
- SAP
- Excellent attention to detail
- Problem solving
- Flexible team player
- Fast paced work environment
- Budget Forecasting
- Variance reporting
- Financial Modeling
- Planning and analysis
Timeline
Senior Financial Analyst
Fiserv Inc.
05.2021 - Current
Sr. Billing Analyst
Fiserv Inc.
05.2019 - 05.2021
Home Equity Senior Loan Processor
JP Morgan Chase Home Finance
01.2016 - 05.2019
Financial Associate
Johnson Controls
04.2015 - 01.2016
Bachelor of Business Administration - Finance
University of Wisconsin - Milwaukee
MBA - Finance
University of Wisconsin – Parkside
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