Results-driven Financial Analyst with Dignity Health, skilled in financial modeling and cross-functional collaboration. Successfully developed analytical tools that enhanced decision-making and improved organizational performance. Proven ability to deliver accurate financial reporting and forecasts, demonstrating strong attention to detail and effective communication skills.
Overview
1
1
Certification
5
5
years of professional experience
Work History
Financial Analyst
Dignity Health
01.2025 - Current
Coordinated preparation, review, and analysis of financial activities for assigned markets, developing forecasts and budgets, supporting monthly closing processes, and managing document workflows for authorization, enabling timely and informed decision-making by management through clear financial reporting.
Analyzed financial data to support budgeting and forecasting processes.
Developed financial models to evaluate potential business initiatives.
Developed and deployed analytical tools, including dashboards and reports, using statistical methods and data analysis to inform decision-making and support performance evaluation for senior operations team, contributing to organizational improvement in key areas.
Collaborated with cross-functional teams to ensure accurate financial reporting.
Junior Financial Analyst
Chicanos Por La Causa, Inc. (CPLC)
01.2023 - 01.2025
Analyzed financial information, developed integrated revenue/expense analyses, projections, and reports, collaborating with Resource and Development to complete budgets for funding proposals. Created and analyzed monthly, quarterly, and annual reports, ensuring accurate financial recording and identifying trends for presentation to senior management.
Analyzed financial data to support budgeting and forecasting efforts.
Prepared financial billings, budgets, forecasts, and reconciled internal accounts to ensure accuracy and compliance.
Assisted in preparing financial reports for management review.
Monitored expenses to ensure compliance with organizational policies.
Revenue Entry Coordinator
PRO-PIPE (Professional Pipe Services)
Phoenix, United States
09.2022 - 12.2023
Validated revenue and project data daily to ensure accuracy and reliability.
Verifies accuracy and completeness of data, including revenue balancing, and resolves discrepancies by using standard procedures.
Reviewed contracts to fully understand customer project requirements, ensuring accurate billing and pricing through precise data entries.
Billing invoices based on customer and contract requirements.
Daily entry of production tracking into ERP/Customer Portal/Database.
Review of daily operation schedule, personnel, and projects.
Managed incoming calls and addressed customer concerns to provide effective support.
Data Entry Clerk
TriWest Healthcare Alliance
Phoenix, United States
06.2021 - 09.2021
Maintained database by accurately entering and updating customer and account information to ensure data integrity.
Processed customer and account source documents by reviewing data for deficiencies to uphold data quality standards.
Prepared source data for computer entry by compiling and sorting information to streamline data processing.
Education
Bachelor's degree - Biology, emphasis in Pre-Physical Therapy
Grand Canyon University
Phoenix, AZ
Skills
Budgeting and forecasting
Financial reporting
Research and data analysis
Cross-functional collaboration
Attention to detail
Problem solving
Time management
Effective communication
Certification
Data Analytics Boot Camp, University of Arizona Continuing and Professional Education, 01/01/23
Timeline
Financial Analyst
Dignity Health
01.2025 - Current
Junior Financial Analyst
Chicanos Por La Causa, Inc. (CPLC)
01.2023 - 01.2025
Revenue Entry Coordinator
PRO-PIPE (Professional Pipe Services)
09.2022 - 12.2023
Data Entry Clerk
TriWest Healthcare Alliance
06.2021 - 09.2021
Bachelor's degree - Biology, emphasis in Pre-Physical Therapy