Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Senior level professional with top-tier soft skills accompanied by a strong technical background. Excels in collaborating with business and IT leaders, gathering requirements, and developing effective solutions utilizing scalable business intelligence tools, automation of workflows and providing accessibility of value add data and insights to end users.
Overview
16
16
years of professional experience
Work History
Sr. Data Analyst, VP of Reporting and Analytics
Huntington Technology Finance
Bloomfield Hill, MI
10.2013 - Current
Led cross-functional teams in developing innovative solutions to complex business challenges.
Spearheaded the development, deployment and utilization of Power BI across the organization.
Successfully led the implementation of data and reporting processes during Oracle 11i to R12 conversion, along with two other portfolio conversions to the Oracle platform
Headed customer behavior analysis that resulted in $50MM+ tax benefit for the company
Developed robust collections platform in Power BI that made data easily accessible to the team which resulted in decreased delinquency numbers without adding head count
Developed and maintained several SQL Developer and SQL Server queries for reporting and dataflow development
Multi-level Residual Realization, Margin and Yield Reporting to identify most profitable customers, asset types and geographies
Development and deployment of robust Power BI solutions for analytics, self-service platforms and automation of tasks using Power Automate.
Working on predictive analysis for forecasting customer behavior, originations and payment behavior
Developed financial models for inventory portfolio analysis: Required reserves, aging and residual valuations
Developed Power BI financial models that utilized scenario analysis to help forecast variations for FP&A
Headed a process review within the finance department to improved process, create efficiencies and help reduce duplicated efforts
Financial Analyst, Sr. Business Analyst
Vivid Seats, Ltd
Chicago, IL
02.2012 - 10.2013
Creation of Excel models and dashboards for analysis of many financial aspects of business to drive strategic plan for the company
Write and maintain SQL scripts to extract data for analysis and reporting
Helped lead the deployment of Power BI and other business reporting in a startup company environment
Reporting for CFO and owners on a weekly, monthly, quarterly and annual basis
Created a pro forma Channel P&L model for variance analysis with variables for forecasting and scenario analysis within Power BI
Cost / Benefit analysis for web service marketing partners
Multi-Level Margin and profitability analysis for all channels of business
Headed process review and development for several improvements across many departments
Multiple ad hoc analysis projects, reporting directly to CFO and owners of the company
Expected Value, ROI and Breakeven analysis of current and potential partnerships
Financial modeling for daily PO cost and revenue accounting and analysis
Created a model for exposure which helped flag fraudulent broker actions
Built excel model for shipping cost and savings analysis that provided insight to major savings for the company.
Accounting Intern, Staff Accountant
Mast, Foulds & Co., P.C
Saginaw, MI
05.2008 - 02.2012
Review, generate and analyze financial statements, bank reconciliations, and investment statements
Began work with tax projection program to help project taxes for clients for planning purposes
Produced monthly sales and use tax returns, quarterly payroll returns, month and year end compilations, personal property taxes and asset management and depreciation schedules
Monthly reconciliation of client bank, revenue and expense accounts and provide adjusting entries
Work in depth with MS Office programs creating an extensive variety of financial spreadsheets as well as variance analysis of companies
Worked with financial models during potential M&A deals for clients.
Sr. Data Analyst, VP of Reporting and Analytics at Huntington Technology FinanceSr. Data Analyst, VP of Reporting and Analytics at Huntington Technology Finance
<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.<ul><li>Company Overview: Group Company of PUIG, Spain</li><li>Team Leadership & Process Excellence: Organised the transformation of the Finance & Accounts function, establishing performance-driven goals, and embedding a culture of accountability and continuous improvement. Drove operational efficiency through process redesigns, SOP implementation and optimal resource deployment, leading to measurable improvements in turnaround time and accuracy.</li><li>Strategic Partnering with CXOs: Acted as a key advisor to the CEO, CFO, and other CXOs on business planning, pricing strategies, and business model pivots to support scale-up and profitability. Contributed to investor communications with data-backed insights to enhance stakeholder confidence and secure strategic funding.</li><li>Cross-Functional & Global Stakeholder Management: Functioned as the strategic finance business partner to cross-functional heads and the PUIG global finance team, aligning local execution with global financial strategies and compliance requirements.</li><li>ERP Transformation & System Automation: Led end-to-end ERP reimplementation to address system gaps, enforce role-based controls, and automate core finance processes—resulting in enhanced data accuracy, faster reporting and improved internal controls.</li><li>Costing, Inventory & Profitability Optimization: Designed and implemented plant-level costing models to ensure accurate COGS determination. Improved inventory management across pricing, consumption tracking, and aging analysis—enabling better working capital control and cost efficiency.</li><li>Manufacturing Finance & Statutory Compliance: Supervised end-to-end accounting for manufacturing operations and ensured full statutory compliance.</li><li>Financial Reporting, MIS & Profitability Analytics: Delivered accurate and timely monthly MIS reports, including P&L, Balance Sheet and KPI dashboards with deep-dive variance analysis across stores, business verticals, and geographies. Supported board-level decision-making through insightful presentations on financial health and business performance.</li><li>Budgeting, Forecasting & Business Planning: Led the Annual Operating Plan (AOP) and rolling forecasts, ensuring alignment with strategic objectives and market dynamics. Monitored key financial metrics to enable business decisions and proactive cost management.</li><li>Statutory, Internal & Tax Audit Management: Finalized standalone and consolidated financials under Ind AS and IFRS, ensured timely group reporting and compliance with international standards. Delivered clean and timely closures of statutory, tax, and internal audits in coordination with Big 4 auditors. Strengthened audit readiness through pre-audit diagnostics and rectification of recurring control gaps.</li><li>Regulatory Compliance & Risk Management: Ensured end-to-end compliance which includes ROC, RBI, FEMA, Income Tax, GST, Transfer Pricing, DTAA, and Customs. Reviewed cross-border contracts and transactions to ensure arm’s length pricing, accurate TDS application, and proper documentation under Transfer Pricing regulations.</li><li>Commercial Negotiation & Contract Governance: Led commercial negotiations and structured deals with vendors and franchisees. Reviewed key business contracts to ensure financial viability, risk protection, and compliance with regulatory standards.</li><li>Treasury & External Commercial Borrowing (ECB): Managed fund planning and liquidity management including ECB drawdowns, bank negotiations, and interest optimization. Improved working capital cycles through proactive cash flow forecasting and receivables control.</li><li>Internal Controls & Governance Framework: Led organization-wide reviews of internal control systems, identified process gaps, and redesigned or implemented over 40 SOPs and IFCs. Established a governance structure for financial discipline, risk mitigation, and policy compliance across departments.</li></ul> at Kama Ayurveda Pvt. Ltd. & PUIG India Pvt. Ltd.