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