Results-driven senior analytics professional with a passion for solving complex business problems through data. Known for exceptional communication skills, technical expertise, and leadership across cross-functional teams. Proven success in deploying scalable business intelligence tools, automating workflows, delivering insights that drive strategic decision-making and providing high ROI on data centric projects.
Overview
17
17
years of professional experience
Work History
Sr. Data Analyst, VP of Reporting and Analytics
Huntington Technology Finance
10.2013 - Current
Led cross-functional teams in developing innovative data solutions to complex business challenges.
Spearheaded the development, deployment and utilization of Power BI across the organization.
Led the integration of dataflows from core ERP and CRM systems into full blown business reporting solutions across all departments.
Designed, developed and implemented ETL processes for data integration from multiple sources.
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
Developed, fine tuned and maintained SQL queries (Sql Developer, SQL Server, MySQL) used for data collection, analysis and reporting
Headed customer behavior analysis that resulted in $50MM+ tax benefit for the company
Developed collections platform in Power BI that made data easily accessible to the team which resulted in decreased delinquency numbers by 40% without adding head count
Multi-level Residual Realization, Margin and Yield Reporting to identify most profitable customers, asset types and geographies
Developed RPAs using Power Automate to create no touch workflows for reporting and other operational tasks.
Performed statistical analysis on customer data to identify patterns and correlations in their behavior
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
02.2012 - 10.2013
Creation of financial and operational 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 excel dashboards using excels Power Tools (Power Query, Power Pivot and Power View) and other business reporting in a startup company environment
Designed star schema models with fact and dimension tables to meet the reporting needs of the organization.
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 that led to a 20% savings in affiliate marketing costs
Multi-Level Margin and profitability analysis for all channels of business
Expected Value, ROI and Breakeven analysis of current and potential partnerships
Developed several reports and models to drive company efficiency, help strategic growth and drive high impact decision making
Accounting Intern, Staff Accountant
Mast, Foulds & Co., P.C
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