A motivated and goal-driven Financial Analyst, skilled in gathering, monitoring, and analyzing data to evaluate financial status and propose strategic business initiatives. I hold expertise in both qualitative and quantitative analysis, along with hands-on experience in contract management and forecasting. Additionally, I have technical proficiency in using spreadsheets, accounting, and financial management software.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Analyst
UT Southwestern - Department of Otolaryngology
02.2023 - Current
Led the successful creation of detailed monthly financial management reports through Power BI, meticulously detecting errors and ensuring data consistency
Developed sophisticated financial models using Excel to project departmental financial trends and performance outcomes
Proactively identified areas of poor financial performance, presenting well-researched findings to upper management
Executed detailed Budget vs Actuals analyses, providing insights for decision-makers, and ensuring financial goals alignment
Maintained delegation of authority for various financial procedures, including check requests, refunds, invoice approval, and bad debt write-offs
Efficiently managed the Procurement Portal, streamlining procurement processes for enhanced efficiency.
Senior Administrative Assistant
UT Southwestern - Department of Surgery
10.2021 - 01.2023
Executed meticulous handling of the department's purchasing and expenses, implementing strategic measures that resulted in a notable 15% cost reduction
Spearheaded the creation and submission of travel authorizations, expense reports, check requests, and department forms in PeopleSoft, ensuring precise documentation and compliance
Managed the division One Card, demonstrating financial acumen and responsibility in executing efficient and controlled financial transactions
Directed reappointment/credentialing processes, ensuring compliance with regulatory requirements, and maintaining a seamless process
Demonstrated exceptional proficiency in handling a high volume of tasks and emails efficiently, showcasing organizational skills
Utilized Microsoft Outlook and QGenda for meetings and on-call schedules, achieving a remarkable 95% reduction in instances of overbooking.
Education
Bachelor of Science in Biomedical Science -
Texas A&M University
Master's in Healthcare Administration and Business Administration -
University of Houston - Clear Lake
Skills
Superior time management
Data trending
MS Office Suite
Cost-benefit analysis
Financial Modeling
General ledger accounting
PeopleSoft expert
Analytical research
Certification
Institutional Official, Current, Research HIPAA
Conflict of Interest Training
IRB Chairs and Vice-Chairs
Singe IRB (sIRB) Use and Administration
HSP Course
GCP for Clinical Investigations of Devices
GCP Course (Researchers)
Six Sigma Yellow Belt Certified (SSYBC)
Timeline
Financial Analyst
UT Southwestern - Department of Otolaryngology
02.2023 - Current
Senior Administrative Assistant
UT Southwestern - Department of Surgery
10.2021 - 01.2023
Bachelor of Science in Biomedical Science -
Texas A&M University
Master's in Healthcare Administration and Business Administration -