A hardworking and passionate job seeker with strong organizational and analysis skills eager to secure a Contractor Tax Preparer position. To enhance skills in the area that has always been a target for my professional career.
Overview
7
7
years of professional experience
Work History
Business Analytics Manager
Radius Recycling
01.2023 - Current
Managed a major profiting Acquisition and the integration into out company software along with the integration of employees.
Increased team productivity by implementing streamlined processes and effective communication strategies.
Achieved departmental goals by developing and executing strategic plans and performance metrics.
Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
Drove operational efficiency through data-driven decision-making processes, leveraging analytics tools for informed strategy development.
Mentored junior team members for career advancement, fostering a pipeline of future leaders within the organization.
Onboarded new employees with training and new hire documentation.
Maximized performance by monitoring daily activities and mentoring team members.
Accomplished multiple tasks within established timeframes.
Manage three sectors of the company with 6+ employees in the Team
Closed the month and provided month-end reports
Finalize Monthly P&L while providing supporting documents of the margins for the division to the Assistant controller of the month.
Manage up to 10 of the divisions most profitable accounts to maintain a positive relationship with the Customer
Senior Business Analyst
RADIUS RECYCLING
04.2022 - 01.2023
Called Vendors for invoices and entered them in the System (ORACLE) as well as an Excel tracker
Entered transactions in the Daily to keep track of the Cost of Goods Sold + the revenue
Follow up with the Customers in case any transactions are missing or questionable
Analyzed financial data to ensure accuracy and to prepare Customer reports regarding their financials
Communicated with customers on the Daily to make sure their loads were picked up promptly.
Provided Pricing reports based on the American Metal Market monthly
Financial Analyst
US Premium Finance: A Division Of Ameris Bank
12.2016 - 03.2022
Prepared daily and monthly financial reports for Finance Manager and other departments
Established models that summarized financial data for each account allowing Operations and Finance Managers to decide if a loan is valid
Conducted variance analysis for Sales Executives leading the Finance Manager to see the percentage of clients acquired and lost
Created snapshots and PowerPoint presentations for Sale Executives and the Finance Manager to analyze TTM and YTD financial Data
Rebuilt previous excel financial models to develop and calculate information more efficiently and effectively
Produced month-end closing reports for P&L use
Executed Ad hoc reports for audit requests
Conducted a monthly incentive program report for our clients
Created reconciliation models for manually entered procedures ensuring an entry was not missed or misapplied
Completed and analyzed a funding recap to allow release of the daily funds
Created Amortization tables
Created monthly expense reports
Analyzed refunds due to clients
Created a model for Accounts Receivable department to see the efficiency of the team allowing them to earn their bonus
Gathered analysis using Power Query and Macros
Created arguments in Python
Analyzed terms on loan agreements
Initiated funds via Wire, ACH, Check, and drafts
Adjusted excel models according to the Finance Managers request
Created detailed reports on returned payments for the Credit Committee
Provided daily reconciliation reports from the database against the company’s books
Entered invoices and kept track of all payments to vendors
Generated and sent all refunds to the Insureds
Worked with Ameris Banks Accounting department to resolve any outages against the DDA
Met up with Ameris Banks Accounting department to explain any new or updated procedures
Education
Chartered Tax Professional - Certification - Accounting Technology And Bookkeeping
Lanier Technical College
Oakwood, GA
Certification of Data Analytics - Data Analytics
Coursera
01.2024
Business Administration
Georgia Gwinnett College
Lawrenceville, GA
05.2020
Skills
Superb Customer Service skills
Business Development
Business Administration
Expense Tracking
Staff Development
Financial Management
Revenue Forecasting
Time Management
Financial Analysis
Organizational Skills
Data Analysis
Budget Management
Proficient in Microsoft Suite - Excel/VBA/Outlook/Word
Technical Skills - VBA/Python/SQL
Decision-Making
Detailed Oriented
Languages
Spanish
Native or Bilingual
Timeline
Business Analytics Manager
Radius Recycling
01.2023 - Current
Senior Business Analyst
RADIUS RECYCLING
04.2022 - 01.2023
Financial Analyst
US Premium Finance: A Division Of Ameris Bank
12.2016 - 03.2022
Chartered Tax Professional - Certification - Accounting Technology And Bookkeeping