Provide valuable financial insights and analysis to support effective business decision-making across Lumen Technologies.
Develop business acumen in becoming subject matter expert in sales, revenue, installs, disconnects and rate changes.
Play key role in planning, budgeting, and forecasting processes in collaboration with leaders from various department.
Analyze customer behaviors, market changes and products profitability trends to understand financial impacts and increase productivity.
Learn and apply new technology and skills to enhance reporting capabilities, designing, and automation.
Senior Financial Analyst
Jack Henry & Associates
08.2022 - 03.2023
Produce and delivered actionable plans to increase revenue and reduce expenses while staying very competitive.
Developed, enhanced, and maintained financial reports that provide financial insight and allowed key business metrics to be monitored.
Led monthly P&L, forecast and budget review; prepared comprehensive actual to forecast/budget variance analysis.
Gathered, cleaned, analyzed, and presented financial analysis of large datasets by using data mining and visualization techniques.
Managed multiple projects simultaneously; evaluated capital expenditures, investment opportunities, and other duties as assigned.
Senior Financial Analyst / Financial Analyst
Texas Health Physician Group
07.2018 - 05.2022
Supported leadership decision making by producing reports that highlight profitability, business issues, opportunity, and market trend.
Coordinated month-end closing activities; including reviewing general ledger, providing variance analysis, and adjusting monthly forecast.
Facilitated annual budget process within finance team and cross-functional business partners
Gathered data to develop financial reports that show impact of new initiatives/projects; predict capital and resources needed to close project.
Collaborated with Data Engineering and IT team to create and develop reports, update, and resolve issues with various ERP systems and database.
Staff Accountant
Regency Integrated Health Services LLC
06.2016 - 07.2018
Processed payroll for 400+ employees and acted as contact person for payroll and benefits inquiries
Prepared monthly financial statements including balance sheet, income statement, account payable, accrual report and general ledger; and reported variances to controllers
Assisted controllers in forecasting and budgeting process by providing assumptions for revenue and expenses based on monthly close review
Monitored and reconciled multiple bank accounts, reviewed daily invoices and payments, and assisted in accounting related projects as needed
Maintained depreciation and amortization schedules, transferring CIP accounts to active and disposing of assets.
Working on a self paced Professional Certificate Program in Data Engineering with Simplilearn in collaboration with Perdue university.(21 weeks remaining)
Microsoft Certified: Power BI Data Analyst Associate (Dec 2023)
Simplilearn Certification: AWS Essentials, SQL Training (Oct 2022)