Summary
Overview
Work History
Education
Skills
Interests
Timeline
Generic

Teresa Murillo

Rye

Summary

Dynamic Financial Data Research Analyst with over five years of experience in diverse, regulated industries. Proven expertise in financial reporting, forecasting, and workflow automation using tools such as QuickBooks and advanced Excel functions, including pivot tables and VLOOKUP, alongside cutting-edge AI technologies like ChatGPT/OpenAI, Microsoft Copilot, and Google Gemini. Resourceful and detail-oriented, consistently streamlining operations to reduce costs while delivering actionable insights that drive business growth. Committed to leveraging analytical skills to enhance strategic decision-making and elevate organizational performance.

Overview

6
6
years of professional experience

Work History

Financial Operations Analyst

Operation Restoration
02.2025 - Current
  • Generated tailored financial reports to highlight profit margins and cash flow gaps for informed decision-making.
  • Monitored real-time costs and budget allocations for multiple construction projects, aiding leadership in identifying overspending.
  • Identified and rectified discrepancies across spreadsheets and accounting systems to enhance audit readiness and compliance.
  • Collaborated with compliance consultants and project teams to address documentation issues, minimizing penalty exposure.
  • Managed all payments in QuickBooks Online, ensuring timely vendor payments and accurate receivable records.
  • Reconstructed historical job costs by gathering fragmented insurance claim and vendor data to improve reporting accuracy.

Claim Researcher

Atlas Adjustments
07.2024 - 02.2025
  • Identified trends in recurring claim discrepancies, contributing to long-term workflow improvements.
  • Collaborated with adjusters and finance teams to resolve missing or conflicting claim details and reduce error rates.
  • Reconciled invoices with supporting documents to ensure accuracy and avoid payment delays.
  • Verified and processed daily claim submissions under time-sensitive deadlines with a focus on precision.
  • Maintained digital record systems to improve claim tracking, documentation access, and overall operational efficiency.

CRE Research Analyst

Moody’s Analytics
05.2019 - 06.2024
  • Processed 150+ records per day with an error rate below 1%
  • Conducted Virtual meetings to gather and verify proprietary market data.
  • Aggregated and analyzed data across internal systems and public sources to generate market intelligence and support financial modeling.
  • Used advanced outreach methods and research tools to identify new data contacts and expand market coverage.
  • Integrated third-party data into internal systems to ensure comprehensive and current datasets.
  • Maintained daily RDMA review processes and rigorous QC standards to ensure accuracy and compliance.

Education

Associate of Science - Business Administration And Management

Ultimate Medical Academy
Clearwater, FL
05-2015

Skills

  • Data analysis using Excel pivot tables
  • Proficient in QuickBooks for financial forecasting
  • Salesforce CRM expertise
  • AI research methodologies
  • Skilled in project management and collaboration software
  • Quality assurance and improvement
  • Secure data handling
  • Strategic time allocation
  • Data-driven management reporting

Interests

Mountaineering

Philosophy

Psychology

Political Strategy

Comparative Religion



Timeline

Financial Operations Analyst

Operation Restoration
02.2025 - Current

Claim Researcher

Atlas Adjustments
07.2024 - 02.2025

CRE Research Analyst

Moody’s Analytics
05.2019 - 06.2024

Associate of Science - Business Administration And Management

Ultimate Medical Academy

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