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Click here or scroll down to respond to this candidateCandidate's Name
Street Address Mission Inn Ave Riverside, CA PHONE NUMBER AVAILABLE (Cell) EMAIL AVAILABLEOBJECTIVE:Seeking career growth as a Sr. Business AnalystPROFESSIONAL PROFILEStrengths include: Leadership, Project Management, Critical Thinking, Executive Level Presentations, Financial Analysis & ModelingHighly proficient in MS Office, SharePoint, MS Project, Minitab, Oracle, Hyperion, Access,Six Sigma Certified GE 02, & TIAA 14 Green Belt, -Black Belt Trained, Excellence Award 14, Operate as one team 15 (TIAA)FMP, GE Financial Management Program Graduate, 02EDUCATION: University of Florida, Gainesville, FL B.S. in Business Administration, Major: Finance; MBA - Tiffin University, 20PROFESSIONAL DEVELOPMENT/TRAININGFinancial FoundationsAdvanced Financial FoundationsAdvance Excel applications/EssbaseGAAPControllership/Audit, RiskProject Management/Agile/WaterfallProcess DesignSarbanesOxleyEmotional IntelligenceLeadership EssentialsAccounts Payable/Hyperion/SAPModeling/Macros/DatabasePROFESSIONAL EXPERIENCEFIDELITY NATIONAL INFORMATION SYSTEMS (FIS) -06/22-PRESENTSR. BUSINESS ANALYST, JACKSONVILLE, FLI am currently part of the FP&A organization, leading the PMO office as a part of a sub-group called Finance Transformation. Our aim is to help drive and manage cross-functional initiatives to help implement future state tools to enhance and develop a more dynamic operating model. More specifically I am leading an effort called future forward, which is seeking to right-size the financial reporting and forecasting operating model. I am helping develop and implement a suite of solutions from dashboards, self-service tools, automation, and AI driven KPIs to drive accuracy and productivity.EY- AIG INVESTMENTS (03/21-06/22)SR. CONSULTANT, JACKSONVILLE, FLDuties-I led an engagement team to perform staff augmentation duties related to month-end, quarter-end, and year-end close. In addition, I designed, and lead process automation of month-end closing duties and more specifically created a detailed process flow, led workshops, and consulting with business partners.TIAA, Charlotte (05/12-03/ 21)Sr. Business Analyst- Institutional Financials Services (IFS)Duties---Primary LOB support for the Retail Financial Services Business, focused specifically Sales/Servicing delivery model for our Institutional Clients-Led productivity projects in the Plan Document space through weekly sprints, and periodic tollgates applying the agile concepts-Led several small enhancements initiatives applying the DMAIC process-Provided weekly updates to stakeholders and monthly updates to Senior Leadership Team-Worked with Supply Chain (annually) to review vendor/contractor SOWs to assist vendor management team with cost reduction opportunities-Led consulting engagements with key stakeholders, specifically demand study for IR Business (Applying DMAIC/Waterfall approach) to identify several process enhancements, reviewed cost allocations, and analyze WBS-Worked directly with Managing Director of Institutional Relationships to define and design improved Service Delivery Model for the Institutional Middle OfficeCreated detailed models (value streams/quantitative analysis/WBS) of several LOBs across the Enterprise to assist with various cross-functional productivity initiatives.-PM/BA for several process improvement and major cross-functional initiatives. Examples listed below.Efficiency Profile led and helped create a dashboard to assess the operational efficiency of our plan sponsors.Fund Line Up Change- Spigot Winner, created an automated method for our clients to process menu changes and to increase the ease and accuracy for our internal operations team, which resulted in a 30% reduction in cycle time and increased quality.PM for Plan Document improvement project, applying agile methodology to with the goal to reduce cycle time, increase quality and improve customer experienceRM Relationship Coverage Model- created a systematic method to allocate RM/CSMs to Institutional clientsPM/BA for Software implementation upgrade of financial reporting system from Tableau to Alteryx based platform.Marketing Segmentation- assisted in the development of methodology to create user profiles and use cases for segmentation strategy with the mission of expanding our ability to cross sell and target market to our existing institutional clients.Partnered with Salesforce to manage the transition of our internal CRM system from Seibel to Salesforce.Data Management including data reconciliation, reporting, queries, allocations, management of data warehouse, data fields, data dictionary, data repository.Process engineering value steam mapping via Visio, calculation of WIP, rework, and cycle timesEstablishing metrics, KPIs, variance analysis, activity-based costing, scorecard managementAdditional duties-Responsible for conducting interviews to identify root cause analysis for various business issues, analyzing financials, and creating detailed presentations for executive leadership to outline productivity opportunities, present solutions, and review cost allocations and budgets-Responsible for managing the demand teams project deliverables and ensuring that goals are accurately performed on schedule-Provide weekly, monthly, and quarterly status reviews to executive board and steering committees-Ad hoc special projects and responsible for leading various project related deliverablesAccomplishments--Recognized by Paul Peterson and Mike Gaenzle for my PM work in delivering the PEP for the Institutional Business (2020)-Received Institutional Continuous Improvement Annual Award (2016) for Creation and Implementation of RM Coverage Model-Received Best Transformational Project Award (2015) For my role in the IRA Rollover Transformation Project-Promoted to Sr. Business Analyst in (2014)-Managed interns in creation of an activity calendar for Demand Studies-Managed and coordinated Demand Teams deliverables-Created a detailed Analysis of contractor vs. fte expense for HR, which identified cost savings opportunities-Assisted in the creation and design of the demand intake process and centralized help desk, which identified productivity improvements of 10-15% of servicing cost across the IR business-Performed analysis that identified inefficient and redundant activities within HR. Outlined a detailed approach to achieve 10-15% productivity gains by automating level 1 activitiesBelk, CHARLOTTE (08/11-04/12)Senior Financial Analyst- Project Management Office (PMO)Duties--Managed project financials, reporting, budgeting, forecasting, accounting, and invoicing-Review RFP, SOW, MSA and other related contracts or agreements impacting projects-Manage contract SharePoint database and reporting-Manage SW/HW procurement, amortization, and depreciation schedules-Provide weekly, monthly, and quarterly status reviews to executive board and steering committees-Performed ad hoc special projects and various productivity enhancementsAccomplishments--Implemented new project reporting and tracking document, including management routines-Streamlined project invoicing and reportingBANK OF AMERICA, CHARLOTTE (03/03- 07/11)Senior Finance Analyst, - Transportation Management/Enterprise LogisticsDuties--Financial manager for the Transportation Management LOB; $300MM of Direct Expense-Performing monthly, quarterly, and annual management routines. Including month-end and year-end closing duties, reconciliations, journal entries, forecasting, budgeting, cost allocation, and modeling.-Performed monthly presentations to Finance and Transportation Executives.-Responsible for management of Transportation Operations in the Midwest-Led project to optimize transportation routes resulting in $1.1MM in annual saves-Held weekly meetings with key business partners to provide financial guidance and to stay abreast of any new developments, review variances, and provide updates-Ensured that all financial reporting adhered to applicable GAAP/SOX rules & Compliance.*Creating Test Scripts, reconciliation between general ledger systems, KPI analysis, capital planning, variance analysis*Process mapping of key internal activities*Gap analysis, identifying audit issues, creating monitoring and control plans.*Working with cross functional teams to provide remediation of audit issues.-Performing required journal entries and accounting entries-Used Hyperion to input rolling forecast plan-Used Oracle for journal entries-Skilled with several accounting systems for data research, Insight, Hyperion, Business Objects, Access/SAP/Macros-Leveraged excel functions, v-lookup, macros, pivot-tables, and other formulas to create dynamic reports-Performed monthly power point presentation for key stakeholders-Work closely with Supply Chain, Operations, 3rd Party vendors, Accounting, Marketing, and Treasury Operations-Used Ariba to research and execute accounts payable orders-Worked with EssbaseAccomplishments--Recognized for excellent business partnering with my executive and other key leaders including Supply Chain Management, Risk and Quality-Recognized for leading a supplies reduction project with resulted in $1.8MM in saves over a two-year periodBank of America, CharlotteIntermediate Financial Analyst -Consumer Real Estate TechnologyDuties--Financial officer responsible for reporting, controllership, and accuracy of financial statements within Consumer Real Estate TechnologiesLOB, having a direct expense spend of $50MM.-Indirectly responsible for the total technology spend for Consumer Real Estate on its platforms and initiatives of ~$250MM-$350MM-Monthly Financial Reporting and reviews with Technology Executives-Forecasting and Planning (Monthly and Yearly) Budgeting, Cost accounting, activity-based accounting-Capacity Planning-Metric Analysis-Process Design(Routinely used Excel V-lookup, macros, pivot tables, and other formulas. Also created monthly PowerPoint presentations)Accomplishments--Recognized by Technology Executive of my business for my work in creating a bottoms-up operating plan for initiative spend-Recognized for my efforts in creation of a financial presentation explaining how our business would meet our expense reduction targetsBank of America, CharlotteProject Controller -Technology and Operation FinanceDuties--Managed the CCB portfolio of projects totaling $90MM-Key projects I participated in were as follows: TX Hardware Refresh, RBSI, HMDA, Teller Staffing Roll Out-Responsible for forecasting and analysis on projects, business partnering with Change Managers, Providing detail presentations to Corp Finance Officers and Tech and Ops Bus Leaders(Routinely used Excel Macros, Pivot Tables, V-lookup and other formulas)Accomplishments--Help create a standard capital expenditure request process that was adopted by the project organizationGeneral Electric Industrial Systems, Atlanta, Georgia; Plainville, CT (7/00 01/03)Received four rotations focused on building core technical abilities in Accounting & Finance.E-Productivity 4th RotationCreated & implemented Best Practice Six Sigma Receivables project designed to reduce aging and bad debt.-Gathered and analyzed trends using various statistical & database tools to identify critical Xs (minitab, Excel, Bus Obj,)-Used that knowledge to implement front end and backend process improvements to drive the reduction of aging receivablesResulted in a 15% improvement in the past due amount after 3mths.Financial Planning and Analysis 3rd RotationImplemented Asia Fixed Cost Six Sigma Project-Processed and mapped the flow of cost from initial transactions in various foreign subsidiaries to the final charge on the parent ledger.-Resulted in savings of 35KInternational Analyst & Treasury, 2nd RotationResponsible for managing international ledgers and balancing treasury account. (More data upon request)Sourcing 1st RotationUtilized information technology expertise while assisting in development and implementation of web deflation tracker.-Wrote specs for IT team for the development and implementation of Web deflation tracker. (More data upon request)ENTEPRISE SOFTWARE, DATA SYSTEMS EXPERIENCE-MS OFFICE-MS PROJECT-POWER BI-ORACLE-TABLEAU-ALTERYX-SALESFORCE-BUSINESS OBJECTS-CLARITY-SERVICENOW-HYPERION-MICROSOFT AZURE/D365-SEIBEL-SHAREPOINT-MS ACCESS-MYSQL-CLARITY/NIKU-VISIO-SAP-CONCUR-VARIOUS CLOUD BASED ERP SYSTEMS (NETSUITE)-VARIOUS DATAWAREHOUSE SYSTEMSJob Description - Summary:The Financial Analyst handle will reconciliation and closing of research projects. Reconciliation between general ledger system and grants module. (Same details in both systems). Verify no payments are due to Atrium from sponsor. Supports functions related to financial and business analysis; budgeting; capital planning; financial trends and variance analysis; business development and project management. Provides management with financial analyses that clearly identify areas of opportunities, measures current and future financial performance and explains variances.Top Required Skills: 3 years related experience in finance or accounting role Advance Excel skills, pivot tables and linking spreadsheets Financial analysis skills Accounting experience - month end close, creating journal entries.Preferred Skills: Experience in the healthcare industryResponsibilities: Prepares capital plans, execution documents, budgets and ensures adherence to pertinent schedules. Prepares monthly budget reports and works with management to assure action on variances. Monitors and reports benchmarking data. Ensures reporting of productivity, analyzes trends and reports recommendations to management. Reviews financial reports and analysis with management, both internal and external customers. Identifies risks and opportunities for financial performance, based on variance analysis. Performs ad-hoc analyses that includes but not limited to 1) Program review, 2) Revenue, FTE, expense trend analyses, 3) KPI performance, 4) business development assessment. Utilizes various financial and business intelligence systems to mine operational and financial data. Develops key deliverables and reports in a logical, clear and concise manner for senior level management.Education: Bachelors degree from an accredited college with a degree in Accounting, Business Administration, Healthcare Management, Finance or related field is required. Masters degree or professional designation (CPA, CMA) is preferred. |
