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Skills

  • Financial Modeling and Analysis
  • Project organization
  • Predictive modeling
  • Needs assessments
  • Budgeting and forecasting
  • Cross-functional team collaboration
  • Data governance and quality assurance
  • Data extraction from process systems
  • Variance analysis
  • Problem resolution

Work Experiences

  • Automated variance analysis.
  • By closely supervising the workflow of claims analysts and mail clerks, I was able to close process gaps and encourage optimal productivity.
  • Combed through files, records, and other documents in order to gather business data and key data that would help me respond to development requests.
  • Provided procedure operational support for a high-volume financial institution in a fast-paced 24-hour work environment.
  • Built performance review templates for senior management, streamlining progress tracking and aligning initiatives with corporate strategy.
  • Developed and improved intelligence resources to make framework more consistent.
  • Collaborated with cross-functional teams to revamp the budget allocation process, significantly reducing unnecessary expenditures by $6.
  • Collaborated closely with all product development departments to create and maintain marketing materials for sales presentations and client meetings.
  • Achieved Excellence Award for delivering a comprehensive risk analysis of potential initiative, providing actionable insights that mitigated standard.
  • Developed method metrics derived from raw company data to track improvements in organizational efficiency.

Summaries

  • Business and system requirements, user acceptance testing, and end-user training are all areas in which he excels.
  • Adept at identifying growth opportunities in new markets through thorough market analysis, leading to 67% revenue increases.
  • Adept at automating real-time KPI dashboards.
  • Clear understanding of strategic planning and data analysis as well as project management training.
  • Senior Business Planning Analyst with 17 years of successful risk assessment and data analysis experience.
  • Within Miscellaneous, senior Senior Business Planning Analyst and outstanding performer in workflow optimization and stakeholder engagement.
  • Achieved results in 4 critical regions.
  • Achieved savings through process optimization.
  • Accomplished in building scenario-based financial models that supported real-time adjustments during process, averting a projected 59% revenue loss.
  • Achieved $10,000 in cost savings by spearheading business integrations and reducing process redundancies by 23%.

Accomplishments

  • Utilized system to automate data collection processes, improving reporting speed by 78% and enabling real-time business insights.
  • Led cross-departmental teams in implementing a new enterprise resource planning (ERP) system, reducing manual workloads by 34% and increasing data accuracy.
  • Documented and resolved procedure which led to program.
  • Collaborated with 17 department heads to align annual operational plans with corporate goals, ensuring a 73% alignment rate.
  • Developed and launched performance tracking templates, improving senior management visibility into logistics KPIs and aligning strategic initiatives.
  • Orchestrated executive-level presentations that supported Summit Group's strategic goals, increasing stakeholder buy-in on initiative by 20%.
  • Standardized reporting protocols across 10 divisions, reducing reporting inconsistencies by 25% and improving stakeholder confidence.
  • Created KPI-centric dashboards, empowering engineering with actionable insights and significantly improving real-time decision making.
  • Worked closely with process team to identify cost inefficiencies, realizing $18 in annual savings through process optimization.
  • Facilitated cross-departmental adoption of planning tools, boosting team collaboration by 65% and reducing decision-making time by 16 days.

Affiliations

  • Society of Women Engineers
  • Financial Executives International (FEI)
  • Predictive Analytics World (PAW)
  • Association of Information Technology Professionals
  • International Council of Nurses
  • Lions Club
  • International Association for Quantitative Finance (IAQF)
  • Project Management Institute (PMI)
  • Society for Business Analysts (SBA)
  • Association for Computing Machinery

Certifications

  • Supply Chain Finance Certification - metric
  • Certified Financial Planner (CFP) - CFP Board
  • Cisco Certified Network Associate (CCNA)
  • Certified in Production and Inventory Management (CPIM) – APICS
  • Digital Transformation Leadership Certificate - metric
  • Advanced Microsoft Excel Certification - method
  • Operational Excellence Certification – Lakeside Partners
  • Google Certified Professional Cloud Architect
  • Advanced Financial Reporting Certificate - framework
  • Certified Corporate FP&A Professional - AFP

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