Functional Skills

Financial Modeling
Financial Planning & Analysis (FP&A)
Data Modeling
Data Visualization / Reports
Data Collection / Research

Software Skills

Tableau
Microsoft Excel
Microsoft Excel Macros
PowerBI
Data visualization
Database design
Microsoft PowerPoint

Certifications

CFECertified Fraud Examiner
MCPMicrosoft Certified Professional

Sector Experience

Healthcare
Financial Services
Business Services
Social & Public Sector
Real Estate

Languages

English
19
minutes

Avg Response Time

6
jobs

Jobs Completed

205
hours

Total Hours Logged

18
years

Years of Experience


Fortune 500

Experience

 
Excel Advice, Inc. Management Consulting
CEO
10/2012 - Present
● Capabilities: Dashboard Creation, Metric Reporting, Customized Technical Trainings · Scripting Computer Codes · Design and Revamp Tracking Tools · Data Forensics · Data Cleansing and Forecasting · Research Legislative Compliance
● Client Portfolio: Teladoc · Deloitte · Marriott · NY State AG's Office · PraxAir · U.S. Army · eConsulting Group · Department of Homeland Security · U.C.S.D. · SeniorQuote · Evari GIS · Chesapeake Hospitality · Cecelia Healthcare · Ukulele Manufacturing

Small Business Administration Accounting
Lead Budget Analyst
01/2021 - Present
● Lead Budget auditor and financial liaison SBA HQ management and national field offices / departments, loan processing centers, ensuring centers administrative budgets are liquid and balanced
● Maintains budget library containing past, present, and future budget submissions and SBA chargeback information which includes historical budget information, legislative history, and historical budget subsidy information

Purisolve Management Consulting
Senior Business Analyst
06/2014 - 07/2020
● Designed reporting methods and recommended new/updated requirements gathering to enhance productivity
● Script queries for extracting data from IRS systems via SQL & BOE. Data refined in Excel and results distributed accordingly
● Aggregated and reported, National Public Pension Plan data, for all US Municipalities; review Annual Required Contributions, Pension Benefit, Obligations, Pension funding shortfalls etc. Create heat maps based on Census Bureau T.I.G.E.R. data files

Capital One Financial Operations
Senior Business Analyst
07/2013 - 01/2014
●Manage all Excel databases, aggregating overall production with analysis, research & reporting of overall department production
●Analyze data of PCR inflow and processing activities; confirming bank regulations and c standards are upheld and/or addressed
●Exercising agile methodology and waterfall methodology in daily production of PCR, IFM, and CCR.’s

AMN Healthacre Accounting
Corporate Trainer / Billing Specialist
01/2011 - 10/2012
●Created and taught company wide MS Excel classes; Beginner, Formula, Pivot Table, Chart/Graph classes. Total attendees 350 +
●Audit medical billing to ensure full contract compliance, meeting state and fed payroll regulations
●Managed $2 million+ weekly billing, utilizing APeX, PeopleSoft, PeopleClick, Excel for internal & external vendors/customers

Exodus Recovery Accounting
Financial Data Analyst
05/2009 - 07/2010
●Designed and created numerous MS Excel databases and dashboards for management, analysis and reporting purposes
●Aggregated data from Anasazi Computer Software used for billing, auditing, contacting clients for follow-up, analyzing service trends, updating and analyzing diagnosis’s, updating client insurance coverage’s etc.
●Exercised Agile Methodology managing facility, streamlined financial analysis, front desk operations, addressed clients concerns etc.

Community Research Foundation Accounting
Accounts Payable Clerk
08/2007 - 07/2010
●Trained employees on Excel and Anasazi software and provided IT support. Provided database management creation & support
●Aggregated financial data from 32 satellite sites used to generate company’s key monthly ‘Scope Report’ showing Y.T.D. productivity

PineLawn Power Accounting
Accounts Payable
08/2006 - 06/2007
● Aggregated emails & U.S.P.S. mail. Reconciled invoices with purchase orders. Updated GP MATE inventory computer software
● All A/P was reviewed with 3/Way reconciliation. Information was organized before being presented to office manager
● Created and distributed instructional training manuals to colleagues. Prepped conference room for staff training

Suffolk County Community College Other
Lead Accounting / Business Tutor
08/2005 - 06/2007
● Lead tutor for the community college's business department
● Oversaw all tutors for Accounting, Business, Business Math, Business Law