Dynamic and results-oriented professional equipped with extensive years of experience and well-honed skills in financial and business analysis. Known for expertise in finance/risk error identification and resolution and comprehensive reports development. Demonstrate high level of professionalism and excellent work ethic in building positive working environment and accomplishing multiple duties within time constraints. Areas of expertise include:
Technical Documentation Finance/Risk Error Identification Conflict Resolution
Data Management Reporting and Presentation PeopleSoft HR SQL General ledger reconciliation Financial reporting Process Service manager 9 Lotus Notes Kronos 6.3 timekeeper/hr Suncoast solutions e-clinical works Numara trackit Microsoft dynamics sl
CAREER HISTORY
Chapters Health System, Temple Terrace, FL (Mar 2015–Present)
HRIS Systems Analyst/Business Analyst Mar 2015–Present
Manage vendor as appropriate
Ensure all interfaces with Kronos system is working properly
Provide training as required
Communicate new IT system functionality to uses as it is available
Ensure viable testing environments for Kronos system
Manage upgrades:
oDevelop work plan for major upgrades.
oMaintain documentation related to upgrade/patch.
oOrganize and oversee testing for upgrades and patches.
oCoordinate user acceptance testing with Business Owners.
oCoordinate with other CIT staff, as needed, to facilitate upgrade/patch.
oCoordinate with vendor to facilitate upgrade/patch.
Provide Level 3 technical support for issues and escalate issues to systems vendor as required
Work with IT systems vendors' Support and Development team as appropriate.
Set up new users, manage security, and remove computer access for terminated employees.
Manage all related projects through full systems life cycle
Coordinate complete and accurate systems documentation as required.
Work with other team members to coordinate related functionality and interfaces.
Participate in Root Cause Analysis (RCA) and Continuous Improvement activities.
Participate in other projects as assigned.
Surgical Technology Educational Services/Higher-Ed Staffing, Tampa, FL (Apr 2014–March 2015)
Office Manager April 2014 – March 2015
Developed the 2014-2015 operational and start-up budgets
Created client database
Maintained local clients services (staffing and accreditation services)
Developed and maintained tracking spreadsheets for all client activity
Assisted in sourcing and hiring new staff for internal and external clients
Citi, Tampa, FL (Mar 2012–Apr 2014)
Data Warehouse Operations Support Senior Analyst Mar 2012–Apr 2014
Coordinate activities with the Operations unit in Tampa
Coordinate data quality and data feed issues with source systems
Perform root cause analysis of operational process issues.
Assist data quality team with technical and functional expertise in identifying and defines data quality solutions.
Liaison activities with project and development teams.
Maintain Standard Interface Template and Field Edits Documentation
Maintain operational relationships with the source systems and System To Employee Approver Manager
Creating a SQL business script and query
Uploading the query results to an excel and text delimited format for analysis
Create a PeopleSoft functionality where user can upload file and data validation embedded in the process
Citi, Tampa, FL (Jun 2004–Mar 2012)
Basel Reporting Operations Requirements Analyst Dec 2010–Mar 2012
Render assistance in delivering requirements and enhancements throughout the system development life cycle as well as in resolving case of production issues.
Attend in regular month-end cycle reviews within Basel Reporting Operation to determine needed enhancements to improve data quality and throughput.
Engage in requirements testing as well as user acceptance testing (UAT) and results validation which may result to component sign-off; participate in release-level sign-off analysis, as necessary.
Facilitate comprehensive user training.
Support the delivery of enhancements by coordinating with business sponsors, such as Optima Technology, Basel Reporting Operating, and others throughout the System Development Life Cycle.
Perform root cause analysis and explain drivers of reconciliation differences, data quality issues, and variance analysis to key customers
Engage key stakeholders to explain reasons for variances/data quality issues, drive stakeholders to implement sustainable solutions
Resolve and drive resolution of complex issues
Assess effectiveness of controls, communicate gaps to management, and enhance where required.
Basel Operating Senior Analyst Mar 2010–Dec 2010
Prepared and administered manual or system-generated finance/risk matching summary report.
Identified and investigated finance/risk matching errors relevant to existing open Mercury Quality Center (MQC) items.
Handled and prioritized critical finance/risk summary report issues in collaboration with Product Control, Technology, Credit Risk, and Finance departments.
Addressed finance and risk pairs to resolve related issues, and conducted monthly follow-ups with source system owners until all issues were resolved.
Highlights:
Took charge in recommending enhancements, testing, and stakeholders in project documentation for the finance/risk matching error reporting.
Recognized as finance/risk matching error specialist, responsible in participating in Production Basel daily end-to-end status call.
Facilitated escalation process and prioritized material issues in identifying finance/risk errors.
Developed and optimized operations by providing assistance to and collaborating with Data Management Team Leader.
Basel Operations Senior Financial Analyst Mar 2006–Mar 2010
Engaged in long-range financial forecast analysis and development. Extensively reviewed and modified rates, charges, and fees which were based in projected financial requirements.
Highlights:
Conducted monthly Optima Data Acquisition monitoring and sourced opportunities for improvement or automation with the new Optima platform.
Actively participated and supported user acceptance testing (UAT) of new strategic technology for analysis and reporting (STAR) functionality.
Information Technology Project Coordinator/Consultant Jun 2004–Aug 2005
Rendered proactive administrative support to project manager and technical lead.
Scheduled meetings for inspections of business required documents (BRD).
Higher Education Coordinating Board, Olympia, WA (May 2000–Jun 2001)
Office Assistant May 2000–Jun 2001
Took charge in managing database systems and inventory.
Handled data collection system and provided recommendations as needed.
Proficiently extracted requested data or information by reviewing file records and other supporting documents.
Actively organized calendars and schedules of appointments.
Accounted in preparing agenda and recording minutes of the meetings; responded and transferred phone inquiries.
EDUCATION
Master of Business Administration in Finance, March 2014
Nova Southeastern University, Tampa, FL
Bachelor of Science in Business Administration, May 2004
Saint Martin University, Lacey Olympia, WA
TECHNICAL ACUMEN
Microsoft Office Word Excel PowerPoint Access Project Outlook
Hewlett Packard Quality Center SQL PeopleSoft Data Warehouse Infrastructure
Visio FrontPage 2000 OneNote Hyperion 9.3 Lotus Notes Service Manager 9 SnagIt 9 Cognos Business Objects SharePoint Kronos 6.3 Timekeeper/HR/Payroll Suncoast Solutions EClinical works Numara TrackIt Microsoft Dynamics SL Crystal Reports Viewer