Business Intelligence / Development Skills
Solid background in both Analysis and Technology
Strong passion for reporting and Business Intelligence Tools, background in related technologies:
oStatistical Analysis, Excel, Powerpivot, Power BI, DAX, Excel VBA / Macros, SQL, SSIS, SSMS, SSRS, Data Modeling, Access, C#
Expert with SSIS, SQL, Powerpivot, Power BI, DAX, and macros in Excel
Excellent understanding of data modeling, data warehousing, and databases
Experience building many types of reporting
oIncome statements, ROIs, headcount tracking, KPI tracking, team planning, executive dashboards
Developed and streamlined many processes in excel
oROIs, Accruals, journal entries, budget tracking, headcount tracking
Strong experience creating queries to pull data using Powerpivot, SSIS, SSMS, SSRS, Tableau, and Crystal Reports
Highly proficient with technology, strong ability to pick up new software quickly
Able to Manage Highly Complex projects in great detail
Other Qualifications
Specialist in reporting and analysis
Extremely Self-driven, able to drive tasks with little direction
Strong, Motivating Leader, Managed team of 9 Financial Analysts
Able to Manage Highly Complex projects in great detail
Very Responsive, even during busy times will always give a timely reply to email
Excellent written and verbal communication in various settings
Able to manage a high work-load without losing focus on priorities
Adept at researching topics and processes and adopting/creating best practices
Highly adaptable to change
Apply Constant Improvement to all aspects of my work and leadership
Certifications
MCSA: SQL Server 2012
MS 70-462 Administering Microsoft SQL Server 2012 Databases
MS 70-463 Implementing a Data Warehouse in Sql Server 2012
Microsoft Specialist: Programming in C#
MS 70-483 Programming in C#
Microsoft Certified Professional: T-SQL
MS 70-461 Querying in SQL Server 2012
Education
BACHELOR OF SCIENCE IN ACCOUNTING - Minnesota State University of Moorhead, Minnesota
Accounting/Finance Skills
Analysis
Auditing
Budgeting
Forecasting
Report Building
People Management
Team Planning
Process Onboarding
Hieararchy Management
Accounts Payable
Accrual Processing
Spend Tracking
Budget Restatements
Actuals Restatements
Journal Entries
Statistical Analysis
Project Management
Statistical Analysis
SQL Querying
OLAP/Excel Pivot Tables
Software Skills
Crystal Reports
Lync
MS Access
MS Excel
MS Infopath
MS OneNote
MS Outlook
MS Powerpoint
MS Project
MS Visio
MS Word
Power BI
Power View
PowerPivot
Power Query
Sharepoint
Sharepoint Designer
SQL Server Integration Services
SQL Server Reporting Services
SQL Server Management Services
Dynamics CRM
Dynamics GP
Work Experience
Senior Business Intelligence Analyst– Microsoft (contractor)
Oct 2015 – Present
Create and Manage Dashboards for Sales Pipeline and Deal Compliance
Create new Business Intelligence Reporting for sales teams for sales opportunities
Update and Maintain Partner Grid Opportunity Tool
Support Sales Excellence Managers in any ad-hoc BI requests
Systems Analyst– DMS Health Technologies
Oct 2014 – Oct 2015
Lead Business Metrics Creation Project across company, create automation to collect data each period
Support Microsoft Dynamics CRM and FieldOne Ipad application, create CRM solutions
Support Microsoft Dynamics GP and help to train users on its use
Build and Maintain Business Intelligence Reporting in Reporting Services and Tableau
Build and Maintain integration and automation jobs in Sql Server Integration Services (SSIS) and Scribe
Manage security across all applications including Sharepoint, GP, CRM, SQL Server
Maintain databases in Microsoft SQL Server
Troubleshoot issues across all systems
Business Analyst– Sanford Health
Jan 2014 – Oct 2014
Create and maintain personalized reporting dashboards for upper management
Write SQL queries in SSMS for data requests and trouble-shooting data issues
Construct ROI's and perform analysis on new areas of business
Write Excel VBA solutions to streamline accounting and finance functions
Create reporting solutions through Crystal Reports for various business needs
Determine best business statistics to measure performance of various areas and track daily & monthly statistics
Business Operations Coordinator – Sanford Health
Oct 2012 – Jan 2014
Create and maintain personalized reporting dashboards for upper management
Regularly create ad-hoc reporting business intelligence reports to identify problem areas and emerging trends
Meet regularly with managers and executives to review their financial information
Collaborate with upper management to assemble budgets
Investigate revenue-mapping issues and collaborate with managers and IT to resolve quickly
Create large and detailed ROI’s for new clinics and hospitals and other smaller projects
Finance Team Lead / Senior Analyst – Microsoft (contractor)
February 2011 – October 2012
Managing team of 9 Financial Analysts
Communicate Financial Information to High-level Managers
Used powerpivot to collect data from multiple sources and create monthly financial statements
Greatly improved efficiency of accrual process by streamlining process in excel
Collaborate with Marketing to drive Efficiencies
Overseeing multiple long-term reporting projects across our team
Stream-lined spend-tracking processes across team
Created automated reporting process to push budget report data to each county’s OEM regional manager weekly
Designed excel-based tool to stream-line journal entry process
Reporting Analyst II – Microsoft (Contractor)
June 2010 – February 2011
Created and maintained budget and forecast reporting for OEM Marketing expenses
Oversaw several accounting/finance processes for OEM Marketing
Applied governance to ensure consistent support across our team
Managed budgeting/forecasting tracking and communications with marketing
Led many process improvements across our group
Financial Analyst - Microsoft (Contractor)
June 2008 – June 2010
Built and automated multiple reports tracking operating expenses and headcount
Communicated detailed financial results to business managers
Reviewed invoices and journal entries for misstatements and made appropriate correcting entries each period
Accurately processed accruals and cross-charges
Assisted managers with resolving Invoice and PO Issues regularly
Accurately entered and tracked budget and forecast information
References
Tracie Tveito
Finance Manager
actpg9@r.postjobfree.com
Deb Rembolt
FinOps Accouting Services Director
actpg9@r.postjobfree.com
Alfonso Zavala
Finance Manager
actpg9@r.postjobfree.com
Karyn Lizzi
Finance Manager
actpg9@r.postjobfree.com