Business Analyst Process
Resume:
Manuel Bravo
PROFESSIONAL EXPERIENCE
September 2022 – Present
Crown Administrators
Financial Analyst-Senior
●Monthly Financial Reporting using Salesforce and NetSuite
●Monthly Financial Expense Forecasting for all departments
●Monthly Revenue Comparisons generated from internal and external entities
●Monthly Sales Enrollment comparisons
●Complied various Salesforce Reports to a Monthly Agent Commissions payment
●Upload Commissions entries into NetSuite
●Exported and Upload Financial Statements into NetSuite
●Composed Salesforce Invoicing to Vendors
●Complied Annual Vendor 1099 Forms
●Renewal Annual Vendor insurances
May 2021 – August 2022
Sports Clips
Business Analyst
●Business Process Improvements using Tableau
●Gather Requirements from Regional Sales Directors
●Test those environments to meet maximum outcomes
●Document Requirements, outcomes and best results for Stakeholders
●Diagram workflow for Financial and Operational Teams to determine business processes and models.
●Tracking of assets for pricing and maintenance requirements.
●Weekly Reporting on Potential Operational Costs (Sales Team)
May 2020 – April 2021
Freelancing
Business Analyst
●Business Process Improvements using Tableau
●Executed statistical data analysis for accurate reporting maintenance
●Weekly Reporting on Potential Operational Costs
●Build and Maintained Monthly Reporting
March 2020 – March 2020
Global Resale
Business Analyst
●Data Gathering and Business Process Improvements
●Diagram workflow for HW Team to determine business processes and models.
●Tracking of assets for pricing and maintenance requirements.
April 2019 – February 2020
Veterans Affairs - Austin, TX
Business Analyst
●Tracking of VA assets for pricing and maintenance requirements.
●Improve workflow using LDTI, Data Mgmt
●Business Processes based on Federal Guidelines, Contracts.
●Led team of three to automate the Processes of Software and Hardware Updates.
●Data Gathering and Business Process Improvements
●Executed statistical data analysis for accurate reporting maintenance.
●Diagram workflow for HW Team to determine business processes and models.
October 2018 – December 2018
Charles Schwab - Austin, TX
Business Analyst/ Senior Financial Analyst
●User Acceptance Testing
●Testing the environment, to verify the software application and move production integration.
●Tracking and analyzing Business Processes
●Diagram Workflow for Newly Created Media Group.
●Configure Requirements using Salesforce.
●Presented to Director of Media Group Procedures using Confluence to Track Business Processes
●SQL to monitor and build models and Shared it on Conflurence.
●Communicate w/ Stakeholders to facilitate Business Models
●Test Environment to meet optimal results.
●Business Models for finance and media reports.
June 2016 – September 2018
ForcePoint CyberSecurity – Austin, TX
Business Analyst/ Senior Financial Analyst
●Tracking of hardware and software on monthly/quarterly basis, inquiring about any issues of insufficient funding
●Build and Develop Business Requirements using Salesforce.
●Supervised team with Stakeholder meetings and gathering requirements to meet desired requirements.
●Build Procurement Procedure to maintain and track inventory/ POs using Ariba Software.
●Agile cross referencing with Stakeholders
●Diagram Business Process Improvements using SalesForce validating security data.
●Querying of analysis and providing those analysis to department supervisors
●Report to VP Controller with analysis on a daily basis
●Provide comprehensive analyst using various sources to tie analysis back together
●Weekly Reporting on Potential Operational Costs (Sales Team)
●Worked with Project Managers to perform report analysis.
●Operational Cost Efficiency using Tableau
●Responsible for Extracting data from several different source using SQL
●Secure Client information by tracking data and its functionality.
●Presented and Managed Financial Reports for Applied Materials Client.
●Gathered business methodology with Stakeholders using Agile Project Mgmt.
●Data Gathering and Business Process Improvements
●Business Gathering and Analysis using Tableau
●Expert knowledge of MS Excel, Access, PowerPoint
●Use Pivot Table for large amounts of data to create reporting
●Using Pivot Tables, Vlookups, Macros
●Prepared data sets and statistical reports to maintain the finance organization on a weekly and monthly basis
• Performed and executed Key Performance Indicators to Upper Management team
May 2013 – May 2016
AT&T – Austin, TX
Business Analyst/ Senior Financial Analyst
●Excel VBA to create more sophisticated reporting to clients and end users
●Understand various complex contracts required to meet our clients needs.
●Analysis of Contractual Agreements Internal and External Requirements.
●Gather and Automated Reports using Tableau
●Gather data for Business Requirements applying that information using Salesforce.
●Using Tableau to show real time and potential Revenue Growth.
●Ariba experience to track POs/ Invoices and to suggest other potential Vendor growth.
●Tracked Potential Sales and Cost for Sales Team using Oracle ERP Systems
●Accessing and managing Change Management. Test Environment and Risk Management
●Communicate with Stakeholders to meet Business Requirements.
●Eagle Pace Data Management Solution
●SAP for Customer Operational and Financial Analysis
●Export and Import from the database to maintain the accuracy of Financial Operations
●Maintain and Provided Detail Analysis on Corporate Cards
●Prepared data sets and statistical reports to maintain the finance organization on a monthly, quarterly and annual basis
●Gathering Data from various sources to build Business Process
●Pivot Tables and complex macros to build Business Process and Reporting
●Agile Methodology
●Proficient in MS Access, Excel, using Pivot Table, Macros, Graphs, PowerPoint
• Performed and executed Key Performance Indicators to Upper Management team
●Presented and Managed Financial Reports
April 2011 – May, 2013
RMM Online Advertising – Austin, TX
Senior Financial Analyst/Business Systems Analyst
●Excel VBA to produce business initiative and Adhoc Reporting
●Maintained Sales and Cost using Oracle ERP System.
●ERP System tracking of potential Sales Growth.
●Directed Facilities projection for Ad-hoc Reporting
●Transitioned call centers phones to Cisco ICM/ Ayava
●Build Waterfall scenarios for Call Centers Cost
●Expert Level in Macros, Pivot Tables, Vlookups, SQL
●Managing State Agencies, Complying with State Regulations, Fixed Income
●Ability to analyze and communicate to all Directors the Business Processes using
QuickBooks
• Performed and executed Key Performance Indicators to maximize our ROI
●Presented and Managed Financial Reports to Program Directors, Managers, and upper Management
●Provide Project Managers with detailed analysis of Return on Investment
●Provide a detail analysis to all Directors on Headcount, expenses, and revenue generated
October, 2006 – April, 2011
TX Medicaid & HealthCare Partnership (TMHP) – Austin, TX
Business Analyst
●Review and analyze State Funded HealthCare Contracts
●Led team of four to meet various compliance in regards of State Contractual Agreements.
●Comply with State regulated Contracts (Medicaid, Medicare).
●Diagram and Document Business Processes for Program Compliances.
●Budgeting and forecasting
●SSAS/OLAP
●Audited the Data to provide Quality Analysis to HHSC thru our Reporting Compliance
●Managing Test Environment, Change Management
●Team up with IT to facilitate conversion from PeopleSoft to Oracle
●Directed facilities projections for special projects
●Ability to analyze and communicate to all Directors the Business Processes using
Oracle Financials
●Manage Monthly, Quarterly and Annual State Financial Reporting
●Proficient in MS Access, Excel, using Pivot Table, Macros, Graphs, PowerPoint
●Presented and Managed Reports to Program Directors, Managers, and upper Management
●Provide State with detailed analysis of all company assets
●Quarterly and annual reporting of all HW/SW to the State
●Prepared and analyzed all capitalized items- Inventory Analysis
●Provide a detail analysis to all Directors on Headcount, expenses, and revenue generated
●Worked with Procurement Group on Inventory Accuracy
●Revenue recognition
●Tracking of labor cost/headcount
September, 2005 – September, 2006
Hart Inter – Civic – Austin, TX
Senior Cost Analyst
●Project summary analysis/Commission analysis
●Reported to CFO on Financial/ Expense Reports
●Provided a comprehensive analysis of commissions
●A/P job coding
●Budget and forecasted special projects
●Inventory – worked with IT and Procurement Group on Hardware/ Software Tracking
●Accrual review
January, 2001 – September, 2005
The Kucera Management, Inc. – Austin, TX
Financial Analyst
●Managed Budgeting & Forecasting for several properties in various locations
●Gathered and implemented special financial reports as requested by President, CFO, and General Partners
●Responsible for bank reconciliation
●Managed a detailed analysis of all Capitalized Items
●Prepared comprehensive detailed analysis of all Hardware/Software
●Worked with Procurement Group on Accurate Inventory Tracking
●Provide Directors with a comprehensive analysis of all expenses and revenue generated
●Handled and reviewed A/P & A/R
●Prepared and managed monthly reports for all properties
●Implemented special financial reports (monthly, quarterly & annual) for the CEO and general partners
●Analyzed accounts for raw materials, paper products
●Reviewed inventory count/reserve and sales
●Monitored accounts on a daily basis
EDUCATION
Syracuse University, Syracuse, NY
Bachelor of Science
Major: Economics
SKILLS
Proficient in Oracle ERP, MS Office, Excel, LDTI,MS Azure Power Point, Access, Word, PL/SQL, QuickBooks, JD Edwards, Crystal Reports, Hyperion, Pro4c, Argus, MRI, AS400, MAS90, and ADP Fluent in Spanish.
Contact this candidate