Financial Analyst Data
Resume:
RACHEL DANIEL
Dallas TX
**********@*****.***
AGILE PROJECT MANAGEMENT SOLUTIONS DEVELOPMENT DEPLOYMENT CLIENT RELATIONS
Results-driven, goal-oriented Professional with extensive Agile Project Management/Software Telemedicine lead/Financial Analyst/Scrum Master with a solid track record of success in delivering quality projects on time and within budget. Distinguished ability to employ problem solving and decision-making skills to quickly deliver solutions to complex problems. Adapt at driving full project lifecycle from concept, design, development, testing, and delivery. Abilities to establish and maintain productive relationships across all organizational levels. A good mastery of collaboration with multiple team members across different geographic areas alongside tracking progress against timeline, milestones and budget revise as needed.
• Team Leadership: Built and facilitates talented cross functional teams and coordinating between in-house and client teams and keeping stakeholders informed of progress and milestones
• Business Integration: Led integration of systems, processes and workflows for multiple projects
• KPI Dashboards: Built KPI dashboards that improved the accuracy, transparency through Sprint reports and planning for numerous project forecast
• IT Infrastructure: Evaluated and streamlined core IT systems for multiple projects establishing scalable platforms supporting business growth and strengthened information security
OVERVIEW
If we do not lay ourselves in the service of mankind whom should we serve? John Adams
Microsoft Office (Advanced Word, Excel + Financial, PowerPoint, and Outlook) ● Microsoft Project and Project Server 2007/2010, Portfolio Capacity Planning ● Agile Methodology and Waterfall ●MS Excel data analysis and metrics ● Kanban Processes ● Jira ● Data Migration ● Data consolidation/integration ● Data replication ● Data Mapping ● Team foundation Server ● SharePoint ● Kanban ● Software Development ● Quality Assurance ● JIRA ● SDLC ● Agile Methodologies ● Scaled Agile Framework
Microsoft Office (Advanced Word, Excel + Financial, PowerPoint, and Outlook) ● Microsoft Project and Project Server 2007/2010, Primavera, and Portfolio Capacity Planning ● Agile Methodology and Waterfall ●MS Excel data analysis and metrics, Pivot Tables, dashboard metrics and Visio) ● Kanban Processes ● Jira ● Clarity ● PMBOK ● Data Migration ● Data consolidation/integration ● Data replication ● Data Mapping ● Team foundation Server ● SharePoint ● Kanban ● Software Development ● Quality Assurance ● JIRA ● RTC ● SDLC ● Agile Methodologies ● Scaled Agile Framework
Financial Analyst & Scrum Master
Early Bird Moving & Logistics July, 2018 – Ongoing (Contract) Dallas, Texas Early Bird Moving is a well-established transportation and logistics company based in Dallas, Texas and serving all 50 States of the United States of America with moving and logistics fulfillments of freight and household goods. My focus in the company is to manage the company’s finances on daily basis, with different fulfillments made in different states, and a recollection of this data is done by an Agile finance team for analysis and projection. I facilitate and lead the Agile teams across the entire organization hole. Responsibilities
• Compiled group-level KPI reports
• Collected, analyzed, and managed quantitative data and created meaningful reports to lead business improvement and 30% cost reduction
• Led a department and provided guidance to a team of 10 members, coached and facilitated the Agile team to increase throughput by 17% using continuous improvement and collaboration techniques.
• Initiated and facilitated test-driven development the projects, leading to increase in quality according to benchmarks analyzed against historical data.
• Delivered Scrum and Agile processes and programs, including sprint planning, daily scrums, sprint reviews, and sprint retrospectives; and coached team members and clients on the Agile processes engaged in the project.
Environment: Scrum, Microsoft Server Reporting Services (SSR), Move Board, Online-Banking CORE COMPETENCIES
PROFESSIONAL EXPERIENCE
TECHNICAL SKILLS/TOOLS
If we do not lay ourselves in the service of mankind whom should we serve? John Adams
Credit Administrator & Tester
GuideHouse, June, 2020 – August 2020 (Contract) Dallas, TX GuideHouse is a financial house for lenders and borrowers, and works with several clientele to provide loans at different levels and amounts. I had a great experience working on a 4-months contract with them, analyzing and processing quite a considerable number of loans. Responsibilities
• Processed loans of different amounts and for different clients
• Followed and implemented Federal Guidelines in accordance with loan origination processes
• Implemented technological solutions in relation to clients’ needs
• Conducted loans intake for several clients
• Prepared and made reports to upper management according to standard procedures and practices, and carried out risk management strategies to safeguard against threats. Environment: Microsoft Word/Excel/PowerPoint, Mainstream Lending, Salesforce, SharePoint Account Specialist
Mr. Cooper March, 2018 – June 2018 Dallas, Texas
Mr. Cooper is one of the largest Home Mortgage Servicing companies in the United States. Formerly known as Nationstar Mortgage Holdings Inc., the company operates a servicing portfolio of approximately $500 billion with about 7700 employees. My assignment with the company was for a temporary base account servicing activity, which included analyzing and issuing lines of credit for reverse mortgages and operating with an Agile environment. Responsibilities
• Analyzed and corrected tittle policies, loan applications, loan agreements, and appraisals.
• Analyzed first mortgage, second mortgage, first note, second note.
• Contacted appraisers, title companies, settlement agents, and underwriters to obtain data for each customer account for analysis
• Uploaded documents into HUD folders and resolving corrections
• Researched company information and contacts, and submitting daily productivity spreadsheets.
• Collaborated with teams in an Agile environment and making deliverables on time, respecting Agile principles.
Environment: Microsoft SQL Server, HUD Database, Agile. Business Operations Officer
EB Tax December, 2012 – January, 2018, Dallas, Texas EB Tax is one of the major tax company headquartered in Dallas, Texas. The Tax Service offers financial consulting, tax preparation services, and tax planning. My role in the company was to If we do not lay ourselves in the service of mankind whom should we serve? John Adams
work with the business and financial team to provide analysis to upper management in an Agile environment and using Agile approaches.
Responsibilities
Worked with business and finance team to gather data and analyze data to provide matrix for decision making
• Evaluated loan applications and documentation by confirming credit worthiness.
• Completed loan contracts by explaining provisions to applicant; obtaining notarized signatures.
• Organized teams to facilitate tax software applications in an Agile environment
• Facilitated team assignments and work directly with management to make reports on the different operational areas of the company, providing matrix charts and diagrams for visual analysis and recording.
Environment: Agile, Microsoft, Tax Software including Drake and ProTaxPro, EPS Master of Science, Finance 2019
GPA: 3.02
Cox School of Business, Southern Methodist University, Dallas, TX Bachelor of Science, Economics & Finance 2017
GPA: 3.57
Southern Methodist University, Dallas, TX
Associate of Business 2015
GPA: 3.78
Tarrant County College, Arlington, TX
Professional Scrum Master (PSM1) Scrum.org
Blomberg Financial Markets Certification
PMI Agile Certified Practitioner PMI-ACP (In process)
§ 40 hours of Voluntary services to Mission Arlington
§ Founding President, Women’s Corner
§ Member of Scaling Agile Meetup group since 2015
EDUCATION/CERTIFICATION
VOLUNTEERISM
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