Financial Analyst Data

Financial Analyst

Qualifications Profile

Goal-driven and analytical professional with extensive experience in examining financial data to support companies and senior leadership in making sound business decisions. Recognized for over 15 years of expertise in conducting top-notch financial analysis and investigations that resulted in millions of dollars in savings. Well-versed in creating financial forecasts and models, managing deadline-driven projects, and delivering results within schedule. Equipped with articulate communication and interpersonal skills in building positive work relationships with professionals at all organizational levels.

Areas of Expertise

Financial Planning and Analysis (FP&A)

Quantitative and Qualitative Analysis

Fraud Investigations

Financial Accounting

Account Reconciliation

Data Collection and Analysis

Customer Service

Customer Satisfaction

Professional Experience

73 & Main Restaurant, Mt. Pleasant, NC

Server 2020

Attentiveness to customer needs and requests

Creating customer satisfaction

Working in a fast paced and high demand environment

Olive Garden, Darden Restaurant Corp,Concord, NC

Server 2018

Attentiveness to customer needs and requests

Creating customer satisfaction

Working in a fast paced and high demand environment

RoundPoint Mortgage Servicing, Inc., Charlotte, NC

Workforce Data Analyst 2017

Generated call center reports to drive daily, weekly, and monthly production

Developed analysis on call activity, routing, dropped calls, and mis-routing data for presentation to leadership teams to boost call center production

Used in-house applications and SQL for end-to-end reporting and presentation to senior leadership on overall results

Played a major role in determining reasons for excessive calls regarding specific mortgage issues, and offered innovative solution to executive management on potential resolutions

Accountant 2014–2017

Took charge of recording and evaluating financial transactions by department, as well as reviewing account information to identify discrepancies and prepare liability account entries

Initiated journal entries and month-end reporting for accounts payable and accounts receivable areas

Handled monthly corporate credit card expenses for entire senior and executive leadership as legitimate business costs, while resolving accounts through reconciliations and month-end journal entries

Financial Analyst 2014

Rendered financial tracking and maintenance assistance to managers, which included reviewing financial data for decision-making activities, as well as evaluating results, monitoring variances, and determining trends to improve financial status

Contributed strategic insights to investment decisions by keenly evaluating financial information to forecast business, industry, or economic conditions

Conducted financial forecasting, reporting, and operational metrics monitoring

Examined past results, initiated variance analysis, and offered recommendations for improvements

Assessed financial performance by comparing and assessing actual results with forecasts and plans

Wells Fargo, Charlotte, NC

Cash Management Analyst, Commercial Loan Servicing 2012–2014

Processed more than 900 commercial single tenant loans monthly, along with monthly loan payments and any miscellaneous fees owed to the company

Investigated various issues for borrowers, such as missing and unidentified payments applied to the loans

Maintained adherence to Cash Management Agreement documents in disbursing suspense account funds from tenant rents to borrower

ACN Inc., Concord, NC

Senior Financial Analyst, Global Commissions 2006–2009

Provided leadership in analyzing commissions and bonus payments to over 7,000 independent representatives across the globe

Researched all suspected cases of fraud and recovered fraudulent payments

Spearheaded quality assurance activities for all North American representatives’ commission-acquired bonuses (CABs) and commission payments

Initiated monthly accruals for CABs and commissions, month-end journal postings and reconciliations, as well as weekly and monthly global CABs and commissions metrics reports for submission to founders and executives

Led the investigation of representatives and identified fraudulent activities, which saved the company several millions of dollars

Identified and resolved an issue with account and verified that the provider was short paying on commissions, resulting in retrieving more than $2M from the company’s wireless provider in one month

Developed and executed qualification requirements for representatives, which mitigated the instances of company paying undeserved bonuses

Earlier Career

IBM (Visteon), Ypsilanti, MI

Collections Specialist

Quicken Loans, Livonia, MI

Client Relationship Representative

Education

Master of Science in Finance Pursued

Purdue University Global, Davenport, IA

Bachelor of Arts in Business Management

University of Phoenix, Livonia, MI

Technical Skills

Microsoft Office Applications (Word, Excel, Access, PowerPoint) • SAP • PeopleSoft • Business Objects • QuickBooks

ARCollect • Peachtree • Visual AccountMate • Everest • VIP • Five9 • MicroStrategy • NICE IEX • SBX • Microsoft Dynamics

Microsoft Dynamics Great Plains • Microsoft Windows

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