Contract Audit

CAREER PROFILE

An accomplished, results-oriented senior professional with a demonstrable record of success in leveraging analytical acumen and technical expertise to translate complex data into meaningful intelligence that supports critical decision making and sustainable performance improvements. A notable capacity for driving complex, interdisciplinary projects from concept to on-time, within budget execution is underpinned by an aptitude for aligning analytical outputs with overarching business goals. Keen communication and interpersonal skills facilitate strong interdisciplinary relationships and engender a leadership environment that is conducive to motivation, target-attainment and continuous development.

KEY SKILLS AND STRENGTHS

• Data analysis/management expertise

• Auditing best practice

• Process refinement and optimization

• Project and change management

• Staff management and team leadership

• Documentation maintenance/management

• Critical and analytical thinking inform innovative solutions to complex problems

• Support weekly, monthly, quarterly and annual

planning/execution activities

• Conduct statistical and trend analysis

• Detail and deadline-oriented

• Interdisciplinary, cross-functional collaboration

• Consulting, influencing and advising

• Database Tracking Systems: Business Objects,

Oracle, Java, Salesforce (SFDC), Tableau

CAREER HISTORY

Senior Analyst – Team Lead, Commercial Audit Team 10/2018 – 07/2020 Dell Financial Services (Austin, TX)

Complex, multifaceted role encompassing analytical, leadership and reporting functions, in support of an operationally efficient, procedurally robust growth environment

• Spearhead a range of day-to-day operations, promoting a culture of quality, best practice and continuous development at an interdepartmental level

• Led a period of transformation through the execution of a major project to track patterns within incorrectly inputted data:

• Leveraged advanced Excel functions/spreadsheets, graphs and formulas to create reporting from Salesforce, Business Objects and Tableau

• Identified patterns of reps who had incorrectly entered financial data on leases audited by team

• Consulted on reports/graphs outlining financial errors to multiple senior teams/upper management to highlight areas requiring improvement and to develop a plan of corrective action

• Employed PowerPoint to demonstrate MoM results to senior management, based on the areas requiring improvement and the corrective action plans from a long-term perspective

• YoY results have shown a consistent 10% in rep errors

• Responsible for all aspects of the effective management of a skilled team of ten, including performance monitoring, professional development and delegation of workflows in accordance with expertise to optimize project deliverables and efficiency

• Serve as a point of expertise and advice in rolling out meetings (both internally and across the wider organization such as SOX) to provide education/transfer knowledge regarding audit requirements to ensure best practices and consistency

• Provide ongoing support to colleagues in reviewing the full portfolio of leases, in order to promote comprehensive understanding of end-to-end leasing processes (including each individual component)

• Develop materials to support training documents/resources John Broussard

Telephone: 512-***-**** Email: ********************@*****.*** 4627 Pinehurst Dr. S. Apt E, Austin, TX 78747

Senior Analyst & Team Lead

• Worked consultatively with the A.I. Robotics team on a suite of cutting-edge projects; enjoying notable success with the development of a bot with the capacity to verify the accuracy of data by comparing manually entered data with the data source – reducing lease auditing time and eliminating the possibility of missing errors

• Broke new ground in collaborating on the development of a bot that uploads leases directly into records, while simultaneously checking financial data matches and that all required stamps/signatures have been completed – saving ten reps 2 hours per day

• Recipient of multiple award for collaborative projects with the Robotics team, and highly commended for working additional hours to ensure high-dollar leases were corrected to facilitate the successful booking of large deals by quarter-end

Analyst, Commercial Audit Team 10/2016 – 10/2018

Dell Financial Services (Austin, TX)

• Performed meticulous reviews of lease contracts for major customers (net investment over $500K) by cross- checking all lease documents (internal and external) with the system to ensure accuracy – highlighting errors, omissions and inaccuracies as necessary

• Record of success in assessing/evaluating existing archiving processes to identify redundancies and implementing effective solutions:

• Overhauled the entire process to omit the requirement to burn files onto discs

• Facilitated individual reps to upload records (rather than a single person assuming accountability for uploading hundreds of records)

• Implemented a system to check the upload and storage of pertinent data for a specified period of time

• Underpinned the roll out with training and documentation to ensure a seamless transition

• Received an award for the solution, which facilitated enhanced search capabilities, and significant cost and time savings of 1,350 hours per year

• Consulted at a cross-functional level (Operations, Pricing, End-of-Lease, Sales and Legal teams) to enhance their process for providing the data used for leases

• Leveraged technical acumen to resolve a long-standing system issue regarding the limitation of decimal places

(creating rounding problems/inaccuracies) – mitigating the need for manual correction

• Applied a data-driven approach to submitting, tracking and reviewing/auditing leases using Salesforce

• Led a re-design of the Quality Audit process used to identify rep errors across multiple teams; developing and providing effective training to ensure best practice in conducing the audit going forward – solution identified errors, identified opportunities for streamlining and supported the prevention of delinquent accounts

• Served as Subject Matter Expert on all lease products, tools, systems and data; routinely resolving escalated/complex issues

Specialist, Accounts Receivable 08/2012 – 10/2016

Dell Financial Services (Austin, TX)

• Provision of class-leading service to an elite portfolio of 300 customers with a Net Investment exceeding $500K; providing individualized support to elite customers through effective delinquency issue resolution, submitting asset reports and updating information to ensure currency

• Ran data queries to analyze/investigate delinquency issues; working internally across teams to correct errors

• Employed best practice in the creation of buyout quotes, setting-up returns and interrogating damaged asset reports to identify errors and support collection processes

• Leveraged analytical acumen to run customer asset reports for equipment – distributing results as necessary

• Worked cross-functionally with the Front-end Operations team to provide up-to-date customer data; ensuring accuracy of information across multiple systems

• Consistently ranked #1 or #2 month-on-month, based on performance metrics within a team of 30 Operations Coordinator, Accounts Receivable 08/2006 – 10/2012 Dell Financial Services (Austin, TX)

• Translated Sales, Pricing and Credit Team data into robust lease documents for distribution to an elite customer account set of 300

• Verified credit, pricing and POs prior to releasing orders – ensuring accuracy and efficiency

• Provision of class-leading customer service to a diverse clientele; skilled at understanding their requirements/requests and ensuring timely execution

• Fostered strong relationships with Sales, EOL and Pricing teams to maintain accurate, current customer data EDUCATION

Bachelor of Arts

Texas State University

• Major: Mass Communications, Sequence, Advertising

• Minor: Business Administration

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