Bakersfield, CA Lucero ***** 661-***-**** San adxaro@r.postjobfree.com

Professional Summary

Seasoned Financial and Business Analyst offering 13 years of financial & strategic planning industry success. Over 8 years of experience managing, coaching & mentoring teams of 5 to 40 employees. Detailed oriented and accomplished in quantitative statistical analysis, budgeting and forecasting. Skills

● MS Excel/Pivot Tables

● Market & Wage Analysis

● Market Research

● Operations Analysis

● Budget Development

● Project Management

● Data Analysis

● Forecasting & Planning

● Business process

improvement

● Superb communication

skills

● Quickbooks

● Oracle

● SQL

● Tableau

● ERP Systems

● Customer Retention

● Business Development

Work History

Business Analyst

Randstad - Bakersfield, CA

01/2021 - 03/2023

● Compiled business intelligence data into reports and presentations supporting recommended changes.

● Conducted research, analyzed business operations, and problem solved operating inefficiencies, providing the clients with cost savings.

● Designed and presented Quarterly Business Reviews (QBRs) to show performance data.

● Designed & executed QBRs as sales meetings, closing on ideas, initiatives and business growth opportunities.

● Conducted investigative analyses to determine root cause, and create action plans. Financial Analyst

Ross Distribution Center - Bakersfield, CA

08/2020 - 01/2021

● Collected data and developed excel spreadsheets to identify trends and create revenue, profitability, and expense forecasts.

● Provided strategic planning advice and financial oversight for corporate stakeholders.

● Served as backup to the Distribution Center’s Finance Manager participating in weekly forecast calls as well as month-end and year-end close activities.

● Performed audits on supply reports and other G&A costs.

● Managed vendor setup, purchase orders and invoice reconciliations.

● Tracked physical inventory and maintained stock of critical DC supplies. Accountant

Omni Family Health - Bakersfield, CA

12/2019 - 08/2020

● Tracked daily accounting processes to drive financial accuracy.

● Performed payroll, wage allocations, budgeting, donating, cash, and banking reconciliations.

● Developed budgets for internal control; prepared, balanced, compiled and entered budget data.

● Monitored, analyzed and evaluated billing/collection of Accounts Receivable effectiveness.

● Recommended changes for improvements to strengthen collection for AR days reduction.

● Completed Grant budgeting applications.

Financial Analyst

Omni Family Health - Bakersfield, CA

03/2019 - 12/2019

● Prepared monthly, quarterly, annual management, financial, cash flow and statistical reports, including funding reports to funding agencies.

● Created and presented cost analysis and recommended course of action to upper management.

● Developed budgets for internal control.

Business Office Manager

Bakersfield Specialists Surgical Center - Bakersfield, CA 01/2018 - 01/2019

● Managed 36 employees, and 30 physicians while ensuring credentialing for medical staff was compliant.

● Managed Human Resources, Accounts Payable/Receivable, Payroll, and Front Office.

● Responsible for the financials; deposits daily reconciliation, invoices and expense reports.

● Established contracts with Blue Shield, United Healthcare Cigna, Aetna, Kern Legacy, GemCare

(Managed Care Systems) which generated 80% more revenue for the surgery center.

● Managed the revenue cycle process along with CFO, while generating the P&L reports, and Aging Summary Reports.

● Conducted the recruiting, hiring, orientation, development and evaluation of internal staff and time card approvals.

● Implemented new educational course system (Healthstream) for medical staff and non-medical staff.

● Performed audits to ensure all compliant with federal, state, local and HIPAA regulations related to operations of the surgery center.

Employee Benefits Administrator

Worklogic HR - Bakersfield, CA

09/2015 - 01/2018

● Managed over 100 clients, over 7,000 employees and their benefits.

● Administered insurance plans with federal and state regulations.

● Managed Annual Employee Benefits Open Enrollment

● Served as the COBRA Administrator for Client Company.

● Conducted new employee orientations for benefit plans and enrollment provisions.

● Processed monthly billings from insurance providers; reviews billings for accuracy, codes and advances for payment.

● Resolved discrepancies with carriers, payroll and the company. Employee Benefits Administrator

Walter Mortensen INSURICA - Bakersfield, CA

11/2011 - 09/2015

● Prepared and presented recommendations for action based on review and analysis, performed proposal comparisons, logged all customer relations in AMS Systems for documentation.

● Assisted HR teams interpret compensation policies for developing staff benefits and salaries.

● Managed over 50 clients (large and small employers), over 3,000 employees and their benefits.

● Conducted new employee orientations for benefit plans and enrollment provisions.

● Conducted annual employee benefits open enrollments while presenting with new plans and carrier explanation of benefits.

Financial Representative

Northwestern Mutual Financial Network - Bakersfield, CA 06/2010 - 11/2011

● Strategically developed plans that helped with Risk management that insures a business against some of the risks it will face.

● Planned for work related losses, protecting key people, protecting the business owner and the family.

● Discussed with clients the impact of employee benefits package.

● Educated and advised clients on ROI terms to find accurate solutions.

● Established accounts at senior and executive levels securing funding for future initiatives.

● Interviewed clients to develop financial planning strategies and solutions through evaluation of finances.

Personal Banker

Bank of America - Bakersfield, CA

06/207 - 06/2010

● Provided debt consolidation solutions to customers.

● Worked closely with management to strategize sales techniques to increase branch production and customer service.

● Managed deposit accounts, taking personal and conventional home loan applications.

● Networked to increase client base and encourage existing clients to expand financial portfolios.

● Established new accounts for high net worth individuals to maximize revenue. Education

Bachelor of Science: Finance

California State University of

Bakersfield - Bakersfield, CA

08/2002 - 06/2007

Certifications

Life, Disability, Health &

Accident Insurance License

California State Insurance -

Bakersfield, CA

06/2010 - Current

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