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Data Analytics Financial Analyst

Long Beach, CA
September 29, 2023

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*/** - ******* ******: Risk Management IT Consultant, Internal Audit

● Assisted internal audit with risk assurance and compliance services, such as HITRUST, SOC, ISO and SOX

● Assured control assessments are operating correctly with correct documentation while refining methodologies

● Led team in order to identify pain points, solutions and required system functionalities during ERP implementation

● Created process flow diagrams utilizing Visio in order to enhance 30% of client business process, highlight imperfections within current state and suggest recommendations to enhance process efficiencies

● Maintained data logs in order to track business requirements, actions, potential issues, budget and exhausted hours

● Built interactive data visualization dashboards via PowerBI to identify issues such as duplicates or missing data

● Created a matrix derived from client meetings that identified remediation actions, controls and recommendations based on best practice, industry research, data reports, business analysis and cost accumulation

1/22 - 8/23 Kioxia - Toshiba: Data Analytics & Product Consultant, Contract

● Consolidated large-set data reports while utilizing various database systems i.e. SAP Business Objects, Samples, Jacksheets, Redmine, ERP and Oracle Demantra

● Collaborated with various business leaders in order to target monthly KPI’s and specific financial metrics

● Presented reports and data visualization dashboards via Tableau to understand pain points and resolve on-going issues; implemented framework strategies and product roadmaps for multiple solutions

● Assisted with projects in order to improve efficiency and meet deadlines i.e. SSD hardware product shipments, weekly reports, product sample request process, jacksheets and updating database systems

● Facilitated improvement within product process to mitigate potential system risks & prevent further in-service issues

6/20 - 12/21 WNC: Financial Analyst, Asset Management

● Reviewed monthly income statements, balance sheets and cash flow statements to determine if the 3 financial statements align, numbers tie out and costs didn’t exceed the monthly budget

● Reviewed year-end audited financial statements and annual budgets to determine company growth, performance improvement and if current KPIs are met

● Reflected upon partnership agreements, budget reports and expense reports to forecast future projections, specify payment increments, note terms and aware of project durations

● Utilized data from EPIQ database, NAV ERP system and Excel Dynamic Jet reports to perform monthly reconciliations and create ad-hoc reports

● Managed over 200 LIHTC properties within Asset Management, Syndication and Construction

● Compared actualized data to the monthly budget to perform variance analysis i.e. rate, quantity, labor, product

● Assisted regional Asset Managers into meeting critical deadlines of projects i.e. internal auditing, invoicing, capital contribution payments, month-end closing and quarterly reporting

1/19 - 3/20 M&T Bank - WT : Client Administrator, Risk Management & Compliance

● Provided administrative support to relationship managers and banking officers to meet weekly deadlines

● Responsible for cash processing, payments and risk compliance monitoring in preparation of debt service

● Processed daily transactions including asset collection, cash disbursements and security trades in preparation of debt service

● Administered all accounts and debt-service related activities for correct transactions and if risk & regulatory standards are met; adhered that policies and controls are in accordance to risk compliance

● Inquired about financial statements, loan documents and monthly remittances to maintain a relationship with external clients and complete transactions

● Coordinated with internal partners such as risk, notarizers, lenders and business managers to complete transactions

● Maintained internal control standards and resolved any problems noted by external regulators


Excel - VLOOKUP, Pivot Tables, Index/Match, Conditional Formatting, Macros, VBA, Jet Reports, Ad-Hoc

Product Management - Product Roadmap, Lifecycle Management, Framework Strategy, Market Analysis

Data Analytics - SQL, Tableau, PowerBI, Jira, DomoEDUCATION

California State University, Long Beach BS - Finance

University of California, Irvine MBA

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