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CATHERINE M. BARNES

Professional Summary

Results-oriented professional who analyzes large data sets, recognizes anomalies, and improves efficiencies while maintaining compliance and attaining financial goals that result in the company's profitability. Technical Skills

Expert in Excel: VLOOKUP, Macros and VBA, PivotTable, Formulas Expert in Microsoft Office Suite

Reporting Tools: Tableau, Microsoft Office Access

Applications: SharePoint, Workday

Accounting Software: QuickBooks Enterprise, NetSuite ERP Career Progression

Bank of America Jul 2022 - Present

IT Business Analyst

• Independently managed database backlog project to update 6 months of records for team of 400 resources, producing corrected reports used to staff projects and resulting in decreased lag time for project implementation

• Assist with onboarding and off boarding resources to include monitoring headcount changes in real time, managing team rosters and ensuring resources align to managers and teams across the organization

• Execute contract requests from project managers, ensuring accuracy of terms, capacity, funding, and timeliness of project delivery

• Orchestrate maintenance of databases housing employees, contractors, and open requisitions to ensure forecasting, budgeting and portfolios are accurate and complete

• Compile data and reports that assist managers with forecasting and budgeting for a team of 400 within 64 projects in the Desktop portfolio

• Collaborate with hiring managers to capture anomalies in resources used to track capacity for current and upcoming projects

• Managed and forecasted multiple programs within a portfolio simultaneously

• Partner with the program execution team to balance multiple service provider estimates across projects within those projects funding limits and greater portfolio funding limits

• Track work efforts against team capacity and allocate in internal tools

• Research funding gaps/discrepancies and assist in resolution

• Create resource forecast on quarterly basis

• Perform financial analysis by putting in travel expenses

• Maintain SharePoint data sheet and created SharePoint pages

• Ensure systems are up to date on timelines of contractors and employees

• Responsible for communication with vendors to track length of contracts Key Technologies: Excel (VLOOKUP, Macros and VBA, PivotTable, Formulas, etc.), Access, SharePoint Avis Budget Group Jan 2016 – Jun 2022

Financial / Sales Analyst – Team Lead

• Led weekly touchpoint meetings with California state dealerships to identify issues, advise on process changes and provide status updates on titles in backlog

• Managed payroll submission for 7 team members by verifying attendance, hours worked and pay adjustments

• Oversee day-to-day operations and performance of team by developing, coordinating, and enforcing system policies, procedures, and productivity standards

• Assisted in the preparation of month and quarter end accruals by extracting and manipulating data from an Excel database

• Prepared and executed titles for online retail dealerships in 10 states while ensuring compliance with affected state policies and regulations

2

• Analyzed and processed daily accounts receivable transactions, online purchases and daily exceptions reports using Access and Excel databases

• Ran queries in Access for month end state tax processing to include extracting to Excel, formatting based on state regulations and uploading to multiple databases

• Responsible for notarizing and signing titles for lien releases across the organization

• Used Pivot Tables weekly to summarize data for weekly reporting

• Built weekly reports using V-Lookups

• Calculated data from reports using SUMIF Formulas

• Managed tax and budgetary data, as well as call money application on Excel reports Key Technologies: Excel (VLOOKUP, Macros and VBA, PivotTable, Formulas, etc.), Tableau, SharePoint, Workday

Department of Motor Vehicles (Promotion) Oct 2013 - Jan 2016 Senior Administrative and Office Specialist III

• Performed daily audits of all driver and vehicle transactions to ensure procedures and paperwork are processed accurately and in accordance with state laws

• Supervised daily close operations to include the balancing of employee registers against list revenue reports

• Assisted the manager by coordinating and supervising DMV programs and services including human resource functions, facilities, service and financial operations, and the safety and security of DMV employees, assets and information

• Provided technical expertise to customers and staff through interpretation and application of complex Federal and State laws, rules, regulations, agency policies and procedures involving licensing and registration

Administrative and Office Specialist III

• Achieved a 99% accuracy rate in processing over 8500 customer transactions per year

• Reviewed and determined validity of documents, assess applicant's ability to receive driving privileges, communicate with the public to explain policies and procedures and resolve sensitive and complex customer complaints

• Performed titling and tax collection on new vehicles Key Technologies: DMV Office Suite

Training & Certifications

Fraudulent Document Recognition Training (2009)

DMV Titling Training (2009)

Insurance Training (1999)

Udemy Training: Excel Expert (2023) SQL Expert 2023 Education

Longwood University Farmville VA

Bachelor of Applied Science, Psychology, Dec 1996

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