Project Management Business Analyst

Lisa Stevens Thatcher

Home/Cell: 435-***-****

***********@*****.***

SUMMARY: Profoundly talented and resourceful individual dedicated to improving business metrics and processes. Summary of Qualifications

● MS Office Suite; Strong Excel, PowerPoint, Word; SQL skills, spreadsheet and database skills; SFDC, CRM, writing skills with SOP experience, Tableau, Project Management, Agile/Scrum exposure

● Knowledge of operational/managerial accounting principles and practices; QuickBooks, Agility ERP, SAP, D365 Committed to complete customer satisfaction of both internal and external customers

● Exceptionally well organized with ability to multi-task and prioritize. Data migration, testing and validation. Utah State Insurance License (Life/Health/P&C), FINRA Series 6, 63 licensed from 2008 to 2017.

● Incredible ability to work independently and complete tasks with minimal supervision.

● Strong math and quantitative skills. Excellent interpersonal and research skills.

● Superior work ethic and leadership skills, self-motivation and initiative. Innate level of analytical ability and accuracy. Outstanding flexibility with ability to work independently or as part of a results-driven team.

● Accomplished communication skills, both oral and written including presentation skills. Intermediate German language skills.

● Ability and desire to obtain new information quickly and efficiently. Results oriented. Professional Experience

TESLA Draper, UT- FinOps

June 2021-April 2024

Research/evaluation/reconciliation of contracts, transfers, and continuation documentation. Production of purchase option statements (lease/loan contracts) and payoff receipts for cash Usage of Grid, Tesla Voltage, Excel, and D365 programs, ensuring all information corroborated. Provided company wide technical support for the solar billing team. Special Project

Residential Solar Billing Program Jan 2021-June 2021 Support of SREC capture//reporting, working within GATS and Solar Guard tracking systems. Collaborating to accurately report exceeds estimates, month missing and meter swaps, within a dynamic environment. APN for PacifiCorp

Salt Lake City, UT Sr. Business Analyst II

June 2018 April 2020 40 hours/week

Support of mainframe solar IT project data including, edits, reporting using Access/Excel, research, gathering and interpretation of data, development of alternatives and recommendations. Presentation of analysis and recommendations to management progress and failure reports. Responsibilities include editing data (gaps/overlaps), daily reporting failures, creation of special work orders, database records creation/maintenance and reconciliation with other sources. Maintain and audit system data, analysis through research gathering and interpretation of data; present analysis and recommendations to management; report alternatives and recommendations for improvement. Ability to work within all levels of organization, including those with different styles and backgrounds, exemplified productive team member with demonstrative problem solving skills, experience with database projects and processes. Working with mainframe and peripheral database sources. Lead analyst presented current processes to Management and IT Departments. Coordinated with IT to develop test scripts for account intake automation. testing and error resolution. Usage of SAP program.

Broadbent Financial Services

Logan, UT Group Benefit Coordinator

Oct 2017 Feb 2018 40 hours/week

Managed and administered benefits for 70+ small employer groups and ten large groups in Northern Utah, including health, dental, vision, long term care, short term care, disability, life. Development of quotes and quoting documentation. Update of census information, coordination with each group’s human resource director for new enrollees. as well as Cobra enrollment notification and enrollment.

L.S. Thatcher ~ page 2

Mana Steel LLC.

Logan, UT (Part-Time) Accountant/HR/Inside Sales

Sept 2016 Dec 2016 32 hours/week

Recorded purchase orders and expenditures through QuickBooks and Agility ERP; confirmed orders upon arrival for accuracy and completeness. All materials shipped directly to customer or received for pick-up freight assessed immediately. In contrast, materials for inventory would be assessed freight when billed. Freight reviewed for accuracy, BOM, billing and G/L adjustments made to maintain veracity. Account reconciliation, reporting and closing weekly/monthly/annually. Development and updating of cost accounting spreadsheet, monitoring cost accounting for production management. Managed human resource department; interviewing prospective employees, management and prep of all paperwork, including payroll. Research and implementation of WOTC program. Developed sales matrix. Managed operations and maintenance budgets and forecasting for multiple cost centers and lead monthly budget review calls (SOX Compliance.)

Rose International, Missouri

Aetna, Salt Lake City, UT (Temp Assign) Financial Analyst July 2015—Jan 2016 40 hours/week--Managed Big Sky underwriting. Coordinated Wyoming, Nevada and Utah analysis of small group plus health insurance quotes. Assignment of each group to the underwriting pool. Acceptance of RFP’s, extract/manipulate data in Excel for compatibility with underwriting software. Use of independent judgment to handle vagrant issues. Input of data into proposal software, generating proposals and storing of related files in SalesForce. Moog Medical Devices Group, Salt Lake City, UT— Complaint Analyst July 2013—August 2014 40 hours/week

Analysis of each complaint criteria to meet company and FDA guidelines. Complaint triage/routing of information to appropriate personnel. Customer call backs to ensure complete and accurate documentation, managing complaint investigations, reporting of Complaint Metrics to functional areas within the company. Mining of data and analysis of trends for improved manufacturing. Writing of technical data and SOP’s related to my position. FDA compliance. Quality Project—Coordination and organization of Design History Files for key product. eHealth Insurance, Salt Lake City, UT— Medicare Specialist May 2012 –January 2013 40-50 hours/week

Determination of Medicare/Medicaid eligibility to set optimal course for client health care needs. Obtained in-depth knowledge of the subject of Medicare/Medicaid, as well as, products and services to meet the needs of senior and disabled demographic. Development of rapport through in-depth knowledge of product and services. Presentation and persuasion skills used to overcome aversion of demographic to new processes. Prudential Financial, Salt Lake City, UT– Financial Services Associate/Agent November 2007 – March 2010 60 hours/week

Maintenance of business accounting including reconciliation of accounts, budgeting, reporting and closing weekly/monthly/annually. Managed operations and maintenance budgets and forecasting for multiple cost centers and lead monthly budget review calls (SOX Compliance.) Developed solid client base collaborating with Veteran Agent to acquire “best practices” and strategy within the industry. Utilized Relationship Marketing techniques. Probed client’s financial state, advanced workable plan based on extracted data, presented plan to client. Identified “best customers” with marketing campaigns; Obtained Series 6, 63 and UT Life and Health Awarded Prudential Rocky Mountain Agency’s “Rookie of the Year—2008,” “Most Life Applications”, “Most GDR” (gross distribution of revenue) for first year agents and “Most Life Applications—For Rookie agents. FINRA & SEC Compliance. Education

Bachelor’s Degree in Finance

Utah State University

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