Senior Analyst Data Analysis

Raquel Bermeo, MBA

Houston, TX 346-***-**** ********@*****.***

Professional Summary

Purposeful and data-driven senior analyst consistently exceeding expectations by driving significant cost reductions and process improvements for multinational companies in the technology and energy industries. Proficient in budgeting, forecasting, and data analysis, with a proven ability to transform complex data into actionable insights that improve profitability. Dedicated to enhancing financial performance and supporting strategic initiatives within a dynamic organization.

Skills

●Financial Analysis

●Budgeting & Forecasting

●Financial Modeling

●Data Analysis

●Reporting & Presentation

●Advanced Excel

●Power BI

●SQL

Experience

Meriplex – Houston, TX April 2023 – February 2025

Senior FP&A Analyst (Hybrid)

●Streamlined P&L, Balance Sheet, and Cash Flow models for a SaaS company, incorporating key SaaS metrics (e.g., ARR, churn rate, CAC) and improving forecasting accuracy and efficiency by 15%.

●Partnered with business unit leaders to develop realistic and data-driven annual budgets, incorporating key performance indicators and strategic initiatives resulting in a 20% reduction in operating expenses across three business units.

●Developed and maintained financial models to support scenario analysis, strategic initiatives, and long-term business planning.

●Generated monthly, quarterly, and annual financial presentations to executive leadership, summarizing key performance indicators and strategic recommendations for all business units, providing a comprehensive overview of the company's financial performance and strategic direction, contributing to improved decision-making and faster revenue growth.

DNE Resources – Montreal, CA Jan 2021 – October 2022

FP&A Analyst (Remote)

●Promoted within 9 months for developing a risk assessment model that reduced the company's exposure to market fluctuations by 20%.

●Restructured financial reporting processes, reducing report generation time by 10%.

●Conducted in-depth variance analysis of revenue, identifying pricing inefficiencies and market opportunities. This analysis directly informed the development and implementation of new pricing models, resulting in a 10% increase in revenue growth quarter-over-quarter.

●Collaborated with Accounting group to reconcile cash accounts improving 13-week cash flow forecast accuracy by 10%.

Energy Supply Analyst (Remote)

●Managed a $17M energy trading portfolio, consistently exceeding performance benchmarks and minimizing risk exposure.

●Optimized pricing strategy through recalibration of pricing models achieving 10% revenue growth and 5% increase in profitability.

●Simplified forecasting model, achieving 20% improvement in accuracy and 15% reduction in processing time.

Enserve Holdings – Houston, TX Feb 2016 – Jun 2020

Supply & Pricing Analyst

●Promoted to Supply & Pricing Analyst within 8 months for outstanding analytical performance.

●Structured competitive pricing for renewable and non-renewable energy products across five US markets, implementing new pricing models and negotiating improved contract terms, resulting in 5% higher profit margins.

●Improved forecast accuracy by 10% by implementing a new forecasting methodology that incorporated seasonality and external market data.

Senior Operations Analyst

●Identified and resolved recurring operational issues, implementing preventative measures to minimize future disruptions, improving overall efficiency by 30%.

●Guided the processing of three hundred transactions in one month through effective team collaboration.

●Documented and standardized key operational processes, creating comprehensive training materials to ensure consistency and reduce errors.

Billing Analyst II

Hudson Energy – Houston, TX Aug 2012 - Dec 2014

●Managed billing processes for six hundred customers in ERCOT and PJM markets, ensuring accurate and timely billing in compliance with regulatory requirements.

●Identified and resolved complex billing issues, resulting in 15% reduction in billing disputes.

●Mentored two junior analysts, providing guidance and training in data analysis and best practices to enhance their skills and performance.

Billing Analyst

Constellation New Energy – Houston, TX Apr 2010 - Aug 2012

●Assisted in the preparation and analysis of billing data for three hundred customers in PJM, NYISO, and ERCOT markets.

●Contributed to the development and implementation of new billing processes, resulting in improved accuracy by 10%

●Developed and maintained strong relationships with key customers, providing proactive support and addressing their billing needs.

Technical Skills

Advanced: Microsoft Office, VBA, SAP, SQL, Tableau, Power BI, Sales Force, QuickBooks, NetSuite, OneStream, Hyperion, ConnectWise,

Languages: English (Fluent), Spanish (Fluent)

Education

University of Houston Houston, TX

C. T. Bauer College of Business May 2021

Master of Business Administration

Certificate: Energy Investment Analysis, Energy Risk Management

GPA: 3.5/4.0

University of Houston Houston, TX

College of Liberal Arts and Social Sciences December 2008

Bachelor of Science in Economics

Certificate: Entrepreneurship

Contact this candidate