Business Analyst Financial

MANSA EMANUEL

**** ******* ******** ************, ** 904-***-**** (Cell) *****.*******@*****.***

OBJECTIVE:

Seeking career growth as a Financial Analyst

PROFESSIONAL PROFILE

−Strengths include Leadership, Project Management, Critical Thinking, Executive Level Presentations, Financial Analysis & Modeling

−Highly proficient in MS Office, SharePoint, MS Project, Minitab, Oracle, Hyperion, Access,

−Six Sigma Certified GE ‘02, & TIAA ’14 Green Belt, -Black Belt Trained, Excellence Award ’14, Operate as one team ’15 (TIAA)

FMP, GE Financial Management Program Graduate, 02

EDUCATION: University of Florida, Gainesville, FL – B.S. in Business Administration, Major: Finance; MBA - Tiffin University, ‘20

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PROFESSIONAL EXPERIENCE

Real Estate & Life Insurance Sales Agent (Jacksonville 2/21-Present)

●Assisting prospective buyers and sellers in their real estate needs. Prospecting and hosting open houses, marketing, and managing CRM leads

Wayfair, Bulk Receiving and Supply Chain, jacksonville (2/24-Present)

●Unloading incoming supplies and sorting items accurately to prepare for storage. Stacking pallets, QC, pallet jack, cherry picker, and training new associates

TIAA, Charlotte (5/7/12-Feb 21)As

●Sr. Business Analyst- Institutional Financials Services (IFS)

Duties-

--Primary LOB support for the Retail Financial Services Business, focused specifically Sales/Servicing delivery model for our Institutional Clients

-Led productivity projects in the Plan Document space through weekly sprints, and periodic tollgates applying the agile concepts

-Led several small enhancements initiatives applying the DMAIC process

-Provided weekly updates to stakeholders and monthly updates to Senior Leadership Team

-Worked with Supply Chain (annually) to review vendor/contractor SOWs to assist vendor management team with cost reduction opportunities

-Led consulting engagements with key stakeholders, specifically demand study for IR Business (Applying DMAIC/Waterfall approach) to identify several process enhancements, reviewed cost allocations, and analyze WBS

-Worked directly with Managing Director of Institutional Relationships to define and design improved Service Delivery Model for the Institutional Middle Office

Created detailed models (value streams/quantitative analysis/WBS) of several LOBs across the Enterprise to assist with various cross-functional productivity initiatives.

-PM/BA for several process improvement and major cross-functional initiatives. Examples listed below.

BANK OF AMERICA, CHARLOTTE (01/03/03- 07/11)

●Senior Finance Analyst, - Transportation Management/Enterprise Logistics

Duties-

-Financial manager for the Transportation Management LOB; $300MM of Direct Expense

-Performing monthly, quarterly, and annual management routines. Including month-end and year-end closing duties, reconciliations, journal entries, forecasting, budgeting, cost allocation, and modeling.

-Performed monthly presentations to Finance and Transportation Executives.

-Responsible for management of Transportation Operations in the Midwest

General Electric – Industrial Systems, Atlanta, Georgia; Plainville, CT (7/00 – 01/03)

Received four rotations focused on building core technical abilities in Accounting & Finance.

●Senior Financial Analyst (FP&A)

Created & implemented “Best Practice” Six Sigma Receivables project designed to reduce aging and bad debt.

-Gathered and analyzed trends using various statistical & database tools to identify critical X’s (minitab, Excel, Bus Obj,)

-Used that knowledge to implement front end and backend process improvements to drive the reduction of aging receivables

Resulted in a 15% improvement in the past due amount after 3mths.

Job Description - Summary:

The Financial Analyst handle will reconciliation and closing of research projects. Reconciliation between general ledger system and grants module. (Same details in both systems). Verify no payments are due to Atrium from sponsor. Supports functions related to financial and business analysis; budgeting; capital planning; financial trends and variance analysis; business development and project management. Provides management with financial analyses that clearly identify areas of opportunities, measures current and future financial performance and explains variances.

Top Required Skills:

• 3 years related experience in finance or accounting role

• Advance Excel skills, pivot tables and linking spreadsheets

• Financial analysis skills

• Accounting experience - month end close, creating journal entries.

Preferred Skills:

• Experience in the healthcare industry

Responsibilities:

• Prepares capital plans, execution documents, budgets and ensures adherence to pertinent schedules.

• Prepares monthly budget reports and works with management to assure action on variances.

• Monitors and reports benchmarking data.

• Ensures reporting of productivity, analyzes trends and reports recommendations to management.

• Reviews financial reports and analysis with management, both internal and external customers.

• Identifies risks and opportunities for financial performance, based on variance analysis.

• Performs ad-hoc analyses that includes but not limited to 1) Program review, 2) Revenue, FTE, expense trend analyses, 3) KPI performance, 4) business development assessment.

• Utilizes various financial and business intelligence systems to mine operational and financial data.

• Develops key deliverables and reports in a logical, clear and concise manner for senior level management.

Education:

• Bachelor’s degree from an accredited college with a degree in Accounting, Business Administration, Healthcare Management, Finance or related field is required.

• Master’s degree or professional designation (CPA, CMA) is preferred.

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