Business Analyst Financial

Katrina Bell

Indian Land, SC **********@*****.*** 704-***-**** www.linkedin.com/in/katrina-bell-28881762 Professional Summary

Detail-oriented financial analyst with extensive experience in identifying areas of opportunity and increasing efficiency. Adept at documenting best practices and ensuring compliance with established policies and regulations. Proven ability to successfully collaborate across departments, as well as establish and maintain strong relationships with colleagues and external partners. Recognized by management as a valuable team member with exemplary leadership and time management skills, who effectively manages competing priorities within a regulatory environment. CORE COMPETENCIES

Leadership

Communication Skills

Global Compensation for The United

Kingdom, France, Netherlands,

Germany

Critical Thinking

Organizational Skills

Proactive Problem Solving

Cross-Functional Collaboration

Analytical Skills

Relationship Management

PROFESSIONAL EXPERIENCE

BUSINESS ANALYST – KEY BANK, CLEVELAND, OH (REMOTE)_ _8/2023 TO 3/2024 Senior Business Analyst responsible for end-to-end commissions processes, including payment calculation, reporting, and analytics. I play a key role in developing projects to automate and improve commissions processing and reporting. Additionally, I assist with compensation plan design and operational aspects to ensure there is a high level of accuracy, transparency, and efficiency related to all aspects of the commissions process.

• Administered variable compensation plans, in partnership with key stakeholders, to ensure accurate and timely commission and bonus calculations and payouts.

• Worked with brokerage regarding FX settlements. These settlements moved into a repository to help improve control and standardization.

• Worked with the business to write Jira, test scripts, and manage the life cycle of the Jira into production, including user acceptance testing and regression check out.

• Served as main point of contact to employees, researching and resolving commission- and bonus-related inquiries.

• Advised on applicability and compliance of proposed compensation plans and practices.

• Produced monthly and ad-hoc reporting and data analysis required for accurate financial management and business decision-making.

• Conducted periodic audits and updates of sales commission system to ensure ongoing accuracy.

• Continually evaluated procedures and processes, revising as necessary to increase efficiency and accuracy.

• Ensured pay practices are compliant with internal policies and external regulations. BUSINESS ANALYST – MOOD MEDIA, FORT MILL, SC __ _ 8/2022 TO 2/2023 Responsible for supporting and administering the company’s incentive compensation programs providing strong analytical, modeling and presentation skills. I collaborated in a team environment with various levels of management.

• Responsible for monthly/quarterly/Annual calculation and accurate payment of incentive compensation for Acquisition Sales, Account Management organizations.

• Calculated and administered draw, bonus, and commission payouts.

• Responsible for job evaluations needed for leaders.

• Worked under Finance leadership to provide ongoing support on various commission issues and exceptions. Katrina Bell Page 2 **********@*****.*** 704-***-****

• Participated in surveys and analyzes resulting market data. UTILITY RELIEF CASE AUDITOR – YARDI, Remote - Contract 6/2022 to 1/2023 Gathered, completed and reviewed required documentation submitted to assist with paying applicants’ utility bills in the Texas Utility Relief Program.

• Communicated with applicants on needs requirements and general questions both email and over the phone.

• Identified missing information from assistance program applications.

• Action was taken to retrieve missing documentation in the application database.

• Navigated through multiple computer applications with speed and accuracy. END-TO-END COORDINATOR – BETTER MORTGAGE, Charlotte, NC 03/ 2021 -03/ 2022 Served as the liaison between external compliance partners and underwriters, ensured refinance loan documents were completed without errors, and met all qualifications for closing and funding.

• Reviewed 50 - 60 refinance loan documents and coordinated with compliance partners and underwriters to complete end-to-end processing of each loan with minimal errors, resubmissions, and first passes.

• Adhered to strict deadlines, policies, and procedures to reach funding in under 40 days per service level agreement

(SLA) time frames.

• Understanding appraisal and title auto orders.

• Collaborated with the Front-End Closers located in India on document preparation. SENIOR SALES COMPENSATION ANALYST – XPO LOGISTICS, Charlotte, NC 09/2019 – 10/ 2020 Processed compensation for the sales team and optimized processes to ensure prompt delivery of pay.

• Investigated and monitored various reward and bonus programs for quality assurance.

• Collaborated with Human Resources, Operations, and Sales leadership teams to identify and evaluate compensation trends.

• Designed and implemented policies and procedures enhancing compensation initiatives.

• Developed, mentored, and trained new plan participants. SENIOR SALES COMPENSATION PAYMENT ANALYST – METLIFE, CHARLOTTE, NC 03/2014 – 09/2019 Researched and resolved compensation advisor’s inquiries. Processed payments, adjustments, and calculated debts for terminated advisors and/or brokers based on plan guidelines. Reconciled moderate to complex discrepancies that required investigations and resolution.

• Utilized FINRA database to conduct investigations and validate legitimacy.

• Functioned as subject matter expert and aided with training new team members.

• Maintained and revised procedures to ensure proper documentation. PERFORMANCE AND DATA RECONCILIATION – LPL FINANCIAL, CHARLOTTE, NC 03/2011 – 09/ 2014 Reconciled, researched, and assigned 1,000+ Alternative Investments and Mutual Funds trade breaks monthly.

• Initiated overall processing of monthly reconciliations for 300+ fund companies.

• Confirmed trade processing, clearing, and settlement for Depository Trust Company.

• Aided with special projects, conversions, and reconciliations of mutual funds and alternative investment accounts. EDUCATION & TECHNICAL SKILLS

Bachelor of Business Management, Strayer University, Charlotte, NC, 2021 Technical Skills: MS Word, Excel, Power Point, and Outlook Google Docs, Sheets SAP- Success Factors, Salesforce, Workday, Oracle, PowerBI, NICE, SAP/Callidus

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