Remote Travel Consultant

OLIVIA BRANDI

Oxford, CT 475-***-**** ************@*****.*** LinkedIn Profile

Financial Analysis & Forecasting Business Intelligence KPI Tracking

& Performance Metrics

Analytical financial professional with nine years of experience in financial planning & analysis (FP&A), market insights, and strategic initiatives across the healthcare, government, and manufacturing sectors. Proven success in analyzing complex data sets and competitor information using advanced tools like Excel, Tableau, SQL, Power BI, and QuickBooks. Skilled in partnering with teams to deliver cost-saving initiatives, improve operations, and support business decision-making. Adept at synthesizing market trends, financial reports, and operational metrics to inform leadership and support multi-year business planning. Holds a Bachelor!s degree in Finance and a Project Management certification, bringing a strong foundation in finance principles and project execution to support high-impact business insurance FP&A functions.

• Financial Analysis & Strategic Insights: Designed and implemented a cost- tracking system at ALPEX Automotive using Excel and QuickBooks data.

• Data Analytics & Market Intelligence Support: Leveraged Tableau, SQL, Snowflake, and Power BI at Agilon Health to analyze and visualize complex data, improving population attribution accuracy by 10–15%.

• Cross-Functional Team Collaboration & Process Improvement: Coordinated financial compliance and operational procurement across FEMA grant projects at NVCOG, managing over $5M in federal funding.

• Technical Expertise: Advanced Microsoft Excel (PivotTables, VLOOKUP, XLOOKUP), EPIC, Centricity, Medent Healthcare Databases, SQL, TM1, Hyperion, Tableau, JIRA, ETL, SaaS, Power BI, ERP Systems, Planet Press, QuickBooks, Snowflake.

PROFESSIONAL EXPERIENCE

R&R Corrugated, Bristol, CT

Accounting & Administrative Associate Mar 2025 – Present

• Managed full-cycle Accounts Payable and Accounts Receivable functions, securing vendor quotes and reducing A/P by $50,000 weekly through cost-saving initiatives, including up to a 50% pallet savings.

• Delivered exceptional customer service to three major clients, maintaining strong relationships and resolving all inquiries.

• Mastered the custom HRMS ERP system within one week, accelerating onboarding and supporting daily operations.

• Supported bookkeeping operations by streamlining reconciliations, journal entries, and administrative workflows, reducing processing time and strengthening internal controls.

ALPEX AUTOMOTIVE, INC., Watertown, CT Bookkeeper Nov 2024 – March 2025

• Spearheaded the implementation of a cost-tracking system, improving cost visibility and increasing profit margins, enabling leadership to make data-driven pricing and investment decisions.

• Balanced four financial accounts daily in QuickBooks.

• Built Excel-based tools that reduced monthly reconciliation time, accelerating close cycles and reporting accuracy.

• Maintained daily financial records and facilitated audit readiness by balancing books and delivering complete documentation to an external accounting firm.

• Processed and administered bi-weekly payroll for nine employees, verifying timely disbursements and compliance with tax regulations.

• Conducted monthly cost analyses and variance reports, working with shop management to return $1,000 in unneeded inventory. Core Competencies

Financial Modeling Strategic Initiatives & Business Planning Market Insights

& Competitor Intelligence SEC Filings & Earnings Reports Review Data Validation & Post-Implementation Analysis Project Management & Process Optimization Financial Reporting & Presentations Budgeting & Cost Management Payroll Processing & Compliance System Integration & Automation Communication & Stakeholder Engagement Accounting Principles (GAAP)

OLIVIA BRANDI Page 2

AGILON HEALTH, INC., Rocky Hill, CT

Senior Program Coordinator September 2021 – February 2024

• Orchestrated data attribution strategies that captured 10–15% of Embedded and Unmanaged populations, fueling 10–15% membership growth through tools like Member Attribution Election forms, PandaDocs, and targeted data bug remediation.

• Produced and analyzed Daily Burden of Illness (BOI) metrics, enabling a 15% increase in BOI population accuracy and directly contributing to a 15% improvement in care delivery insights.

• Led initiatives that reduced EMR data discrepancies by 10–15%, leveraging platforms including EPIC, Centricity, AllScripts, and Medent to enhance patient data integrity and care coordination.

• Developed Excel-based automation tools using VLOOKUPs, XLOOKUPs, and PivotTables, saving an estimated 10% of data analysis time and accelerating decision-making across multiple initiatives.

• Synthesized metrics from Tableau, Snowflake, SQL, and Power BI to support 5–7 high-impact strategic initiatives, improving patient attribution precision and influencing executive-level population health strategies.

• Directed the transition to the EPIC system, facilitating cross-platform data integration and supporting adoption across care delivery teams. NAUGATUCK VALLEY COUNCIL OF GOVERNMENTS, Waterbury, CT

Program Coordinator July 2019 – July 2021

• Monitored and tracked over $5M in FEMA Pre-Disaster Mitigation Grants, certifying full financial compliance across multiple projects to preserve annual federal funding.

• Rolled out Microsoft Office systems and managed technology onboarding for 30 team members.

• Partnered with external IT providers to optimize infrastructure and reduce tech-related disruptions by 10%.

• Introduced streamlined procurement and inventory tracking processes that boosted operations efficiency by 10%, improving internal controls and resource visibility.

ADDITIONAL EXPERIENCE

BLUECREST, Danbury, CT Accounts Payable Clerk Apr 2019 – Jul 2019 SS&C, Hartford, CT Fund Accountant Sep 2018 – Jan 2019 Midstate Electronics, Wallingford, CT Project Coordinator May 2017 – Sep 2018

EDUCATION & CERTIFICATIONS

Bachelor of Science in Finance, Quinnipiac University, School of Business, Hamden, CT Project Management Certification, American Management Association, Boston, MA

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