Data Analyst Financial Planning
Resume:
Isabel Slatkin
*********@*****.***
Data & Financial Analysis
Accounting and financial industry veteran with extensive experience in the technical analysis, interpretation, reporting, and development of data and managing relational databases. SKILLS & EXPERTISE
HIGHLIGHTED PROFESSIONAL EXPERIENCE
Data Analyst
IU Health, Department of Emergency Medicine Indianapolis, IN (6/14/2021 – 04/2025)
● Oversee and manage timecards and schedules for 300+ physicians and APPs using UKG Pro.
● Create bi-weekly payroll reports and process payouts for supplemental physicians and APPs.
● Complete technical projects for the department Chair and Vice-Chair, analyzing data for performance improvement initiatives.
● Mine data to remodel the physician compensation structure for the Finance and HR departments.
● Expertly utilize Excel to create bi-weekly payroll reports for the Physician Comp Team, as well as month-end chargeback reports, accrual reports, and allocation reports for 10 distinct cost centers, collectively accounting for more than 320 physicians and APPs, submitted to the Finance Dept. budget and planning team.
● Calculate and distribute quarterly overtime and night incentives for physicians and APPs.
● Utilize Excel to analyze and interpret complex data sets, identify patterns, and calculate metrics for department performance, academic rank, quality, wRVU, and residual incentives for physicians.
● Provide detailed ad hoc financial planning and analysis reports to the Chair and Vice-Chairs, supporting accurate outcome and impact-based decision-making.
● Deliver monthly open coverage reports to the Finance Dept. budget and planning team based on historical, comparative, and projection data.
● Prepare and collect data for the annual AAAEM Benchmark Survey.
● Served as the Microsoft Access SME, liaising with the database team to design a relational database for the Emergency Medicine Department.
● Collaborate with the data scientist to complete and publish monthly compensation PowerBI dashboards for physicians and APPs.
● Remodel the lease tracker Excel file to monitor annual contracted and open schedules for over 300 physicians and APPs.
● Provide analysis on FTEs and budgets for remodeling physician compensation. Financial Analyst/Administrator
Data Analysis
Financial Reporting
Financial Planning and Analysis
Payroll Analysis
Software Training
Performance Improvement Initiatives
Microsoft Excel (Advanced)
PowerBI
Project Management
SLAM Holdings, LLC Remote Position, United States (08/2015 – Present)
● Expertly use QuickBooks to remotely manage a $15 million real estate portfolio, including creating journal entries to reconcile accounts and optimize accounting workflows for a group of investors with properties in several states.
● Supervise a group of property managers by tracking and auditing their expenses (accounts receivable and payable) under strict deadlines, then produce monthly financial statements for clients.
● Liaise with banks located in different states, using QuickBooks to track and verify all property- related income and expenses.
● Provide monthly financial analysis reports to identify and interpret trends or patterns to aid investors in making informed data-driven decisions. Real Estate Portfolio Assistant Manager
Sung Li-Wen Real Estate LLC, Taipei, Taiwan (03/2003 – 05/2009)
● Leased premium housing to expatriate business leaders and members of international diplomatic corps.
● Supervised a team of three, offering comprehensive concierge services to clients and providing legal and tax advice to property owners for optimal lease agreement structuring.
● Built relational databases in Excel to organize information on clients, landlords, general contractors, and specialty service providers.
● Analyzed and interpreted real estate market trends to support the agency head in developing more accurate financial planning strategies.
Financial Analyst/Project Manager
Coleridge Group, Phoenix (05/2000 – 01/2003)
● Developed optimization software to analyze the monthly performance of targeted securities, enhancing the accuracy of financial forecasting.
● Built custom financial forecasting enhancing the analysis of debt-to-equity ratios for a diverse portfolio of U.S. bonds and equities. The software increased annual portfolio performance by 4% to 7%.
● Presented research findings and quarterly performance reports to clients.
● Created innovative financial models to enhance investment strategies for a diverse portfolio of pension fund clients.
Project Manager/Course Content Manager
Springfort Automatic Corporation, Taipei, Taiwan (04/1998 – 12/1999)
● Engaged new clients and served as the liaison between Springfort’s software programmers and client-side business managers to design and deliver custom finance management software for the largest book retailer in Taiwan.
● Trained clients to achieve optimal performance from the software and maintain it effectively after it was tested and delivered.
● Identified and resolved key concerns as well as any defects in the programs
● Trained clients’ finance/accounting/HR staff who then trained key staff members in the functions, capabilities, and limitations of the software HIGHLIGHTED EDUCATION
Master of Science in Computer Information Systems. University of Phoenix Bachelor of Arts. Business Administration and Human Resources, National Chung Hsing University, Taiwan
COMPUTER SKILLS
Microsoft Office Suite (Word, Excel, Access, PowerBI, PowerPoint, etc.), Outlook, QuickBooks (expert level), and knowledge of R, Salesforce software, and Oracle database.
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