Business Analyst Financial Data

WILLIAM N. CALVERT

*** ** ***** *******, **** St. Lucie, FL 34983 347-***-**** **********@*****.***

Professional Summary

An effective team player who is committed to execute and uphold a company’s vision. An expert financial specialist who accurately provides financial information in a timely manner and meets all deadlines for deliverables, that is instrumental in the formulation of policies by key decision makers.

Professional Experience

Port Authority of NY & NJ New York, NY June 2023 – Jan 2024

Business Analyst

Analyzed and Monitored vendor performance

Tracked and Validated vendor service level agreements, internal metrics and calculated potential damages

Compiled and validated invoices in conjunction with monitoring spending

Collaborated with internal partners and partner government agencies as appropriate

Analyzed sizable project and financial data to accurately produce reports and presentations

MTA Corporation New York, NY June 2022 – June 2023

Staff Analyst II

Managed multi-million-dollar MTA capital projects, ensuring completed work on time and within budget

Tracked project level costs and coordinate budget development, modifications, and reporting

Reviewed the scope of work for various departments to ensure compliance with organization and industry codes and protocols

Performed active project reporting and provided feedback on projects that exceeded budget requirements.

Ensured that the $500M in federal award for calendar 2022 was applied to approved projects

Assisted in the compilation of various senior management reports.

Strategic Financial Solutions New York, NY December 2019 – April 2022

Payment Processing Analyst

Performed analytical work related to processing payments, reporting, and auditing customer payment files

Managed all customer financial data within the internal systems

Collaborated with multiple call center departments to establish critical metrics used to measure progress and client retention

Reviewed client payment schedules to ensure compliance with the agreement and reported variances to the litigation department.

Compared results to plans, goals, and forecasts and provided feedback for variances

Ensure that various service departments were following the company’s protocol for program implementation

Responded to unresolved client escalations.

During the pandemic, audited 80% of all client accounts and proposed adjustments to client payments that would allow them to complete the program

BCM ONE New York, NY March 2017 – February 2019

Revenue Assurance Analyst

Compared and analyzed client’s historical records with their present financial account to take preventative measures against fraudulent activity on their accounts

Identified cost leakage and performed value adding processes to increase profit margin and realize significant cost savings

Worked with underlying technology providers on contract renegotiation and billing discrepancies

Prepared monthly presentations for executive leadership team detailing financial analysis and current projects to increase operating profit

Reviewed and compared invoices and payments received for services to active contracts

Analyzed invoices and communicated with vendors(e.g. Verizon, AT&T, and Frontier) to correct any variances from the contract

Coordinated with Verizon counterparts to reduce $1M in service discrepancies to $80K

Education

St John’s University Queens, NY Graduated: December 2008

Bachelor of Science in Physical Science

Minor: Business

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