Data Analyst Financial

Mansa Emanuel

Jacksonville, FL

Professional Summary

Results driven Financial Data Analyst with 15+ years of experience translating complex financial and operational data into actionable insights for executive leadership.

Proven expertise in SQL, Excel (including VLOOKUP, macros, and pivot tables), Hyperion, and data visualization tools like Tableau and Power BI.

Strong background in FP&A, data modeling, and processing automation across financial services, banking, and consulting sectors.

Adept at leading Cross functional analytics initiatives to drive efficiency, compliance, and cost reduction.

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

Knowledge of different types of Data Warehouse, EPM and Business Intelligence solutions such as those from IBM/Cognos, SAP/BO, Oracle Hyperion, SAS, TERADATA and others.

Skills

Financial Foundations

Modeling/Macros/Database

Data Analysis

MS Excel & PowerPoint

Advanced Financial Foundations

Advance Excel applications/Essbase

GAAP/Compliance

Supply Chain Management

Controllership/Audit, Risk

Project Management/Agile/Waterfall

Process Design

Sarbanes Oxley

Workday/p2p/procurement

Emotional Intelligence

Leadership Essentials

Accounts Payable/Hyperion/SAP

Professional Experience

Ernest & Young (EY), Jacksonville, FL June 23 – Apr 25

Senior Financial Data Analyst (FTE)

Client: AIG

Part of an engagement providing staff augmentation support for the financial close process at AIG investments.

Analyze large datasets to identify financial trends, variances, and key performance indicators (KPIs) for executive reporting.

Use SQL and Excel to extract, clean, and validate financial data from multiple sources for monthly and quarterly reporting.

Monitor financial performance against budgets and forecasts and provide variance analysis with actionable insights.

Maintain data integrity and ensure compliance with internal controls, audit standards, and regulatory requirements.

Duties included reconciliation and consolidation of the general ledger, performing JE's to balance current accounts Reporting of month, quarter and year end financials & Providing variance analysis.

Design and maintain dynamic Pivot Tables in Excel for real-time financial reporting and variance analysis.

Additional duties included assisting with the automation of the closing process.

FIS, Jacksonville, FL Nov 2021 – Jun 2023

Sr. Financial Data Analyst (FTE)

Worked as part of the FP&A organization, leading the PMO office as a part of a subgroup called Finance Transformation. Our aim is to help drive and manage Cross functional initiatives to help implement future state tools to enhance and develop a more dynamic operating model.

More specifically I am leading an effort called the future forward, which is seeking to size the financial reporting and forecasting operating model.

Helping develop and implement a suite of solutions from dashboards, self-service tools, automation, and AI driven KPI's to drive accuracy and productivity.

Clean, sort, and transform large datasets in MS EXCEL for budget planning, forecasting, and revenue analysis.

Standardize reporting templates in EXCEL and PowerPoint to streamline management reporting across departments.

Led successful Hyperion Essbase Version 9 implementation. Project was completed on time for the start of the 2021 plan. Promoted to the position of Sr. Financial Analyst in 2022 after a successful Hyperion Essbase Version 9 launch.

Also helped with FP&A monthly plan/forecast reporting and including headcount, fixed assets and SG&A

Work closely with the SLT on a project called Position Management to simply make much of the HR planning process, workday was critical to update the antiquated ERP platform, to a more dynamic system that was integrated with our G/L

FIS Merchant SVS and banking

FIS Direct teller configuration, Sort Pattern Studio: Used to configure and customize the FIS system Business Processes and Workflows related to teller operations and customer service Data Mapping and Transformation within FIS Direct Teller Handling error conditions and expectations Testing and validation processes and procedures.

Utilized Commercial Lending banking application and was responsible for the design and process flow of the system.

TIAA, Charlotte, NC (FTE) May 2012 – Aug 2021

Sr. Business Data Analyst Institutional Financials Services

Primary LOB support for the Retail Financial Services Business, focused specifically Sales/Servicing delivery model for our Institutional Clients, which included facilitating cross functional projects to meet regulatory Compliance, or to drive productivity, revenue, employee satisfaction, and increase NPS (Net Promoter Score)

BAU Production/Operating duties include but not limited too; FP&A duties, monthly close, g/l reconciliation, Je's, audit of financial statements, qtly review of MSA’s, vendor contracts, BRD’s, impact assessment with supply chain and stakeholders, reviewing IT maintenance, daily jobs, upgrades, patches, wan/diagrams, Network and Corp security, internal service request(ServiceNow) SAL, maintain detailed production schedule for it service delivery team

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

Led several large cross functional initiatives applying the DMAIC/agile & waterfall methodologies

Develop and implement Excel Macros to automate repetitive data entry and reporting tasks, reducing turnaround time.

Led Productivity initiative to transition from Workplace to IFSv8 which resulted in increased EMPLOYEE GEARING rates

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 analyzed WBS

Supported efforts to analyze transaction data leveraging Power BI, tableau to drive cost reductions

Also support p2p initiatives, procure to pay in the process of integrating purchasing and accounts payable systems to create greater efficiencies. It exists within the larger procurement management process and involves four key stages: Selecting goods and services. Enforcing compliance and ordering

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 improvements and major Cross functional initiatives.

Efficiency Profile led and helped create a dashboard to assess the operational efficiency of our plan sponsors.

Fund Line Up Change Spigot Winner created an automated method for our clients to process menu changes and to increase the ease and accuracy for our internal operations team, which resulted in a 30% reduction in cycle time and increased quality impacted all major clients across the enterprise.

PM for Plan Document improvement project, applying agile methodology with the goal to reduce cycle time, increase quality and improve customer experience

Involved in creating stored procedures, views, and custom SQL queries to import data from SQL Server to tableau.

Quality Management, SmartView, Hyperion Workspace, Shared Services, HFM, Hyperion Enterprise o Oracle ERP: EBS, Financials, General ledger, Consolidation, Payables, Billing/Payments, Receivables and Assets, Web o RM Relationship Coverage Model created a systematic method to allocate RM/CSMs to Institutional clients o PM/BA for Software implementation upgrade of financial reporting system from Tableau to Alteryx based platform.

Marketing Segmentation assisted in the development of methodology to create user profiles and use cases for segmentation strategy with the mission of expanding our ability to cross-selling and target market to our existing institutional clients. Reviewing statues and regulatory policies as it relates to using 3rd party data, to cross sell to participants or Partnered with Salesforce to manage the transition of our internal CRM system from Seibel to Salesforce.

Data Management includes data reconciliation, reporting, queries, allocations, management of data warehouse, data fields, data dictionary, data repository. o Extensive Integrated work between PeopleSoft to Data warehouse systems like PeopleSoft EPM other systems.

Process engineering value steam mapping via Visio, calculation of WIP, rework, and cycle times o Establishing metrics, KPI's, variance analysis, activity-based costing, scorecard management

Additional duties

Responsible for conducting interviews to identify root cause analysis for various business issues, analyzing financials, and creating detailed presentations for executive leadership to outline productivity opportunities, present solutions, and review cost allocations and budgets

Responsible for managing the demand team's project deliverables and ensuring that goals are accurately performed on schedule

Provide weekly, monthly, and quarterly status reviews to executive board and steering committees Ad hoc special projects and responsible for leading various project related deliverables.

Accomplishments

Recognized by Paul Peterson and Mike Gaenzle for my PM work in delivering the PEP for the Institutional Business (2020)

Received Institutional Continuous Improvement Annual Award (2016) for Creation and Implementation of RM Coverage Model

Received Best Transformational Project Award (2015) For my role in the IRA Rollover Transformation Project Promoted to Sr. Business Analyst in (2014)

Managed interns in creation of an activity calendar for Demand Studies

Managed and coordinated Demand Team's deliverables

Created a detailed Analysis of contractor vs. FTE expense for HR, which identified cost savings opportunities

Assisted in the creation and design of the demand intake process and centralized help desk, which identified productivity improvements of 1015% of servicing cost across the IR business

Performed analysis that identified inefficient and redundant activities within HR. Outlined a detailed approach to achieve 1015% productivity gains by automating level 1 activities.

Bank Of America, Charlotte, NC (FTE) Mar 2003 – May 2012

Senior Finance Analyst, Transportation Management/Enterprise Logistics Duties

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

Managed Invoicing, POs, Reviewing and Negotiating MSAs and SOWs, Vendor contracts and expenses, billing

Monthly Review and processing of Payroll, including reconciling actual vs forecast (ArIBA),

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.

Utilized the following technologies: Unix, CA Autosys, SQL, Teradata, Oracle. Remedy, Atlassian JIRA, Atlassian Confluence, and VersionOne.

Responsible for management of Transportation Operations in the Midwest

Gathered and refined business requirements for a new auto loan origination implementation project.

Led project to optimize transportation routes resulting in $1.1MM in annual savings

Held weekly meetings with key business partners to provide financial guidance and to stay abreast of any new developments, review variances, and provide updates

Ensured that all financial reporting adhered to applicable GAAP/SOX rules & Compliance.

*Creating Test Scripts, reconciliation between general ledger systems, KPI analysis, capital planning, variance analysis *Process mapping of key internal activities

Proficient in writing basic SQL queries and assisted with extracting data to create Data Mapping Document.

*Gap analysis, identifying audit issues, creating monitoring and control plans.

*Working with cross functional teams to provide remediation of audit issues.

Performing required journal entries and accounting entries

Used Hyperion to input rolling forecast plan Used Oracle for journal entries

Skilled with several accounting systems for data research, Insight, Hyperion, Business Objects, Access/SAP/Macros

Leveraged excel functions, VLOOKUP, macros, pivot tables, and other formulas to create dynamic reports

Performed monthly power point presentation for key stakeholders

Work closely with Supply Chain, Operations, 3rd Party vendors, Accounting, Marketing, and Treasury Operations

Responsible for contract management, SOW, RFP review and update in Atrium, and advisory services in support supply chain Used Ariba to research and execute accounts payable orders Worked with Essbase.

Accomplishments

Recognized for excellent business partnering with my executive and other key leaders including Supply Chain Management, Risk and Quality

Recognized for leading a supplies reduction project with resulting in $1.8MM in savings over a two-year period

Process Design

(Routinely used Excel VLOOKUP, Macros, Pivot Tables, and other formulas. Also created monthly PowerPoint presentations)

Education

B.S. in Business Administration from University of Florida, Gainesville, FL

MBA in Finance from Tiffin University, '2020

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