Data Analyst Financial & Revenue Operations Specialist

SEREYRACHANA “Rachana” PEN Data Analyst

Santa Ana, CA • 562-***-****

********************@*****.*** • https://www.linkedin.com/in/sereyrachana-pen

SUMMARY

Detail-oriented and analytical professional with over 3 years of experience in account data management, financial data analysis, and process improvement within fast-paced business environments. Skilled in managing complex datasets, ensuring contract compliance, optimizing workflows, and supporting revenue recognition processes. Proficient in Salesforce, PowerBI, Excel, and SharePoint with a proven ability to resolve client issues and enhance operational efficiency. Adept at collaborating with cross-functional teams to maintain data integrity and drive process improvements.

TECHNICAL SKILLS

Account Data & Financial Operations: Account data management Contract and order form compliance review Revenue recognition support Billing, invoice, and funding document processing Financial data validation and audit-ready documentation KPI tracking and anomaly detection

Audit & Enterprise Platforms: EY Canvas (audit documentation & reporting platform) SAP Fieldglass (contingent labor tracking, rate validation, approvals) CAMO processes (client account management, contract coordination, billing and compliance support)

Analytics Skills & Excel Skill:Excel (advanced formulas, PivotTables, charts, XLOOKUP/VLOOKUP, SUMIFS, COUNTIFS) Excel-based cost models and reconciliation schedules Data cleaning and exploratory data analysis (EDA)

Leadership Skills: Presenting Solutions Exceptional Communicator Teamwork Collaboration Problem Solving

Languages & Database: Python (foundational level) SQL (basic queries) Microsoft Access (database management) ETL concepts (data extraction, transformation, and loading)

Reporting & Communication: Executive-ready financial reporting Cross-functional collaboration Clear communication of cost and compliance insights Problem solving

WORK EXPERIENCE

Data Analyst Jan 2025- Jan 2026 West Coast Consulting LLC, USA

●Analyzed and validated account and financial data using advanced Excel, supporting revenue recognition, budgeting, and operational oversight across projects totaling $2M+ in spend.

●Reviewed and reconciled invoices, labor costs, and funding documents in SAP Fieldglass and Excel, ensuring data accuracy, completeness, and compliance with company policies.

●Monitored forecast-to-actual performance and identified variances and trends to support proactive financial and operational decision-making.

●Developed and maintained structured mappings between financial accounts, Management Orders (MO), and Statements of Work (SOW), enhancing traceability and reporting reliability.

●Prepared executive-ready financial and operational reports, dashboards, and reconciliation schedules using Excel, contributing to management-level planning and approvals.

●Conducted ad hoc data analyses to identify anomalies, potential risks, and process improvements, strengthening internal controls and audit readiness.

●Collaborated cross-functionally with finance, operations, and consulting teams to resolve account discrepancies and improve data integrity across systems.

●Assisted in documenting and standardizing reconciliation, reporting, and internal control processes, driving operational efficiency and process consistency.

●Supported the review of agreements, order forms, and account data for completeness and compliance, aiding timely revenue recognition and client satisfaction.

●Tracked and resolved client-related issues and incident tickets, ensuring timely resolution and high-quality service delivery.

●Developed Excel-based tracking tools and PowerBI dashboards to monitor key metrics, detect anomalies, and support process optimization.

●Participated in audits and quality assurance checks to validate system configurations, account setups, and compliance with internal standards.

●Proposed workflow improvements and process enhancements, streamlining account data management and reducing data entry errors.

●Maintained secure and organized digital records, ensuring integrity of confidential client and account data.

●Assisted in onboarding new team members by providing training and documentation for internal processes, supporting knowledge transfer and operational consistency.

Assurance Associate (Business / Data Analyst Focus) Dec 2022- May 2024 Ernst & Young (Cambodia) Ltd, Cambodia

●Conducted end-to-end analysis of financial and operational data across 20+ client engagements, validating invoices, reconciliations, and variances to support accurate account reporting and risk assessment.

●Utilized advanced Excel (PivotTables, XLOOKUP/VLOOKUP, SUMIFS, trend and variance analysis) to analyze large datasets, producing actionable insights to support A/R monitoring, collections, and operational decisions.

●Prepared executive-level financial and operational summaries, translating complex data into clear insights for internal stakeholders, improving transparency in credit exposure and customer account management.

●Analyzed payroll and labor costs for 10,000+ employees, ensuring data accuracy, identifying anomalies, and supporting timely payments and proper account documentation.

●Maintained fixed asset and operational cost data for 500+ assets, supporting tracking of investment, depreciation, and cost allocations relevant to customer contracts and financial reporting.

●Collaborated cross-functionally with finance, operations, and inventory teams to validate $20M+ in account data, ensuring consistency between operational systems and customer accounts.

●Reviewed $28M+ revenue datasets for accuracy, timing, and recognition, supporting forecast updates, variance analysis, and credit-related financial decisions.

●Maintained audit-ready documentation and analytical working papers across multiple accounts, ensuring traceability, version control, and adherence to internal controls.

●Developed dashboards and analytical reports to present key financial metrics, supporting management, client discussions, and operational decision-making related to account health.

●Translated complex financial, operational, and compliance data into actionable insights for both technical and non-technical stakeholders, enhancing decision-making around credit and customer relationships.

●Supported account review processes by preparing reconciliations, schedules, and supporting documentation, contributing to accurate reporting and effective customer account management.

●Evaluated the consistency of account classifications, allocations, and transactions, identifying gaps and recommending improvements to strengthen transparency and internal controls in financial operations.

CERTIFICATIONS

Applied Accounting Program In Progress University of California Irvine, Division of Continuing Education

Certified Accountant Technician 2024 CamEd Business School and ACCA, Cambodia

Microsoft Excel: Learn Modern Excel for Data Analysis 2025 Udemy

Tableau Ultimate Course for Data Analysis 2025 Udemy

A Comprehensive Guide On Domain & Web Hosting 2025 Udemy

Master Python, SQL, Data Visualization, Machine Learning, Statistics, & AI 2026 Udemy

The Complete ServiceNow System Administrator Course 2026 Udemy

Member of Delta Mu Delta Honor Society USA ( Pi Mu Chapter )

EDUCATION

Master of Business Administration (Concentration in Data Analyst) In Progress Westcliff University, Irvine, California

Bachelor's Degree in Accounting and Finance 2024 CamEd Business School, Cambodia

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