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Data-Driven Strategy & Financial Analytics Leader

Location:
Orlando, FL, 32801
Posted:
December 22, 2025

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Resume:

Ali Fazal **********@*****.***

763-***-****

B.S Information Systems St. Cloud State University - Saint Cloud, MN Awards

Certified Scrum Master - CSM

Awards in ERP SAP: Hands-on experience with ERP systems, specifically SAP including: FICO, SD, PP, MM and HCM

Career Summary

8+ years of experience delivering data-driven insights and strategic reporting across Distribution, Healthcare, Service, and Finance sectors. Proven ability to bridge technical and business teams, turning complex data into executive-level presentations and clear, actionable insights. Adept at stakeholder management, cross-functional collaboration, and supporting IT financial planning, budgeting, and forecasting.

Expert in Excel (including advanced functions like VLOOKUP, pivot tables, and dynamic formulas), PowerPoint, and Power BI, with a track record of building automated dashboards and reports that support operational efficiency and compliance.

Business Development Manager

JES Landscaping - Heathrow, FL

June 2023 to Jan 2025

Financial Optimization & Data Automation

Streamlined general ledger reconciliation, ensuring accurate transaction records and audit compliance.

Enhanced cash flow management by improving accounts receivable aging and collection efficiency.

Designed structured expense tables for precise cost analysis and budget forecasting.

Integrated SharePoint with Power BI to automate reporting and monitor compliance KPIs.

Outcome: Improved financial accuracy and reduced manual reconciliation efforts.

Securing New Commercial Contracts

Leveraged Power BI dashboards to showcase key metrics in RFQ responses.

Led AI-integrated RFQ processing to automate responses and enhance bid accuracy.

Outcome: Increased contract acquisition with real-time data insights.

Business Transformation & Growth Strategy

Managed JES Landscaping’s transition strategy and strategic business mergers.

Designed a 24-hour crew availability model, optimizing account response times.

Outcome: Strengthened client retention and operational efficiency.

AI-Driven Lead Generation & Customer Engagement

Managed AI-powered outbound calling using Twilio, integrating with CRM workflows.

Developed an AI system for end-to-end sales automation.

Outcome: Increased lead engagement by 40%, reduced manual calling by 60%, and boosted scheduled estimates by 25%.

Enhancing Commercial Property Appeal

Focused on curb appeal strategies to attract high-value tenants.

Outcome: Strengthened JES Landscaping’s premium market positioning.Accounting Analyst

Bio-Plus Specialty Pharmacy - Altamonte Springs, FL

Feb 2021 to June 2023

Power BI Dashboard Development

Integrated patent records, drug names, and types to enhance financial and operational insights.

Centralized Data Management

Consolidated data files into SharePoint, improving accessibility and collaboration.

Regulatory Compliance & Security

Established access controls, aligning systems with HIPAA standards.

Process Automation & Efficiency Gains

Automated Excel processes, reducing daily processing time by 3 hours and saving 60+ hours monthly.

Advanced Operational Reporting

Developed Power BI visualizations to improve forecasting accuracy for leadership decisions.Power BI Financial Data Analyst

Colonial Wholesale Distributing Inc. - Tampa, FL

Oct 2019 to Feb 2021

Financial Audits & Compliance

Conducted audits to identify variances in inventory valuation and expenses.

Ensured compliance with financial reporting standards.

Outcome: Strengthened financial accuracy and regulatory adherence.

Data-Driven Decision-Making with Power BI

Created Power BI reports for senior leadership, analyzing key performance metrics.

Outcome: Contributed to a 9% increase in quarterly sales.

Inventory Optimization & Cost Reduction

Improved stock management across five warehouses, reallocating overstocked units.

Outcome: Lowered operational expenses while ensuring stock availability.

Cross-Departmental Process Integration

Integrated S2K IBM ERP insights to enhance demand forecasting.

Outcome: Strengthened inventory management and departmental alignment.

Information Security Analyst

Constellation, Inc. - Edina, MN

June 2015 to Sept 2019

Security & Technology Adoption

Negotiated vendor contracts and introduced low-code platforms to accelerate development.

Outcome: Reduced IT backlog and expedited application deployment.

Cost Reduction & Operational Efficiency

Implemented workflow automation, cutting process costs by 16%.

Risk Management & Security Compliance

Reviewed security exceptions and ensured industry-standard compliance.

Outcome: Strengthened business continuity and minimized security risks.



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