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Business/Reports/Financial Analyst

Columbia, SC, 29223
November 01, 2009

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*** ****** *** #****

Columbia, SC ***23



QUALIFICATIONS: Enthusiastic and highly adaptable Business Analyst with versatile experience in these areas:

• Developing strategies and recommendations to achieve business objectives

• Providing multi-faceted business-to-business consultant and project leadership

• Analyzing complex data, creating solutions, and building positive client relationships

• Partnering with managers and clients to prioritize, coordinate, and manage projects

• Designing process improvements to streamline workflow and improve productivity

• Producing clear, concise, and well-organized project reports and training manuals

COMPUTERS: Hardware / Operating Systems:

• PC’s / Laptops • H.P. 3000 • Intermediate Mainframes

• Windows Vista/XP / NT / 98 / 95 • UNIX • Novel

Software Applications / Languages:

• Microsoft Access • Microsoft Excel • Microsoft Word

• Crystal Reports • Microsoft Paint • Syspro/Impact/Encore

• F9 GL Report Writing • Micro Focus U/SQL (ODBC) • Microsoft Publisher

• Adobe Acrobat • Oracle • SQL Server



Talent Tree Employment Agency – Sacramento, California

Golden 1 Credit Union

• Used Microsoft Access to review 1st Mortgage, Equity and Consumer Loan data.

• Created numerous reports to provide data required by the Senior Vice President of Lending, Vice President of Lending, Vice President of Real Estate and Director of Collections.

• Created and had printed a compilation of reports which were reviewed and approved by the board of directors.

• Wrote a procedure manual on tasks involved with writing the reports.

• Created reports showing errors in the data which then were printed and passed on to the appropriate departments to correct.


Robert Half and Associates – Sacramento, California

Community Housing Opportunities

• Used Crystal Reports X1 to .write reports using Yardi Web Based software.

• Used SQL server 2008 to extracted data for reporting purposes.

• Learned how to run and operate Yardi software.

SBM Corporation

• Created various sales/marketing and accounting reports using Crystal Reports 10.

• Became familiar with customer’s database and reconciled data using the reports.

• Using SQL server 2000 extracted and manipulated data for reporting purposes.

Fremont/Rideout Hospital

• Analyzed Blue Cross payments of the previous quarter to identify and compare percentages of payments paid out by Blue Cross.

• Provided reports and other Ad Hoc data for the Controller and Hospital Board using Excel spreadsheets.

• Utilized data provided from client system to create a MS Access database in order to extrapolate usable information into report format.

• Learned and created procedures regarding the use and operation of the Case-Mix report writer function of the customer’s A4 operating system.

MANAGER (09/03 – 03/07)

SSMC Properties, LLC – Citrus Heights, California

• Responsible for creation and operation of a real estate investment company.

• Located, researched and determined if said property met company needs.

• Analyzed costs of completion of each project.

• Monitored all expenses and produced detailed reports showing the labor, overhead and material costs per project and for the company.

• Hired the contractors and oversaw the necessary repairs and improvements for each project.

• Negotiated the sale and conditions of sale for each property.

FINANCIAL ANALYST (04/02 – 08/03)

Manpower – Roseville, California

• Reported on financial situation of Distribute IT Services (Warranty options) for HP North American products.

• Created instruction manual for process of gathering and processing all financial reports.

• Presided over monthly finance meeting to present monthly reports and explain what the numbers meant to various managers.

• Assisted with transfer of data gathering duties and closing out of various programs due to HP/Compaq merger.

OWNER / PRESIDENT (10/00 – 04/02)

Webber Technical Resources – Roseville, California

• Setup a creative new business venture. Building on the foundation of knowledge learned from being a consultant, created a search engine for report writers of Impact/Encore.

• Initiated the expertise of lawyers, accountants bankers, web site hosts and credit card billing companies in the formation and operation of a small business.

• Configured a website to market my product and sent out numerous bulk emails to pique the interest of my targeted market.

• Tracked all expenses and costs of project using Microsoft Access.


Systems Advisory Services – Bellevue, Washington

• Served as an integral part of a software support team providing multi-faceted business-to-business consultation to a wide range of business clients nationwide.

• Use a thorough grasp of project management methodologies and an in-depth knowledge of Impact Encore manufacturing accounting software to analyze complex client data and create innovative solutions designed to meet client software needs.

• Created cost accounting reports which reviewed the individual parts cost and the overall cost of manufacturing (including labor, overhead and cost of materials)

• Earned a reputation for being a “forward thinking” Consultant and used excellent writing skills to prepare clear and concise financial, production, and other reports.

• Developed and facilitated Crystal Report/Microsoft Access with Encore data and F9 software with Encore software user training classes.


Western International University - Phoenix, Arizona (1986)



Pima Community College - Tucson, Arizona (1983)

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