San Diego, California, United States
I am an experienced Financial and Data Analyst with a demonstrated history of working on complex data projects and communicating information to a wide variety of business partners. I excel in Microsoft Suite, Data Analysis, and Process Improvements. I have strong project management skills with a Bachelor’s Degree in International Studies - Business and a minor in Management Science from the University of California, San Diego. I am always looking for opportunities to connect with others with the similar desire to innovate and create new solutions to better one another. I love to help people, please feel free to connect and we can create something great!
• Helped develop and maintain a $50M budget, delivering monthly and quarterly forecasts and providing actionable insights to senior leadership through PowerPoint Thinkcell and Tableau, ensuring forecast accuracy while aligning financial strategies with business goals • Organized and optimized financial models for business cases, while building out macro processes that reduced performance tracking time by more than 50% and proactively helps with identifying potential issues • Served as a Finance Policy Knowledge Expert for business partners, offering guidance on accruals, reclasses, debit/credit transactions, and PO closures while driving process improvements with VBA to streamline variance checks and enhancing reporting efficiency • Assisted with backfill finance trainings during department & CLT transitions, managing the absorption of the Commercial Department by providing strategic support, including the development of a new GL hierarchy and cost center restructuring
• Manage, optimize, and present monthly and quarterly reporting with cross-departmental teams, delivering actionable insights into cost drivers, pricing and incentives data, and variance analysis, while creating executive-ready presentations • Build, maintain, and outsource complex financial models for forecasting the Mobile Business Unit outlook, streamlining processes by an hour for weekly and quarterly forecasting processes by offloading workload to external India teams and VBA automation • Expanded the Software Business 3-year forecast working with upper management and sales on potential new business opportunities including a business case that bundled a pricing deal w/Chinese and Japanese customers • Collaborated with cross-functional teams, including Sales, Program Management, Product Management, Engineering, and Marketing, utilizing advanced Excel, PowerPoint, and Tableau skills for projects and presentations in a fast-paced environment.
• Spearheaded a 5-year renewal proposal with the Department of Energy, working extensively with technical Engineering teams to coordinate Basis-of-Estimates, implement reporting procedures, and coordinate financial operations to report to program management leadership • Developed working procedures by creating project trackers, escalation documents, VBA macros, and step-by-step instructions • Facilitated weekly meetings to provide assistance on project reporting, financial support, and documentation of planning, tracking, and analysis procedures
• Executed cost proposals, financial summaries, and pricing assumptions for accurate and timely decision-making through scheduling kickoff meetings, analyzing bill of materials, and sending reports to pricing • Analyzed data systems and organizational trends to determine needed process improvements, creating Excel Macros in VBA for departments that helped save 2-8 hours on special projects • Provided analytical guidance to key stakeholders by quantifying costs for production, utilizing SAP/BI software to obtain work order data, and conduct Was-Is Analysis to substantiate cost deltas • Onboarded and trained new hires by creating new hire presentations and learning modules
• Prepared monthly financial reporting to executive management, delivering business cases utilizing data metrics to identify structure weakness and propose recommendations for process improvements • Identified $2.1M+ in underpaid hospital claims from performing ad-hoc analysis over 5000+ account audits, investigating trends and designing data-driven solutions for clients using SQL and database queries.