Peter Finkle

Cornell Graduate in Information Science

Walpole, Massachusetts, United States

About

Experience

  • Financial Customer Associate at Fidelity Investments
    Apr 2026 - Present · 3 mos

    Assisting retirement plan participants with their 401(k) and other defined contribution plans

  • Receptionist at Aldona Finkle MDPC
    Sep 2025 - Apr 2026 · 8 mos

    Answer calls, check in/check out patients, schedule and reschedule appointments using Epic, maintain appointment records, accept and track co-payments and balances, and scan documents into patient files. Use QuickBooks to categorize and create rules for transactions. Cash handling experience.

  • Technical Services Specialist at Epic
    May 2024 - Sep 2024 · 5 mos

    Provided Epic software support to users in 2 hospitals and 2 states ▪ Investigated and analyzed an average of 3-5 high-priority and 12 lower priority issues weekly. ▪ Evaluated support issues and immediately handled ones potentially affecting patient safety. ▪ Communicated user feedback and requests for new features or functionality to team leader, analysts, and healthcare personnel.

  • Data Analyst Intern at Allstate
    Jul 2023 - Oct 2023 · 4 mos

    Excelled in creating dashboards to automate processes and facilitate strategic decision-making. ▪ Improved visuals of existing Excel dashboard for management. Exported security data from Archer to Excel, and adjusted pre-set macros to enhance data interpretation of weekly reporting. ▪ Rapidly learned PowerBI to create new dashboard, providing a single visualization of critical data for viewing by 100 stakeholders. ▪ Made all design decisions, including data organization, on an 8-page dashboard. ▪ Successful solution reduced 3-hour manual process down to just minutes to run. ▪ Asked by management to present and demo dashboard to team members, internal management, compliance professionals, and high-ranking officials at Allstate.

  • Data Analyst at Manulife
    Jun 2022 - Aug 2022 · 3 mos

    Core team member on project to migrate apps and virtual machines to cloud using MS Access and Azure. ▪ Co-built dashboard to track migration status of hundreds of virtual machines nationwide. ▪ Compiled/sent data to engineers on current state of architecture and applications to be migrated. ▪ Completed variety of tasks under aggressive timelines with meticulous attention to detail.