Functional Skills

Financial Modeling
Financial Planning & Analysis (FP&A)
Data Modeling
Data Visualization / Reports
Data Collection / Research
Accounting Software Implementation
Accounts Payable
Business Intelligence
Financial Management
Forecasting / Projections
Leadership Development
Operations Management
Project Management
Agile Software Development
Data Analysis

Software Skills

Tableau
Microsoft Excel
Microsoft Excel Macros
PowerBI
Data visualization
Database design
Microsoft PowerPoint
Cluster analysis
Microsoft Office
Microsoft Word
SQL
Salesforce
Storage Area Network (SAN)

Certifications

CFECertified Fraud Examiner
MCPMicrosoft Certified Professional

Sector Experience

Business Services
Financial Services
Healthcare
Real Estate
Social & Public Sector

Languages

English

Notable Clients

Citigroup
Deloitte
HSBC
Marriott International
Teledoc
Fortune 500

Experience

Excel Advice, Inc. Management Consulting
CEO
10/2012 - Present
● Technical Capabilities: Tableau Data Visualization · Dashboard Creation · Statistical Analysis · Metric Reporting · Customized Technical Trainings · Scripting Customized Computer Codes · Design and Revamp Tracking Tools · Data Forensics · Data Cleansing and Forecasting · Researching Legislative Compliance
● Client Portfolio: WITNESS to Mass Incarceration, Inc. · CAPCO & HSBC (VBA/PowerQuery/ILM) · CitiBank (Tableau / Data Visualization) · Fitch Training (Excel / Statistics) · Teladoc (PowerQuery / Salesforce) · Deloitte (Excel / VBA) · Marriott (VBA) · New York State Attorney General’s Office (Federal Tax Compliance) · PraxAir (VBA / Excel) · U.S. Army (Financial Modeling / Excel) · Department of Defense (XML / Excel) · eConsulting Group (PowerBI / Tableau / Excel) · Department of Homeland Security / Lutheran Social Services of the National Capital Area (MS Access / Excel) · UCSD Extension (PowerBI / Excel / Business Intelligence) · SeniorQuote (Excel) · Evari GIS (VBA)· SynergyBIS
Purisolve Management Consulting
Senior Business Analyst
6/2014 - 7/2020
● Review legislative business-related tax requirements and automate ETL related tasks accordingly for reporting and analysis
● Designed K-Means cluster analysis tools to identify and recommended requirements for writing codes used to flag datapoints
● Designed reporting methods and recommended new/update requirements gathering to enhance productivity
● Script queries for extracting data from IRS systems via SQL & BOE. Data refined in Excel and results distributed accordingly
● Aggregated and reported, Housing Finance Agency data for NIBP & TCLP bond programs: Single-family & Multi-family Loans
● Aggregated and reported, National Public Pension Plan data, for all US Municipalities, review Annual Required Contributions, Pension Benefit, Obligations, Pension funding shortfalls etc. Create heat maps based on Census Bureau T.I.G.E.R. data files
● ACCOMPLISHED – Improved efficiency of generating IRS notices with VBA code to self-populate, thus saving taxpayer dollars
Capital One Financial Operations
Senior Business Analyst
7/2013 - 1/2014
● Exercising agile methodology and waterfall methodology in daily production of PCR, IFM, and CCR.’s
● Automate all Excel databases with VBA coding, aggregating production data, transforming into visualizations, for PowerPoint.
● Analyze data of PCR inflow and processing activities; confirming bank regulations and c standards are upheld and/or addressed
● Audit, update and create policy & procedure documents for utilization by both internal and external parties
● Audit Visio & PowerPoint presentations created by team, coaching team members on presentation skills
AMN Healthacre Accounting
Corporate Trainer / Billing Specialist
1/2011 - 10/2012
● Created and taught companywide MS Excel classes; Beginner, Formula, Pivot Table, Chart/Graph classes. Total attendees 350 +
● Managed $2 million+ weekly billing, utilizing APeX, PeopleSoft, PeopleClick, Excel for internal & external vendors/customers
● PowerPoint presentations to senior management on detailed maps of travel nurse industry using ArcGIS technology
● ACCOMPLISHED - (Percent of Production Calculator) Invented interactive calculator that considers numerous variables to determine correct billing. Now used by numerous departments. Saving 15 minutes per invoice
Exodus Recovery Accounting
Financial Data Analyst
5/2009 - 7/2010
● Generated reports from ‘Anasazi’ medical software used for billing, auditing, analyzing service trends
● Audited all medical charts for proper billing. Found and reconciled over $10,000.00 in missed / incorrect billing
● Developed customized Likert scale surveys for clients, results to be reviewed with clinicians for improved services
● ACCOMPLISHED - Designed and created MS Excel databases and dashboards for management, analysis, and reporting purposes
Community Research Foundation Accounting
Accounts Payable Clerk
8/2007 - 5/2009
● Trained employees on Excel and Anasazi Medical Billing software. Provided database management creation & support
● Analyzed budgets and reconciled them with reports from other departments. Utility, leasing, maintenance costs etc.
● Aggregated data from 32 satellite sites used to generate company’s key monthly ‘Scope Report’ showing YTD productivity
● Exercising Agile Methodology extracting data from Anasazi Software to generate important reports such as ‘Scope Report’
PineLawn Power Accounting
Accounts Payable
8/2006 - 6/2007
● Reconciled invoices with purchase orders, updating GP MATE inventory computer software
● All A/P was reviewed with 3/Way reconciliation. Information was organized before being presented to office manager
● Created and distributed instructional training manuals to colleagues. Prepped conference room for staff training
Suffolk County Community College Other
Lead Accounting / Business Tutor
8/2005 - 6/2007
● Lead tutor for the community college's business department
● Oversaw all tutors for Accounting, Business, Business Math, Business Law