Project Business Analyst

• Jun 2018 - Present

Financial Analyst\Accountant

• Mar 2017 - Jun 2018

• Bank Reconciliations for 7 internal companies • Inter-company Balance Reconciliation • IFTA and HUT Return filing monthly • Download, reconcile and upload fuel report transactions into TMW system • Analyzed and prepared monthly, quarterly and annual reports for Account Managers and Senior Management with 100% on time delivery • Prepared Forecasts, General Management Reports, Actual vs. Budget • Balance Sheet Recons • Journal Entry preparing/uploads • Providing ad-hoc support to colleagues and other company department • Analyzing data from a variety of sources in order to provide business insights • Develop and Manage complex excel-based financial models Show less

Business Analyst

• Apr 2008 - Mar 2017

Catamaran, the industry’s fastest-growing pharmacy benefits manager, helps organizations and the communities we serve take control of prescription drug costs. Our flexible, holistic solutions improve patient care and empower individuals to take charge of their health. Processing one in every five prescription claims in the U.S., Catamaran’s skill and scale deliver compelling financial results and sustainable improvement in the overall health of members. Calculate client pharmaceutical rebate reimbursements and provide internal and client reporting for over 250 clients valued at approximately $50,000,000 per quarter. Assist in the preparation of quarter-end close rebate payable closing schedule General Management Reports Actual vs. Budget vs. Historical vs. Contract Identify anomalies • Calculate client rebate payments per the clients contractual payment terms • Prepare all backup documentation to support the payment and submit for approval via our payment approval system • Create client remittances and standard rebate reporting for each payment • Create customized reporting packages for clients with specific reporting needs • Ensure payables aging accurately reflects balances due to clients and write off balances as needed • Prepare estimates of earned rebates for client contract renewals and annual reviews. • Support the development of client rebate guarantees • Interact closely with other departments to ensure all contract terms are correctly reflected in all models • Perform documentation and analysis for internal and external audits • Validate of source data and interpretation of report results • Develop presentations, departmental policies and procedures, and training manuals • Special projects and ad hoc reporting Show less

Retail Analyst

• Apr 2005 - Apr 2008

General Management Reports Actual vs. Budget vs. Historical vs. Contract Identify anomalies and research with Sales/Operation Gross Profit Ranking 90 Day Watch List Freight Management Freight Margin Report Asset Sales information Prepare financial analysis for proposed sales Asset Sales Information Assist Retail Sales team Work with Sales on Potential Prospect and their needs vs. Ops Capability Coordinate internal communication with supply/freight Create pricing mechanism proposal for rack vs. index vs. formula Review freight/supply options LCR Assist Acquisition Team Provide financial operational analysis of potential business Key Lines of communication Contract Manger Territory Representativ Sales Team Accounting Responsible for improving processes and profits through internal efficiencies and analysis will also evaluate and manage retail site (RMA) street pricing daily to maximize margin and volume. Develop various financial functions. Review Budgets, P & L and Balance Sheets. Show less