Experience

Matthews-Vu Medical Group

• United States
• Wellness and Fitness Services
• 1 - 100 Employee

• Data Analyst

  • Jan 2020 - Present

  Colorado Springs, Colorado Area



INTL FCStone

• Jr. Business Analyst

  • Jan 2019 - Jul 2019

  Birmingham, Alabama Area  Established and maintained process for reporting Bluesheet trade requests from FINRA and SEC for Compliance department  Conducted bi-weekly meetings with Analytics team and documented issues needing to be resolved  Built multiple reports and ad hoc data pulls for various groups including operational support, traders, compliance, front office, independent broker dealers, clients, FINRA, and the SEC with SQL  Automated reports for daily, weekly or monthly consumption using SSRS via… Show more  Established and maintained process for reporting Bluesheet trade requests from FINRA and SEC for Compliance department  Conducted bi-weekly meetings with Analytics team and documented issues needing to be resolved  Built multiple reports and ad hoc data pulls for various groups including operational support, traders, compliance, front office, independent broker dealers, clients, FINRA, and the SEC with SQL  Automated reports for daily, weekly or monthly consumption using SSRS via Visual Studio Report Builder  Acted as lead liaison between technical resources and operations personnel, ensuring a smooth flow of information to develop Business Requirements.  Documented business requirements and translated into possible technological solutions.  Proposed solutions to problems while considering timeliness, effectiveness, and practicality in addressing needs. Show less



Education Corporation of America

• United States
• Education Administration Programs
• 1 - 100 Employee

• Finance Business Analyst

  • Mar 2013 - Dec 2018

  Birmingham, Alabama Area  Reports daily on operations and finance to senior management in order to assist in decision making  Oversees the daily tracking of student population inflows and outflows for senior management  Manages weekly student population forecast updates from 8 regions and publishes to executive leadership  Consulted and assisted in developing and managing dashboards used to administer financial aid  Automated numerous processes and procedures to increase efficiency  Wrote and… Show more  Reports daily on operations and finance to senior management in order to assist in decision making  Oversees the daily tracking of student population inflows and outflows for senior management  Manages weekly student population forecast updates from 8 regions and publishes to executive leadership  Consulted and assisted in developing and managing dashboards used to administer financial aid  Automated numerous processes and procedures to increase efficiency  Wrote and automated reporting to provide projections for cash flow and revenue  Developed department reports and dashboards using Excel, SQL, and Microsoft reporting services  Provide support for end users  Assist the Compliance department with annual audits and regulatory reporting  Managed the process of Title IV draws and refunds from G5 bank to corporate accounts  Daily/monthly reconciliations of Title IV funds  Monitoring of Title IV payment rosters to confirm posting

• Document Review Specialist

  • Mar 2012 - Mar 2013

  Birmingham, Alabama Area  Audited student financial aid documents for Title IV and Institutional compliance  Audited student budgets for compliance prior to submission to DOE for origination  Participated in fraud analysis  Assisted campus based student finance teams with compliance issues