Senior Data Analyst, Financial Analysis

• Apr 2021 - Present

Financial Analyst, Financial Analysis

• May 2017 - Apr 2021

I automate labor intensive data processes and build out/run various reports (including Commissions, Claims, and SSPUP bonus incentive program) using SQL, VBA, and Python.

Marketing Data Analyst

• Jun 2016 - Jan 2017

• Oversee and assist in managing lead generation process for Sales team via Salesforce and Hubspot • Create an understanding of web traffic origins using Google Analytics to influence targeting • Normalize outbound datasets and cleanse customer information for sales team • Investigate customer churn reasons and find trends to help mitigate future churn • Evaluate types of customers for product bucketing potential • Create and manage projects for data entry teams to append and enhance datasets • Ad-hoc reporting for the marketing and finance teams related to sales

Calculus Tutor

• Mar 2013 - May 2016

• Tutored 3-4 students per semester • Used problem solving techniques including differentiation and integration to explain optimization, limit analysis, and related rates • Tutored 3-4 students per semester • Used problem solving techniques including differentiation and integration to explain optimization, limit analysis, and related rates

Financial Analyst Extern

• Jan 2016 - Jan 2016

• Created zip code/county database for GSE and FHA forward loan limits • Executed delinquency rate analysis and PowerPoint presentation for a loan portfolio • Completed a loan tape carving with data stratifications and a business memo • Created zip code/county database for GSE and FHA forward loan limits • Executed delinquency rate analysis and PowerPoint presentation for a loan portfolio • Completed a loan tape carving with data stratifications and a business memo

Managed Markets Finance Intern

• Jun 2015 - Aug 2015

• Performed full rebate adjudication process for top regional accounts worth $1.2M/ assisted senior analysts in processing major national accounts • Developed a product tracker that recorded key contractual terms • Investigated 100+ Managed Care & Medicare Part D formularies to uncover non-compliance of contractual requirements yielding a potential $330k in revenue deduction savings. • Performed full rebate adjudication process for top regional accounts worth $1.2M/ assisted senior analysts in processing major national accounts • Developed a product tracker that recorded key contractual terms • Investigated 100+ Managed Care & Medicare Part D formularies to uncover non-compliance of contractual requirements yielding a potential $330k in revenue deduction savings.

Retail Stock Associate

• Jun 2012 - Jan 2015

• Reviewed and verified product deliveries for accuracy in addition to obtaining a two-time salary increase • Maintained organized stock room to ensure quick product accessibility • Reviewed and verified product deliveries for accuracy in addition to obtaining a two-time salary increase • Maintained organized stock room to ensure quick product accessibility

Math Tutor

• Jan 2014 - Jan 2014

• Worked with up to three elementary through high school students at a time to improve their quantitative proficiency (i.e. ACT math prep, algebra, geometry, pre-calculus) • Worked with up to three elementary through high school students at a time to improve their quantitative proficiency (i.e. ACT math prep, algebra, geometry, pre-calculus)

Counter Help

• Aug 2010 - May 2012

• Worked as a team member to expedite customer orders • Worked as a team member to expedite customer orders