Data and BI Analyst

• Jan 2023 - Present

- Extraction and analysis of company information, primarily financial and revenue reports. - Compiling data regarding reported issues and offering remedies that improve operations. - Develop and implement databases, data collection systems, data analytics and other strategies. - Identify, analyze, and interpret trends or patterns in complex data sets. - Locate and define new process improvement opportunities. - Helping develop reports and analysis. - Managing and designing the reporting environment, including data sources. - Supporting initiatives for data integrity and normalization. - Troubleshooting the reporting database environment and reports.

Senior Commissions Specialist

• Aug 2022 - Dec 2022

Commissions Specialist

• Sep 2021 - Aug 2022

StrataCore is an IT Infrastructure Broker in Seattle. IT Executives are constantly being overwhelmed by the exceedingly rapid pace at which technology advances. Technologies which they need to stay up to date with to remain relevant and adapt to consumer changes which ultimately affect business decisions. This is where IT brokers come in. It’s a broker’s job to stay up-to-date on industry trends, pricing, providers, and services–so that you don’t have to.Responsibilities:- Responsible for data entry and maintenance of RPM commission system.- Upon order installation, review Salesforce to ensure proper process was followed and enter order into RPM.- Monitor Salesforce for order changes/status updates and ensure RPM is updated to reflect changes.- Perform data comparisons using Excel to ensure RPM and Salesforce data are in sync.- Upon receipt of first commission, update Salesforce to reflect payment.- Ensure Salesforce is up to date regarding commission payout rates.- Perform quarterly reviews to ensure data reflects the latest agreement rates for Master Agencies.- As new providers are added to our portfolio, update payout rates for all master agencies.- For new orders 90-days post-install with no payment received, initiate a commission inquiry to confirm commissions are pending.- For renewal orders 120 days post-install with no payment received, review original order to ensure all payments were received, then initiate a commission inquiry to confirm renewal date and confirm commissions are pending.- Other inquiries as assigned (e.g. request details about commission rate or MRC variances).- As needed, follow up with sales team to request necessary information and/or provide updates regarding ongoing disputes.- Escalate inquiries as needed following the proper escalation process.- Create and upload commission worksheets as assigned by the Commissions Operations Manager.

Business Analyst / Administrative Assistant

• Jun 2019 - Aug 2021

Performed diverse administrative functions requiring confidentiality, initiative and sound judgment Supported both managers and employees through a variety of tasks related to different departments Through which I developed a certain familiarity and competence with a variety of concepts, practices and procedures, each from different areas and industries. Responsibilities: - Two year experience in bookkeeping responsibilities. - Record day to day financial transactions and complete posting process. - Monitor financial transactions and reports. - Able to prepare, review, and understand a financial statement. - Monthly update on invoice payments from requisitions. - Submit and reconcile expense reports. - Development of projection templates for investors. - Organize and schedule meetings, appointments and itineraries. - Development and maintenance of database systems. - Experience in recruitment/selection process through LinkedIn Recruiter.

Compliance Analyst

• Aug 2017 - May 2019

Ensure the compliance and adherence to guidelines and anti money laundering laws established by the government of the United Sates of America, to guarantee compliance with it’s regulations and ordinances. Responsibilities: - Investigate and trace possible money laundry based on transaction movements and/or data - Communicate clear and appropriate action to management regarding action to be taken on an agent or customer based off of the results of a financial investigation - Perform occasional internal reviews and frequently interact with clients to obtain required information associated with an investigation - Identify compliance problems that call for formal attention - Responsible for maintaining organization of all records associated with investigations, ready for review by auditors and regulators