Maximilian Johnson, CPA
Senior Business Intelligence Analyst at Dutton Law Group- Claim this Profile
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Bio
Credentials
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Data Engineering, Big Data, and Machine Learning on GCP Specialization
CourseraDec, 2022- Nov, 2024 -
Google Data Analytics Specialization
CourseraDec, 2022- Nov, 2024 -
Google Finance Data Analyst Professional Certificate Specialization
CourseraDec, 2022- Nov, 2024 -
Learn Python 3 Course
CodecademyDec, 2022- Nov, 2024 -
Certified Public Accountant (CPA)
New York State Education DepartmentApr, 2022- Nov, 2024
Experience
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Dutton Law Group
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United States
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Law Practice
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1 - 100 Employee
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Senior Business Intelligence Analyst
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Feb 2023 - Present
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Rochester Regional Health
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United States
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Hospitals and Health Care
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700 & Above Employee
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Operation Support Analyst
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Jun 2021 - Feb 2023
As a operations support analyst, I was responsible for developing financial models to assess the potential impact of proposed business expansions for Rochester Regional Health (RRH). I worked closely with senior management and other stakeholders to ensure that the models accurately reflected the goals and objectives of RRH. Additionally, I ensured that the assumptions used in the models were supported by data. Through careful analysis and forecasting, I was able to identify key financial… Show more As a operations support analyst, I was responsible for developing financial models to assess the potential impact of proposed business expansions for Rochester Regional Health (RRH). I worked closely with senior management and other stakeholders to ensure that the models accurately reflected the goals and objectives of RRH. Additionally, I ensured that the assumptions used in the models were supported by data. Through careful analysis and forecasting, I was able to identify key financial metrics and risks associated with the proposed expansions, and provide clear and actionable recommendations to the RRH stake holders. My work helped RRH make informed decisions about which expansions to pursue, and as a result, RRH was able to successfully expand into new markets and generate significant revenue growth. I was also responsible for developing dashboards to support several clinical teams. I worked closely with the teams to understand their needs and goals. I used this information to create customized dashboards that provided real-time insights into key performance indicators (KPIs) and other metrics that were important for the teams to monitor. The dashboards I developed included interactive visualizations allowing the teams to easily identify trends and patterns in the data. This enabled them to understand how their actions impacted the overall performance at RRH. Additionally, I used scripting and automation techniques to pull data from multiple sources and update the dashboards automatically. This allowed the teams to focus on making decisions based on the latest data rather than spending time gathering and inputting it. This helped the clinical teams to quickly identify issues and opportunities and make adjustments to improve performance and productivity. My work in developing these dashboards was critical in providing each team the visibility and insights they needed to make critical decisions that drove RRH's growth and success. Show less As a operations support analyst, I was responsible for developing financial models to assess the potential impact of proposed business expansions for Rochester Regional Health (RRH). I worked closely with senior management and other stakeholders to ensure that the models accurately reflected the goals and objectives of RRH. Additionally, I ensured that the assumptions used in the models were supported by data. Through careful analysis and forecasting, I was able to identify key financial… Show more As a operations support analyst, I was responsible for developing financial models to assess the potential impact of proposed business expansions for Rochester Regional Health (RRH). I worked closely with senior management and other stakeholders to ensure that the models accurately reflected the goals and objectives of RRH. Additionally, I ensured that the assumptions used in the models were supported by data. Through careful analysis and forecasting, I was able to identify key financial metrics and risks associated with the proposed expansions, and provide clear and actionable recommendations to the RRH stake holders. My work helped RRH make informed decisions about which expansions to pursue, and as a result, RRH was able to successfully expand into new markets and generate significant revenue growth. I was also responsible for developing dashboards to support several clinical teams. I worked closely with the teams to understand their needs and goals. I used this information to create customized dashboards that provided real-time insights into key performance indicators (KPIs) and other metrics that were important for the teams to monitor. The dashboards I developed included interactive visualizations allowing the teams to easily identify trends and patterns in the data. This enabled them to understand how their actions impacted the overall performance at RRH. Additionally, I used scripting and automation techniques to pull data from multiple sources and update the dashboards automatically. This allowed the teams to focus on making decisions based on the latest data rather than spending time gathering and inputting it. This helped the clinical teams to quickly identify issues and opportunities and make adjustments to improve performance and productivity. My work in developing these dashboards was critical in providing each team the visibility and insights they needed to make critical decisions that drove RRH's growth and success. Show less
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Tronconi Segarra & Associates LLP
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Accounting
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100 - 200 Employee
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Tax Associate
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Feb 2019 - Jul 2020
As a tax accountant, one of my main responsibilities was to analyze state sales tax using Excel analysis. My role involved working closely with my team to gather and review transaction data using Excel. This included utilizing various Excel functions, such as INDEX MATCH, SUMIF, and Pivot tables, to organize and analyze the data, and identify any discrepancies in the sales tax data of the client. I also used advanced Excel modeling techniques to perform forecasting and trend analysis to… Show more As a tax accountant, one of my main responsibilities was to analyze state sales tax using Excel analysis. My role involved working closely with my team to gather and review transaction data using Excel. This included utilizing various Excel functions, such as INDEX MATCH, SUMIF, and Pivot tables, to organize and analyze the data, and identify any discrepancies in the sales tax data of the client. I also used advanced Excel modeling techniques to perform forecasting and trend analysis to identify any potential issues and opportunities related to sales tax compliance and liability. I was able to provide insight on where the client should focus on for compliance and optimize the reporting process to minimize the client's tax liability. Through my expertise in Excel analysis and state sales tax regulations, I helped the client minimize their tax liability, increase compliance, and support the financial reporting process. Show less As a tax accountant, one of my main responsibilities was to analyze state sales tax using Excel analysis. My role involved working closely with my team to gather and review transaction data using Excel. This included utilizing various Excel functions, such as INDEX MATCH, SUMIF, and Pivot tables, to organize and analyze the data, and identify any discrepancies in the sales tax data of the client. I also used advanced Excel modeling techniques to perform forecasting and trend analysis to… Show more As a tax accountant, one of my main responsibilities was to analyze state sales tax using Excel analysis. My role involved working closely with my team to gather and review transaction data using Excel. This included utilizing various Excel functions, such as INDEX MATCH, SUMIF, and Pivot tables, to organize and analyze the data, and identify any discrepancies in the sales tax data of the client. I also used advanced Excel modeling techniques to perform forecasting and trend analysis to identify any potential issues and opportunities related to sales tax compliance and liability. I was able to provide insight on where the client should focus on for compliance and optimize the reporting process to minimize the client's tax liability. Through my expertise in Excel analysis and state sales tax regulations, I helped the client minimize their tax liability, increase compliance, and support the financial reporting process. Show less
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Berkeley Research Group
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United States
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Business Consulting and Services
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700 & Above Employee
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Summer Associate
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May 2017 - Jul 2018
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Education
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University of Rochester - Simon Business School
Master's degree, Business Analytics -
University at Buffalo
Master's degree, Accounting -
University at Buffalo
Bachelor's degree, Accounting -
Pittsford MendonHigh School
Diploma