Business Analyst, Accountant, Financial Analyst

Profile:

Results-oriented Business Professional with a broad-based background and demonstrated achievement in Finance, Data Analysis, and Business Analysis. Excellent research, analysis, and process improvement skills. Successful at prioritizing work, meeting or exceeding deadlines, and working efficiently under pressure.

Key Skills:

Critical thinker with well-developed customer service skills and a consistent desire to provide value.

Highly collaborative and committed supporter of team objectives and members.

Learns and integrates new information, procedures and techniques easily.

Skills:

Communication

Financial Analysis

Collaboration

Requirement Gathering

Microsoft Office

Attention to Detail

Data Analysis

Cost Benefit Analysis

Microsoft Power BI

Budgeting

Documentation

SQL

Annual Planning

Process/Continuous Improvement

Report/Dashboard Development

Professional Experience:

Mercury Systems - Andover, Massachusetts May 2020 – June 2024

Enterprise Systems Analyst III

Created requirements, test scripts and system documentation

Negotiated deadlines to ensure delivery of reports

Created Revenue Forecast reports from multiple data sources, including Enterprise Data Warehouse (EDW) and AWS Redshift for Chief Financial Officer

Created historical financial dashboard to show historical trends in Key Performance Indicators (KPI) for senior management

Created Incident and Service Ticket dashboard using data from the Ivanti system which allowed for real time tracking of tickets for Information Technology and Human Resource departments

Created sales bookings reports with data from Salesforce

Created Covid dashboard for tracking cases across all locations

Worked with end users to resolve Power BI and data related issues

Used SQL in Oracle Developer to extract and validate data

Documented procedures/best practices for creating Power BI reports

C Squared – Auburn, NH (Robert Half Technology) December 2019

BI Consultant

· Created financial reports for client using SQL and Power BI

· Provided Power BI training

Liberty Mutual Insurance Company – Portsmouth, New Hampshire August 2008 – April 2019

Senior Data Analyst – IT Hosting

Principal Business Analyst – IT Hosting

Created dashboards and reports to provide greater operational transparency using Power BI

Identified and reported on Key Performance Indicators (KPI) for customers using Power BI

Reconciled Publishing invoices from third party vendor, identified significant financial savings

Created presentations for management that demonstrated current team initiatives and status with Power BI

Elicited business requirements by facilitating working sessions for multiple teams

Researched and wrote requirements for systems enhancements, including functional and non-functional requirements, test planning, test execution and implementation follow-up

Documented current and future processes, policies and procedures using Microsoft Visio. Recommended improvements and efficiency.

Developed and implemented new Hyperion reporting for mainframe capacity reports

Agile Trained

Project Teams: LMB Divestiture, Hosting Automation, Mainframe Capacity System

Liberty Mutual Insurance Company – Portsmouth, New Hampshire April 1999 – August 2008

Senior Financial Analyst – IT Finance

Senior Business Analyst – IT Finance

Asset Management Supervisor – IT Finance

Developed and implemented new chargeback method for $75 million telecommunication cost pool

Developed the budget for over $100 million in annual department expenses for ten IT departments

Created and delivered standardized monthly reporting package for Senior Management

Prepared financial reports detailing monthly and year-to-date financial results

Developed and implemented processes for reducing the financial risk to Liberty Mutual related to software compliance

Managed end of lease process; resulting in $1 million savings to Liberty Mutual

Managed the integration of new assets into asset tracking system

Supervised a staff of five employees and contractors

Liberty Mutual Insurance Company – Portsmouth, New Hampshire July 1991 – April 1999

Field Auditor – Commercial Markets Workers Compensation

Accountant – Group Markets Billing

Education

Southern New Hampshire University

Master of Business Administration; GPA: 3.77

Southern New Hampshire University

Bachelor of Science in Accounting

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