SUMMARY:

• While working on a financial project for a large healthcare company, I proactively discovered a pattern of duplicate payments to vendors; recovered hundreds of thousands in overpayments; and implemented new rules to fix a broken process.
• I have brought creativity, innovation, and strategic thinking to every position I’ve held. I have applied my problem - solving skills to a wide variety of challenges I’ve encountered at organizations like:
• My recent experience has involved financial reporting and data analysis. I have expert-level skills in Excel VBA, and can enable users to click a button and produce in a few seconds reports that usually take several hours to prepare. When more flexibility or greater record capacity is needed, I can automate connections between Excel, Access, and SQL, and write SQL or Access queries.
• I have worked with financial metrics, and sales and market share data, and have performed cost-benefit and risk assessment analyses. I am well-organized and skilled at prioritizing, and can bridge the gap between technical and non-technical stakeholders.
• I recently worked on three projects simultaneously over a two-week period, with the results shown below.
• While I have worked as a contractor for the past few years, I would prefer a permanent position. I am comfortable working as a manager, independently, or as part of a team, and have a strong work ethic.
• I bring with me a proactive and creative approach to problem solving with the mindset that, as Sir Nicholas Winton noted, “If something is not impossible, then there must be a way to do it.”
• Creative, pro-active, consistent producer, with expertise in the tools needed to analyze data,and the business acumen to turn it into actionable information.
• Can dramatically reduce the time required to produce recurring and ad-hoc reports usingExcel VBA, and merging data from SQL and Access.
• Wide-ranging experience analyzing data, and improving accuracy and clarity, in financial and healthcare settings.

TECHNICAL SKILLS:

PC Skills: Advanced Excel skills, including writing Excel macro - based VBA scripts to automate tasks; and using pivot tables, V-Lookup functions, and dashboards to analyze data. Can automate connections between Excel, Access, and SQL for greater flexibility and record capacity. Experience working with Access, SQL, SAP, PowerPoint, QuickBooks, Crystal Reports, and Epic software.

PROFESSIONAL EXPERIENCE:

Confidential, Cambridge, MA

Supply Chain Analyst

Responsibilities:

• Created reports in Excel VBA that show the status of inventory, shipping transactions, andtask progress in a few seconds at the click of a button.
• Managed a project to reduce expired inventory worldwide to save the company hundreds of thousandsin storage and shipping costs.

Confidential, Malden, MA

Financial Analyst

Responsibilities:

• Using SQL queries and Excel, revamped and simplified the purchasing and inventory tracking systems.
• Used Excel VBA and Power Pivot to automatically create and update pivot tables.
• Enabled a 15% reduction in purchasing without impacting production.
• Made presentations and recommendations to senior management.

Confidential, Newton, MA

Senior Data and Financial Analyst

Responsibilities:

• Reduced the time required to produce quarterly catalogs from 8 hours to 2 minutes.
• Drew in data using Excel Power Pivot.
• Created a financial model to reconcile financial data in 10 seconds, with a list of any discrepancies.
• Produced 1-page product briefs in 10 seconds by merging information from several sources.
• Created a search engine to quickly find information on style, price, sales, and inventory.
• Analyzed store-to-store sales and sales trends by category.

Confidential, Newton, MA

Senior Financial Analyst

Responsibilities:

• Automated weekly portfolio performance reports and hedge fund reports usingExcel VBA, so that they could be run in a few seconds instead of a few hours.

Confidential, Wilmington, MA

Senior Financial Data Analyst

Responsibilities:

• Developed technical solutions to track cost savings programs. Using Excel VBA and SAP,reduced report preparation time from hours to minutes.
• Produced recurring and ad-hoc financial reports for top management.

Confidential, Walpole, MA

Financial Reporting Analyst

Responsibilities:

• Automated cost-accounting reports on major projects.

Confidential, Framingham, MA

Senior Data Analyst

Responsibilities:

• Automated 14 sales and quality control reports with Excel VBA so that eachcan now be run in 30 seconds or less, with high data integrity.
• Wrote SQL queries to capture data on customer complaints.
• Reduced the backlog by 80%, and freed up time for more in-depth analysis.

Confidential, Boston, MA

Data Analyst

Responsibilities:

• Automated a series of four bi-weekly reports that had been taking 8 hours toprepare so that they can now be run in 5 minutes.
• The reports track a dozen Confidential t relations metrics, and can easily pinpoint problems.
• When the software vendor didn’t have time to adjust their product to make essential dataaccessible, I created a work-around that saved the organization a $20,000 fee, and a month’s time.
• Merged data from large Confidential t databases.

Confidential, Boston, MA

Business Analyst/Data Analyst

Responsibilities:

• Hired to maintain a daily report on financial and clinical data that had been taking8 hours per day to produce. The report compared 10,000 Confidential t financial records generated by the existing system with those produced by their new Epic system, on four parameters.
• Reduced that task to 10 minutes per day by creating Excel macros to do the workfaster and more accurately.
• Using Excel VBA, produced 512 monthly reports analyzing financial and clinical datan 32 practice groups in an hour (previously required 2 days). The reports enabled groups to share best practices, and highlighted areas for improving efficiency.
• Created Excel macros to automatically generate VLookups and pivot tables.

Confidential, Boston, MA

Senior Data Analyst/Business Analyst

Responsibilities:

• Produced monthly reports for physician groups comparing actual results with projections.
• Extensive use of CPT and ICD codes.
• Created SQL queries, Excel VBA scripts, and Excel pivot tables to retrieve financial andclinical data from large medical claims databases, including Medicare.
• Designed cost-benefit, market share, and risk assessment reports that could bequickly updated monthly.

Confidential, Andover, MA

Director of Finance

Responsibilities:

• Prepared monthly reports, managed the payroll, and generated budget-to-plan comparisons.
• Developed financial models using Excel VBA to view alternative scenarios.
• Worked with senior management to develop new revenue sources, and cost reduction plans.

Confidential, Newton, MA

Finance/Operations Manager

Responsibilities:

• Managed the company’s financial planning, reporting, and payroll.
• Discontinued unprofitable products, and expanded retail store hours.