Business Analyst with 10+ years of experience forecasting financials, examining audits and implementing strategies that optimize processes and drive business value. Design workforce development plans that strengthen employee partnerships and improve team performance, achieving goals and objectives.
Create career development plans that recruit, engage and train participants to be successful employees. Overlap career pathways with open positions, promoting diversity and inclusion. Communicate clearly and effectively across organizational levels, fostering a collaborative team environment.
CORE COMPETENCIES:
• Business Planning Strategy
• Financial Analysis
• Workforce Development
• Process Optimization
• Budgeting & Forecasting
• Financial Reporting
• Audit Examination
• Data Analysis & Metrics
• Performance Management
• Team Leadership
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- Examine and audit policyholder records to determine proper premium base for insurance coverage.
- Reference manuals of all states for correct rates of classes added to policy.
- Review audit worksheets, policies, endorsements and inspection reports to verify a complete and correct audit.
- Perform necessary calculations, verify auditor's additions, make required corrections, check audit discrepancies, and when necessary, return audit to auditor for corrections or additional information.
- Transfer exposures, rates and rate basis from auditor's worksheet to CRT's.
- Communicate with agents by phone and in written communication, review audit invoices.
- Review policies to insure adequate deposit premiums and notify Underwriting of any discrepancies.
- Assist with new-hire training, provide coaching and guidance about audit processing, workflow management and department procedures.
- Assisted Director of Campus and Corporate Events with various tasks associated with the planning and execution of events, such as coordinating logistics for meetings, conferences and other events.
- Maintained meeting minutes, managed the calendar of events for accurate information, and served onsite at events.
- Reviewed, analyzed and researched different types of documents to verify accuracy.
- Utilized data imaging and processing to perform payment transfers and transactions.
- Researched loan accounts and balances with lenders for consolidation.
- Analyzed student accounts and identified and corrected errors in accounts.
- Examined borrower paystubs, analyzed yearly gross income, and reviewed collection of interest capitalization.
- Performed account analysis, reconciliation and general ledger maintenance, analyzed billing and invoices for proper documentation, documented data and made payments to Accounts, and prepared monthly financial and statement reports.
- Processed AmeriCorps Vouchers pay offs for student loans and calculated interest.
- Utilized Microsoft Excel and Access to reinstate rehabilitated loans to servicing systems.
- Member, Alumni Association
- Member, Small Business Association (2008 - present)
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School Attended
- NYU School of Professional Studies
- MOHAWK VALLEY COMMUNITY COLLEGE
Job Titles Held:
- SR. PREMIUM AUDIT EXAMINER
- Office/Conference ASSISTANT
- Accounts Sr. Assistant/Sr. Transaction Processor
Degrees
- Certificate of Finance
- BACHELOR OF SCIENCE
- Certificate
- ASSOCIATE OF SCIENCE
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