Accomplished financial analyst with over 15 years experience driving business decisions in banking and local government environments. Spearheaded utility rate system development, data analysis, revenue forecasting, and devised innovative data modeling plans to forecast utility revenue.
Data Analysis/Financial Modeling
Revenue monitoring and Variance Reporting
Provide reporting solutions using Crystal Reports and Discoverer
Rate Model Development
Experienced with VBA & SQL
MS Office Suite, Pivot Tables, Advanced Charts
MUNIS Intital training
Improved water rate forecasting methods by minimizing data inaccuracies to less than .5% which proved useful in the financial planning and budgeting process.
Chosen for ERP Vendor Selection Committee for RFP Process - MUNIS selected
Chosen for Employee Benefit Vendor Committee
11/2006 to 02/2015
Utilities Financial/Data AnalystCity Of Boulder － City , STATE
Rate Model Development to accomodate rate model methodology changes/goals.
Rate Model testing to assure accurate functionality and data
Implemented intuitive rate models to forecast long-range financial requirements with greater accuracy.
Identified operational process inefficiencies through variance reporting and recommended necessary improvements.
Maintained and updated Asset Management reports used in industry benchmark reporting
Analyzed utilization and capacity against performance goals through industry benchmark reporting.
Executed and reported revenue variance and gap analysis.
Created City Council PowerPoint presentations illustrating business performance and goals.
Performed revenue rate studies, bond and annual reporting analysis, used to update utility rate methodology.
Pulled, reconciled, and modeled utility billing data to forecast future utility revenue.
Assisted with budget development utilizing rate model analysis revenue findings
Assisted with Utility Billing system testing of version enhancements
05/2004 to 07/2006
Financial/Marketing ManagerQA3 Financial － City , STATE
AgriBank - customer of QA3 - was asked to lead this insurance rollout product to their banks
Assess customer's needs and select appropriate sales management system.
Implementation and rollout of business system
Developed financial analysis reports and presentations by applying acquired financial principles.
Handled cost and benefit analysis for diverse marketing campaign projects.
Created monthly PowerPoint presentations illustrating business performance and goals.
Developed online new business tracking system.
Developed weekly/monthly new business reports for banks.
11/1997 to 11/2003
Senior Business/Financial AnalystAgriBank, FCB － City , STATE
Provided financial planning & budgeting system support, training and guidance to external and internal customers over $21 billing in size and over 500 cost centers.
Responsible for financial/budget model enhancements and testing to accommodate any GAAP requirements and/or customer requests.
Performed and communicated variance reporting and analysis to departments and SMT.
Ad hoc reporting and presentations for Director and SMT presentations.
Provided Wholesale Lending Credit Analysis on banking institutions used to price their loans.
Committee for ERP system selection and implementation. Hyperion selected.
10/2016 to Current
Information Technology - Financial AnalystCity Of Boulder － City , STATEVarious analysis projects using advanced Microsoft Excel skills.
Bachelor of ScienceUniversity of Nebraska at Omaha － City, StateFinance - Minor -Information Systems
Business - FinanceCreighton University － City, State
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Clear contact info
University of Nebraska at Omaha
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Utilities Financial/Data Analyst
Senior Business/Financial Analyst
Information Technology - Financial Analyst
Bachelor of Science Business - Finance
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