Finance Analyst

• Served as key member of underwriting team, overseeing credit quality and profitability for organization, originating a portfolio of
$250 million in solar & energy efficiency loans, as well as structured loan requests and achieved loan production goals of 98%
• Fostered and maintained new partnerships with small and medium-sized business prospects while acting as a subject expert in eligibility, requirements, and deal structure, guaranteeing volume objectives and credit quality, and steered a 22% lift in KPIs
• Conducted pre-approval audits of loan packages to guarantee compliance and prevent losses, resulting in daily funding of over 10 loan packages from partnering organization, WECC Energy
Advanced Skills & Tools: Viewtech Platform, FICO Originations, SQL, Salesforce, Zendesk, Credit Risk Analysis

• Appraised customer eligibility for mandated Public Utility Commission of Texas programs, while assisting local non-profit organizations into pledging $100k+ in aid weekly to ‘at risk’ customers with monthly electric bills
• Ascertained 98% performance quality in NRG company’s operations by monitoring 70+ retail deals daily for Reliant Energy, Cirro Energy, Green Mountain Energy, and Discount Power (including acquisitions of Stream Energy & Xoom)
• Compiled accounts receivable reporting on aged receivables with monthly goals of 97%+ cash goals and other metrics
Advanced Skills & Tools: Microsoft Suite: Excel, SAP FI, TransUnion TLOxp, Salesforce, Fraud Risk Management

• Inspected assets totaling up to $22 million for 20+ high-net-worth clients, updated confidential client data during weekly meetings, monitored market research to propose new investment approaches using brokerage software tool
• Devised debt repayment strategies for 5-8 clients with managing director; analyzed assets and liabilities, evaluated individual cash flow channels and recommended tactics leading to 2% of client’s debt slashed off sooner
• Executed administrative tasks and strategized professional recruitment events, implementing 3-5 prospective client promotional and advertising campaigns into definitive actions for a team of 6 wealth advisors
Advanced Skills & Tools: Microsoft Suite: Outlook, Thomson ONE, Naviplan, Morningstar, Zoom, Financial Planning

• Assessed $17.2 million spending budget for product management and marketing division, examined department's planning, forecasting, and reporting protocols while supporting senior FP&A analysts within engineering, IT, and SaaS team
• Identified flaws in bookings report, explored redesign solutions with 6-member team to integrate automations and platform conversion, increasing readability and slashing time reduction to administer process by 65%
• Collaborated with senior tech managers, designing quantitative distribution model to facilitate year-to-date costs of goods across multiple product lines; improving internal control to verify $4.4 million spending budget
Advanced Skills & Tools: Microsoft Suite: Excel, Tableau, Google Sheets, Financial Modeling, Process Design

• Delivering deadline-oriented and project-based assignments to support Assurance engagements in EY Global Service Delivery Center, and accurately evaluating risk reports for a team of 9 advanced associates and 3 senior decision-makers
• Facilitating use of operational tools and methodologies to maintain EY's independence, including conducting over 8+ risk indicator reports to enable units to identify, assess and mitigate key operational risks
• Initiated 2 new training strategies to organize new hire orientation for service delivery center, including step by step recorded sessions of standard operating procedures, and final deployment assessment, increasing efficiency in transition by 50%
Advanced Skills & Tools: Microsoft Suite: Excel, Dynamics 365, SharePoint, Canvas, Global Independence, Global Monitoring