Ashley - Data Analyst with 5+ years in financial services

Utilized statistical tools to interpret complex datasets for strategic insights.

Led database querying and management for multiple projects, ensuring data accuracy.

Created complex spreadsheets and dashboards to support reporting and analysis.

Developed visual representations of data to facilitate clear communication of findings.

Ensured billable time and sales tax accuracy for payroll/billing; calculated, coded, and sent invoices; posted checks/ACH in QuickBooks for completed and WIP projects; processed bank deposits., Performed month-end/quarter-end/year-end billing, reconciliation, inventory, and close procedures; completed write-offs, refunds, journal entries, deductions, and short-payment corrections., Reconciled ledgers, statements, POs, aging and account reports; researched missing payments and managed collections., Created/improved records management tools; maintained accurate CRM, HR, accounting, and project data; built reports and audits for corrections., Spearheaded digitization initiatives, reducing document retrieval time by 60%., Oversaw high-volume shared inbox (~50 emails/hour) with SLA < 1 hour (typically ~30 minutes); first point of contact for clients/vendors/visitors., Managed 20-30 projects/cases per day from conception to completion under tight deadlines; coordinated cross-functional resources; tracked timelines, budgets, and deliverables., Full lifecycle ownership: proposals, cost estimates, planning, staffing, scheduling, time & milestone tracking, execution, status reporting, risk identification/mitigation, delivery, invoicing., Implemented new PM software, improving team efficiency by 30% and reducing delivery times by 20%., Monitored, analyzed, and reported OKRs/KPIs across benefits, marketing, communications, and revenue., Administered multi-state benefits (medical/dental/vision/life/disability/retirement); primary contact for carriers/vendors., Implemented benefits management system that streamlined enrollment/administration and achieved 20% cost savings., Audited HRIS data (ADP/Paychex/Workday) for accuracy/compliance; maintained SOPs, policies, benefits docs, handbooks, crisis plans, and training manuals., Ensured compliance with ACA, EEO, ERISA, COBRA, HIPAA, and FMLA., Recruited and selected candidates; wrote job descriptions; interviewed/onboarded/trained/mentored colleagues; served as a tenured leader and trusted resource on policies and standards., Partnered across teams to resolve escalations with empathy and professionalism; strengthened retention and engagement., Supported hundreds of B2B customers across project lifecycles; moderated conflicts and aligned expectations to ensure satisfaction., Increased client retention by 30% and improved satisfaction by managing responsive, high-volume communications., Maintained complex calendars for deadlines, client meetings, and company events for multiple managers/leads; planned onsite/offsite meetings, conferences, and special events., Proofread/QC’d technical illustrations and text with 99%+ accuracy; reviewed patent applications; issued revision guidance to a team of 20+ creators., Updated/maintained legal, HR, and project documentation; ensured regulatory compliance and minimized risk., Collected data and defined metrics to create internal reports, summaries, training materials, client communications, newsletters, blog posts, and executive presentations., Wrote and edited copy for web, social, and email; developed and directed multi-channel campaigns that boosted web/social engagement by 50%., Presented creative work to leadership and external stakeholders; applied SEO/Google Analytics to inform messaging and channel selection., Generated campaign performance reports with insights for future planning; upheld brand identity and consistency in tone and messaging.