Senior Financial Analyst

Baton Rouge, LA

A dynamic, results-focused, and detail-oriented finance professional highly regarded for my business acumen and knowledge of quantitative methodologies.  Effectively re-engineer business processes by focusing on team success and development, as well as providing solutions for integral parts of the administration.  Analyze financial practices and goals and implement process improvements to increase productivity and reduce costs.  Outstanding communicator and multi-tasker with the ability to succeed both independently and as part of a team.  Thrive in fast-paced environments while facilitating discussions and negotiations with key stakeholders.  Exceptional academic qualifications, including a Master of Business Administration from Southern University and A&M College.


Selected Highlights

§  Assessed key performance indicators and delivered reports outlining actions that increased productivity.

§  Analyzed client relations and profitability to improve strengths and target opportunities, leading to contract renegotiations and margin increases.

§  Fluently utilized various computer software programs to expedite work processes, including Microsoft Office, SAP, Sales Page, and Xactimate 28.

§  Experienced leading 15+ employees, striving to elevate individuals to their greatest potential.
Core Competencies
§  Project Management
§  Damage Assessment
§  Accountability
§  Financial Analysis
§  Records Management
§  Hazard Mitigation
§  Client Relationship Management
§  Staff Training/Development
§  Quantitative Methods
§  Customer Experience
§  Technical Skills
§  Quality Control


Professional Experience
Postlethwaite & Netterville, Baton Rouge, LA/USA,  2013 – Present

Restore Louisiana Homeowner Assistance Program:

Senior Financial Analyst: 2017 – Present

§  Leads team of QAQC reviewers, using Xactimate 28, who perform quality assurance reviews of damage estimates disapproved by the State and certifies resolution in a timely and effective manner

§  Performs quality control reviews of damage assessments to ensure consistency and accuracy, based on standard operating procedures, using information and documentation provided in the estimate

§  Communicates with internal teams such as Pre-Construction, Reconstruction, Lead Based Paint, Verification of Benefits, Eligibility, Cohn Reznick, and Damage Assessors to establish workflow and to ensure disapproved applications align with scope of work expectations

§  Follows all Restore Louisiana policies, requirements, and protocols mandated by the State of Louisiana’s Office of Community – Disaster Recovery Unit (OCD-DRU)

Deepwater Horizon Project (BP Oil Spill):

Consulting Manager: 2015 – 2017, Senior Financial Analyst: 2014 – 2015, Quality Assurance Analyst: 2014 / Financial Analyst: 2013 – 2014

§  Review and analysis of eligible compensation packages to include thorough review of financial worksheets, analysis of business documents for accuracy and validity, reconciliation of business and project processes against multiple standards (SOPs, Court-mandated processes, accounting standards, statutory requirements), and identification of anomalies and affectations within revenue streams and expense patterns.

§  Communication with applicants, managers, project staff, and executives was required frequently to address scope review, expedited assignments, budget/cost ramifications for closure of assignment, and reporting of milestones/project progression.

§  Promoted to assist the team with preparing and analyzing claim information, and ensure the final determinations create the best possible outcomes.

§  Regularly assess quality control throughout the secondary review of claim information.

§  Evaluate team needs and provide training and assistance where needed

§  Encourage a collaborative work environment by applying the core values of the firm to every claim and interaction with clients and colleagues.

§  Perform comprehensive reviews of claim files, focusing on quality, accuracy, and fluency.

§  Provide concise and courteous feedback to initial reviewers and inform them of items requiring additional data or clarification.

§  Evaluate claim information and generate correspondence and reports detailing the status of claims submissions.

§  Regularly communicate with claimants to ensure all required information for processing claims is present and request additional information as needed.

§  Ensure claimant confidentiality by prioritizing and addressing requests and assignments with professionalism and communicating with both internal and external customers courteously and promptly.

Entergy Gulf States Louisiana, LLC/Entergy Services, Inc. ò Baton Rouge, LA, 2011 – 2013

Assistant Administrative I

§  Worked with Regional Customer Service Managers and fourteen Customer Service Managers to respond to internal and external customer requests using expert knowledge of PEARL, ESTER, Microsoft Office, Sales Page, EARL, CCS, SAISO, AM/FM, SAP, and other programs.

§  Performed annual customer rate analysis, prepared approved contribution requests for payment; additionally, created invoices, reports, memos, letters, and other documents using word processing, spreadsheet, database, and presentation software programs.

§  Managed general office duties, including ordering supplies, maintaining the records management database systems, and performing basic bookkeeping functions.

§  Assisted the records custodians for the Business Unit with all aspects of compliance with the system-wide Records Management and Retention Policy, as well as the corporation records management program.

Burger King ò Baton Rouge, LA, 2002 – 2012


§  Supported the general manager with interviewing and hiring crewmembers, processing new hire paperwork, and training newly hired staff.

§  Created crew schedules, working around crewmember availability and assessing store needs.

§  Responsible for the store’s overall performance and followed up with other managers regarding individual shifts, identifying areas for improvement and discussing solutions.

§  Oversaw the performance of team leaders and crew members, ensuring they were following company policies and meeting or exceeding customer needs.

§  Logged vendor invoices, tracked and managed waste, and participated in inventory counts while ensuring store was properly stocked, and appropriate levels of supplies were maintained.

§  Strictly adhered to specific, company-outlined quality controls to ensure precise and safe food preparation.




Bachelor of Science in Finance at Southern Univeristy and A&M College


Master of Business Administration at Southern Univeristy and A&M College

  • Updated 2 years ago

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