For the given job description <<Primary PurposeThe JPI Group is seeking a Business Analyst (BA) to join our rapidly growing team. The successful candidate will provide analytical support for our utility-led energy efficiency incentive programs by collecting, analyzing, and reporting program data. This role will also serve as the programs point of contact with IT Teams to manage, improve and test program databases.
Tasks May IncludeCompile and analyze program and project level data such as energy savings, incentives, and application statusDevelop and run reports, processes, graphs, and dashboards to track key program performance metrics, including forecasting energy savings, tracking budgets and client invoicesDevelop, streamline, document, and automate program processesUtilize group-wide and ad hoc databases for analysis and reportingPerform a critical analysis of program data to identify operational and data anomalies and exceptionsQuickly translate data and accompanying analysis into internal, client, and management presentationsManage and perform quality control on reports and analysesManage backend processes to provide cadence reporting to the client and in-house finance and accounting teamsNotify manager of projected anomaliesPrepare backend data to make ready for other parties to processFollow and enforce QAQC processesAssist with trade ally managementDocument role to ensure continuity of workManage small initiatives to completionContinuous improvement of backend tools and client deliverablesOther tasks as neededWhat were askingBachelors degree in the analytic discipline.Three to Five years of experience compiling and analyzing data and producing data-intensive reportsHigh attention to detail and reporting precisionUnderstanding of and management within large utility-client bureaucraciesA proven and demonstrable grasp of data analysis tools such as Power BI, Oracle, SQL Server, Excel or equivalentHigh Degree of Proficiency with Excel inclusive of Pivot Tables, Data Management Tools, and advanced formulas and functionsDemonstrated analytical abilities to develop and implement resolutions for business challenges and issues.Willingness and ability to travel, via airplane, as required up to approximately 10% of the year.Preferred SkillsFive to Eight Years of energy efficiency experiencePrior experience in market research inclusive of market analysis, market assessment, and market segmentationFamiliarity with energy savings analysis and modeling toolsProficiency in and understanding of accounting concepts (invoicing, accruals, forecasting, etc.)Familiarity with data reconciliation applications (e.g. month-end accounting reconciliations, accruals, inventory reconciliations, etc.)Excellent oral and written communications skillsPrior participation in complex database management system projects. Experience with JIRA is desiredPrior project experience in data mining andor analytics initiativesPro-active approach to the analytical tool and analytical model developmentPositive, collaborative, and team-oriented attitudePassion for energy and sustainability>> the resume: <<SummaryTo obtain a position where my business education and administrative and marketing skills can make a significant contribution to my employer and where I can make a difference in the lives of the customers I assist.
HighlightsMS OfficeCustomer ServiceMarketing tool developmentOffice Administration
EducationMiami Dade CollegeHialeah,FL.Expected inMay 2010––Associate of Arts:Accounting-GPA:AccountingMiami Dade CollegeHialeah,FL.Expected inJuly 2012––Bachelors of Science:Management Supervision-GPA:GPA: 3.0Management Supervision GPA: 3.0
ExperienceVolunteers Of America - Greater New Orleans-Payroll Data Entry ClerkDenham Springs,LA,06/2014-12/2014Maintains payroll information by collecting, calculating, and entering data Processing medical delivery tickets (on-going) Maintains payroll operations by following policies and procedures; reporting needed changes.Maintains employee confidence and protects payroll operations by keeping information confidential.Contributes to team effort by accomplishing related results as needed.Analyzing Information , Data Entry Skills, Attention to Detail, Confidentiality, Thoroughness, General Math Skills, Financial Software, Reporting Skills, Verbal Communication, Organization.Emplicity-Financial Invoice BookkeeperIrvine,CA,04/2014-05/2014Develops system to account for financial transactions by establishing a chart of accounts; defining bookkeeping policies and procedures.Maintains subsidiary accounts by verifying, allocating, and posting transactions.Balances subsidiary accounts by reconciling entries.Maintains general ledger by transferring subsidiary account summaries.Balances general ledger by preparing a trial balance; reconciling entries.Maintains historical records by filing documents.Prepares financial reports by collecting, analyzing, and summarizing account information and trends.Complies with federal, state, and local legal requirements by studying requirements; enforcing adherence to requirements; filing reports; advising management on needed actions.Contributes to team effort by accomplishing related results as needed.Aircraft Owners And Pilots Association-BookkeeperFrederick,MD,2014-02/2014Temp Assignment Invoice Preparer Gather data from vendor invoices to ensure that billing information is accurate as well as collects information from the receiving and stocking department to verify that the materials on the invoice were received into the company.Review all invoices for appropriate documentation and approval prior to payment Ensure pricing accuracy and resolve billing inaccuracies.Records information in bookkeeping records from invoice data.This usually involved data entry into QuickBooks.Sort and distribute incoming mail.Merit Medical Systems, Inc.-TelemarketerCA,State,2014-02/2014Deliver prepared sales talks, reading from scripts that describe products or services, in order to persuade potential customers to purchase a product or service or to make a donation.Explain products or services and prices, and answer questions from customers.Obtain customer information such as name, address, and payment method, and enter orders into computers.Record names, addresses, purchases, and reactions of prospects contacted.Obtain names and telephone numbers of potential customers from sources such as telephone directories, magazine reply cards, and lists purchased from other organizations Adjust sales scripts to better target the needs and interests of specific individuals.Answer telephone calls from potential customers who have been solicited through advertisements.Telephone or write letters to respond to correspondence from customers or to follow up initial sales contacts.Maintain records of contacts, accounts, and orders.Marriott Vacations Worldwide-Member Services RepresentativeMiami,FL,2014-01/2014Operate telephone switchboard to answer, screen, or forward calls, providing information, taking messages, or scheduling appointments.Greet persons entering establishment, determine nature and purpose of visit, and direct or escort them to specific destinations.Provide information about establishment, such as location of departments or offices, employees within the organization, or services provided.File and maintain records.Collect, sort, distribute, or prepare mail, messages, or courier deliveries.Hopkins Manufacturing Corp.-Logistics ClerkArlington Heights,IL,11/2013-01/2014Establish operational procedures to verify incoming and outgoing shipments.Ensure shipments are received into inventory or ship timely.Work with Supply Chain to maintain adequate inventory levels as required.Oversee the daily logistics functions and interface with internal/external supply chain functions.Maintain procedures and ensure full compliance of the regulations governing the movement of goods.Participate with logistics sourcing teams in the development of customer's shipping import/export requirements, and provide pricing quotations for the transportation of goods in response to proposals for future international business opportunities.Monitor and track the global movement of goods based on customer contractual requirements to verify order fulfillment.Complete and maintain all record keeping of domestic and international transportation documentation for export/import activity.City Of Albany, Or-Marketing AgentAlbany,OR,05/2013-2014Temp Assignment AT&T U-Verse Sales/Marketing Successfully learn the appropriate intrapersonal skills to apply with customers Adequately use the persuasive script and strategies for customers Offer AT&T products and services with the intent to upgrade the customer to U-Verse Specialize in consumer, retail and business to business sales Learn direct marketing, door to door sales Telemarketing involved as well.Ascena Retail Group-Customer Service RepresentativeBaton Rouge,LA,2013-05/2013Deliver outstanding service to customers and fulfill the customers' needs in a claims center using various means of communication Follow standard screens/scripts to perform tasks Resolve questions and problems addresses by claimant Confirm or enter sale of product or insurance transactions Be knowledgeable of company products and services.Miami Dade College, Hialeah Campus-Tutor/Embedded TutorCity,STATE,05/2012-05/2013Assisted all students with writing, grammar and editing on their assignments Assisted students individually with their English assignments Attended diverse classrooms to listen to professors' lectures Aided students with their writing techniques and assignments Assisted reading students to review their virtual reading course.American Home Health-Human Resources DirectorCity,STATE,06/2011-01/2013Provided job candidates by screening, interviewing, and testing applicants; notifying existing staff of internal opportunities; maintaining personnel records; obtaining temporary staff from agencies.Maintained records and distributed checks as per payroll period Administered medical insurance, provided application information; helped with form completion; verified submission and notifying employees of approvals.Maintained human resources records by recording new hires, transfers, terminations, changes in job classifications, merit increases; tracking vacation, sick, and personal time.Oriented new employees by providing orientation information packets; reviewing company policies; gathering withholding and other payroll information; explaining and obtaining signatures for benefit programs.Documented human resources actions by completing forms, reports, logs, and records.Updated job knowledge by participating in educational opportunities; reading professional publications.Accomplished human resources department and organization mission by completing related results as needed.Florida International Training Institute-InternCity,STATE,01/2012-04/2012Developed marketing tools and identified and implemented new marketing venues including usage of social media.In addition, I influenced enrollment strategies for students.Related Coursework.Marketing: In this class I learned that in an ever-expanding world, understanding how marketing decisions must be adapted to be global rather than just domestic is essential for successful careers in business.Helped promote the school enrollment utilizing flyers, advertisements and newspapers to increase student matriculation.Assisted my supervisor with the vision of the institute's website to attract students' attention by adding enthusiastic current student photos to the main portal.Thought about ways that sets the institute apart from the rest of the institutes: tuition fees, identified a unique academic curriculum implementation, and emphasized that there is a possibility that students who attend the institute would most likely become a certified medical assistant.Miami Dade College-Administrative Aid Student AssistantCity,STATE,04/2008-07/2011Provided a wide variety of administrative support for three staff members.Provided advisement and services to students.Managed office processes and administration.Prepared reports and course schedules for the entire department.
Skillsacademic, administrative support, advertisements, Attention to Detail, trial balance, billing, bookkeeping, Customer Service, Data Entry, dataProcessing, delivery, direct marketing, documentation, editing, Fluent English, English, filing, Financial, forms, general ledger, human resources, insurance, international business, inventory, legal, letters, logistics, marketing, materials, Math, mail, MS Office, office, newspapers, Office Administration, payroll, personnel, persuasive, policies, pricing, processes, proposals, publications, QuickBooks, reading, receiving, reconciling, record keeping, recording, reporting, retail, Sales, scheduling, scripts, script, shipping, Spanish, supervisor, Supply Chain, switchboard, Telemarketing, Telephone, transportation, unique, upgrade, Verbal Communication, vision, website>>. The result is, Good Fit

Fit assessment: Good Fit