Open to opportunities

Barito User

@baritouser

Financial Operations Analyst using data analytics and CRM leadership to drive measurable, GAAP-compliant business impact.

United States

Message

What I'm looking for

I’m looking to leverage my financial analysis, CRM administration, and strategic reporting strengths in a dynamic California State organization—turning data into clear decisions, improving processes, and supporting GAAP-compliant financial operations.

I’m a results-driven Financial Operations Analyst, currently preparing monthly financial reports and variance analyses that support data-driven forecasting and budget adjustments across multiple business units. I combine financial operations experience with analytical rigor, delivering cost-saving insights and KPI-driven performance tracking.

I administer Salesforce CRM for 200+ accounts, improving data accuracy and reducing response times by 30%. Using Advanced Excel models and SPSS, I identify cost-saving opportunities totaling $85K annually, and I support month-end close activities—including journal entries, reconciliations, and financial statement preparation in accordance with GAAP.

Before finance-focused work, I led high-volume customer transaction operations: I supervised cash operations exceeding $15,000 per shift with a 99.8% reconciliation accuracy rate and trained teams to perform under strict financial controls. I’m now seeking to leverage my strengths in financial analysis, CRM administration, and strategic reporting within a dynamic California State organization.

Experience

Work history, roles, and key accomplishments

Current

Financial Operations Analyst

Current

Mission Hills Financial

Oct 2024 - Present (1 year 8 months)

Prepared monthly financial reports and variance analyses supporting forecasting and budget adjustments across six business units. Administered Salesforce for 200+ accounts and improved data accuracy and response times by 30%, while modeling cost-saving opportunities totaling $85K annually.

Financial Reporting Budgeting and forecasting Salesforce CRM Administration

Customer Transactions Manager

Zaxby's Holding LLC

Sep 2023 - Sep 2024 (1 year)

Supervised daily cash operations and electronic transactions exceeding $15,000 per shift with a 99.8% reconciliation accuracy rate. Led a team of 12 associates and improved transaction tracking in MS Access, reducing end-of-day balancing time by 25%, while supporting customer satisfaction above 4.6/5.0.

Team Leadership Scheduling Financial Controls Compliance

Customer Transaction Specialist

Jewel-Osco

Jan 2021 - Aug 2023 (2 years 7 months)

Processed 350+ daily customer transactions with accountability for cash drawer balancing and end-of-shift reporting. Maintained accurate financial records, trained 8 new hires on POS and compliance protocols, and contributed to a zero-shortage quarter in Q3 2022 by flagging discrepancies for supervisor review.

End Of Shift Reporting Excel reporting Loss Prevention Collaboration Customer Service Compliance

Education

Degrees, certifications, and relevant coursework

Jackson State University

Bachelor of Business Administration, Business Administration

Grade: Magna Cum Laude; GPA 3.72/4.00

Activities and societies: Dean's List (Fall 2021, Spring 2022, Fall 2022, Spring 2023, Fall 2024, Spring 2025); Beta Gamma Sigma (Spring 2024); JSU College of Business Dean's Award for Academic Excellence (AY 2024–2025); JSU Presidential Scholarship (2021–2025).

Earned a Bachelor of Business Administration (B.B.A.) in Business Administration at Jackson State University, graduating Magna Cum Laude. Reported GPA was 3.72/4.00.