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Princess Mae Ramirez

@princessmaeramirez

Financial and Project Analyst at Echelon Energy, modeling utility savings and automating data workflows with AI.

At Echelon Energy, I analyze utility expense reports and property financials to underwrite savings for multifamily, student, and senior housing portfolios. I build ROI and cost-savings models in Excel and Google Sheets and use Claude, ChatGPT, and Gemini to automate data workflows.

At Floori – Room Visualizer, I led a five-member implementation team through Agile project lifecycles. I managed timelines, resources, budgets, and stakeholder communication for SaaS client implementations.

At GO-VA Inc. for Zeus Living, I reconciled financial accounts and supported NetSuite integrations, data migration, and system testing. I also built standardized reports and workflows to address data integrity and automation opportunities.

Earlier, at Yempo – Your Employees Offshore and QBE Group, I supported HR system configuration, UAT, and Oracle Fusion transformation. My experience also includes insurance accounting and financial transaction processing at Cognizant Solutions and Sykes Asia Inc.

Experience

Work history, roles, and key accomplishments

Current

Financial & Project Analyst

Current

Echelon Energy

Dec 2024 - Present (1 year 11 months)

Underwrite utility savings for multifamily, student, and senior housing portfolios by analyzing T-12 expense reports, GL files, and property P&L data. Build ROI and cost-savings models in Excel and Google Sheets to assess energy and water efficiency projects.

Financial Analysis Underwriting Excel Google Sheets AI Automation Data Reconciliation Reporting

Senior Implementation Executive / Project Manager

Floori – Room Visualizer

Nov 2023 - Nov 2024 (1 year)

Led a 5-member implementation team through full Agile project lifecycles using Jira and Confluence. Owned timelines, resources, budgets, and stakeholder communication for end-to-end SaaS client implementations.

Project Management Agile Scrum Jira Confluence Stakeholder Management Risk Management

Senior System Financial Analyst

GO-VA Inc. for Zeus Living

Apr 2021 - Jun 2023 (2 years 2 months)

Reconciled system reports, Balance Sheet, and P&L accounts; supported AP, AR, and Accounting teams with reporting. Supported NetSuite integrations with Stripe and Bill.com and executed data mapping and migration into NetSuite.

NetSuite Oracle Fusion Data Migration UAT Financial Reporting Reconciliations Stripe Bill.com

Implementation Support Specialist

Yempo – Your Employees Offshore

Aug 2018 - Apr 2021 (2 years 8 months)

Configured client HR systems to business requirements for an Australian software company. Led UAT and executed test scripts under Agile/Scrum; managed change requests and documentation.

UAT Agile Scrum HTML CSS JavaScript Customer Training Documentation

Finance & Project Transformation Analyst

QBE Group

Sep 2014 - Dec 2017 (3 years 3 months)

Supported data migration and system transformation from Oracle 11i to Oracle Fusion. Performed insurance accounting: reconciliations, inter-company transfers, journal postings, and financial statement analysis.

Oracle Fusion Oracle 11i Data Migration Financial Analysis Reconciliations Journal Entries Testing

Process Associate

Cognizant Solutions

Sep 2013 - Aug 2014 (11 months)

Processed financial transactions, including premium payments and withdrawals, for U.S. insurance, annuity, and tax-sheltered accounts. Supported U.S.-based financial advisors and maintained accurate, compliant client records.

Financial Transactions Insurance Annuities client support Compliance

Finance Service Analyst

Sykes Asia Inc.

Feb 2011 - Sep 2013 (2 years 7 months)

Processed insurance and annuity transactions for U.S. clients with high accuracy. Resolved account inquiries from clients and financial advisors on new business and tax-sheltered accounts.

Insurance Annuities Transaction Processing client support Accuracy

Sales Administrative Assistant

Honda Cars Cebu Inc.

Dec 2007 - Jun 2010 (2 years 6 months)

Managed unit inventory across 5 branches, covering plant pullout, shipment, ordering, allocation, release, and reservations. Prepared and submitted reports directly to the General Sales Manager, CFO, and General Manager.

Inventory Management Reporting Sales Administration Coordination