Ethan B. Email & Phone Number

United States

Demonstrated proficiency in reconciling multiple accounts at once with a combined monthlyvalue of over $10 million and over 100,000 transactions employing advanced data analysistechniques and leveraging automated reconciliation tools to efficiently handle high transactionvolumes.Leveraged SQL to extract, manipulate, and analyze datasets from various databases.Utilized a customized reconciliation software to write scripts to automate the reconciliation processfor financial transactions, significantly reducing manual effort and achieved an automation rate of90% or higher.Demonstrated proficiency in Excel by developing and maintaining complex spreadsheets withadvanced formulas and VBA macros.Conducted rigorous data validation and cleansing procedures to ensure data accuracy and reliability.

Fort Myers, Florida, United States

Maintained client data warehouses on a weekly/monthly basis working with over 30,000 new rows of data per month per clientForecasted future bills by analyzing past bills and data warehouses to reverse engineer individual line items, tariffs, usage, one-time charges, etc. with an acceptable margin of error of 10%Responsible for weekly client and market electrical load/usage forecasts, daily and weekly electrical and natural gas pricing analysis reports, and daily bill audit reportsOptimize revenue by running weekly/monthly analyses on engine run parameters, market thresholds, client usage, expected market peaks and adjusting operating parameters to reflect the current environmentMonthly Revenue analyses to back test/forecast expected revenue given a proposed new strategy and/or set of operational parametersRun Monthly generator usage analyses to find our maximum and minimum operational guidelines and the associated revenue accounting for minimum imports, operating limits, equipment set up, EPA regulation and expected asset performance.Created custom macros and tools to automate and streamline recurrent reports, data cleaning, analysis, and other labor-intensive processesAnalyze/proofread existing and newly created macros/formulas for inefficiencies and correctnessActivate, monitor, and analyze generator assets in real time to ensure assets operate correctly keeping track of the volts, usage, oil temperature, pressure, alarms, and other operational metrics

Fort Myers, Florida, United States

Analyzed performance of investment portfolios, identified rebalancing needs, and provided recommendations in line with the client’s personal situationConstructed financial plans for clients’ retirement, estate planning, college planning, and investing goalsMonitored and managed client accounts while regularly meeting with clients to ensure financial goals are being metMaintained detailed and accurate client records in line with industry and federal/state standards in CRM softwareDesigned suitable investment and asset allocation strategy for client portfolios keeping in line with the client’s goals and personal situation