Lead Financial Analyst
CurrentI am an experienced Lead Financial Analyst specializing in HVAC with over 7 years of proficiency in data analysis and ad-hoc reporting. My expertise lies in synthesizing data from various sources into comprehensive reports. Collaborating closely with Corporate HVAC Accounting, I report to the Director of Accounting, HVAC and ES. As a key contributor to the HVAC Transformation & Integrations team, I play a pivotal role in standardizing reporting and aligning systems for both current HVAC holdings and future acquisitions. My dedication extends to enhancing ongoing data and reporting integrity for the HVAC business.My skill set encompasses crafting data templates, overseeing file preparation, conducting rigorous quality checks, analyzing extensive data sets, and developing transaction processing templates. I am adept at aiding in ad-hoc data analysis and leading data quality assurance initiatives. I possess a strong command of Excel, SQL, Sage Intacct, and ServiceTitan. With a keen aptitude for learning, I adapt to new technologies and systems seamlessly. A collaborative team player, I am comfortable embracing change and dedicated to achieving organizational objectives.