Michael Lozano work email
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I have been interested in critical thinking and analysis my whole life. Growing up, puzzle-based games were my favorite and my YouTube subscriptions were filled with science and math channels like Numberphile, Veritasium, and 3Blue1Brown. My passion for logistics led me to study physics, learn advanced mathematics, and build skills in data analytics to search for patterns, visualize data, and evaluate key performance metrics for insights.In my career, I use a combination of analytics, strong communication, and resourcefulness to solve problems. My skills in Excel, data analytics, teaching, and operations management brought me to where I am today. I’ve worked with other professionals to meet strict deadlines, presented metrics to top executives, and ran a moving services division to exceed performance metrics. My strengths lie in quick learning, written communication, and presenting information, I can explain what I know digestibly without jargon or wordiness.I take initiative for my goals, and I have pushed myself to build a career as an analyst. In 2017, I taught myself Excel formulas, conditional formatting, and data validation with over 15 hours of self-studying to help a school club track over 100 student members and the points that they earn. In 2021, I operated a student moving services division to earn over $3000 in revenue, performing in the 70th percentile of over 40 divisions using sales forecasting, cost analysis, intelligent scheduling, and detailed truck routing. In 2023, I presented KPI forecasts for a $6M automation program to top executives and stakeholders, demonstrating the benefits of investing in automation. As an accounting analyst for BNY I analyze financial transactions to reconciliate data across multiple accounting and custodial platforms. I’ve built automations and honed my Excel skills to save time and make completing tasks easier for my team. I am interested in pursuing visualizing data with Tableau and analyzing data to provide business insights and easy data management to operational teams. I enjoy networking with other professionals and talking about our long-term goals, always eager to connect and share insights.Send me a message if you want to connect!
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Data AnalystBnyAltamonte Springs, Fl, Us
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Accounting AnalystBny Apr 2023 - PresentLake Mary, Florida, United StatesI am an exchange-traded fund accounting analyst at BNY for the bank's top client. Every day I ensure transaction records are accurate; I evaluate financial transactions that are being processed. If there is an anomaly, I coordinate with other teams to find out the source of the issue. At the end of the day, I generate financial reports for our clients using investment accounting software. My responsibilities on a daily basis include:• Evaluating financial transactions to ensure that they are in the correct amount and align with transaction data from other sources• Using Microsoft Excel to analyze transaction data to verify that they have been processed correctly• Collaborating with other accounting analysts when a transaction is found to have errors using screenshots and Microsoft Teams• Writing professional emails via Outlook to discuss transaction details with the client and other internal teams relevant to transaction processing• Attending daily meetings about transactions currently being tracked and news from the clientIn addition to accounting analysis, I am also trained in automation and am part of BNY automation initiative. My responsibilities in this role include:• Building macros in Excel using VBA to automate transaction processing• Creating automations in UiPath (VB.NET) using data tables and JSON inputs• Debugging code and finding solutions to errors• Reading documentations on Excel, UiPath, and BNY proprietary software• Learning on an ongoing basis about BNY's proprietary automation software• Attending regular meetings about automation opportunities and where to focus our efforts -
TutorHuntington Learning Center May 2022 - Aug 2022Gainesville, Florida, United StatesI was a tutor for the ACT, SAT and college-level physics. I sat down with students and walked them through how to approach complex logical problems and how to take simple yet effective perspectives to math. I worked with ADHD students as well to help them learn how to focus when doing their work. My responsibilities included:• Explaining math and logic concepts to students in a digestible way by avoiding excess detail or jargon• Analyzing the thought process of my students to then cater the lesson to how they reason information• Observing how well my students are absorbing the information and adjusting the pace of my lesson according to their needs• Tracking student progress on a weekly basis and entering that data into the student database -
Financial AnalystAll Good Craft Granola Bars Sep 2021 - Nov 2021RemoteAll Good Craft Granola Bars is a start-up company that repurposes left over grains from local breweries to make health-conscious granola bars and promote food conservation. As a financial analyst I had regular meetings with the company founder discussing the trends I identified and what actions we can take from them. My responsibilities included:• Analyzing changes in production costs from last year to identify which ingredients are becoming more expensive and potential solutions• Identifying trends in sales based on location, time of year, and event to determine what is our most profitable approach to selling granola bars• Attending weekly meetings with the operational team and founder to discuss potential courses of action based on the data -
Operations AnalystCollege Truckers, Llc Feb 2021 - Sep 2021Gainesville, Florida, United StatesCollege Truckers provides moving services for students to move in and out for the Fall and Spring semesters across the country. The company focuses on hiring students to provide them with real world business experience. As an operations analyst I guided our branch to make sound business decisions based on the data helping us profit in the 70th percentile across all 40 branches. My responsibilities included the following:• Analyzing operational finances such as service price, storage costs, and truck rental costs to determine the break-even point• Recommending which storage facilities and truck rentals to use based on cost analysis• Reporting sales and operational costs to College Truckers via their campus database• Optimizing trucking routes by analyzing customer locations and move-in/out times• Invoicing customers based on the service provided using invoicing software• Attending bi-weekly meetings for operations training and discussion with other operations analysts -
Tax AnalystH&R Block Jan 2021 - Apr 2021Gainesville, Florida, United StatesAs a tax analyst I had over 20 clients from different financial backgrounds. It is not easy for everyone to speak about their finances with a stranger; I kept an open atmosphere to keep my clients comfortable and ensured them of confidentiality. My responsibilities included:• Analyzing financial records to calculate tax liability based on the IRS tax code• Discussing life details with clients to determine deduction and credit eligibility• Entering client data into client database and into digital forms to submit to the IRSAs a first year analyst I also had the following clerical responsibilities:• Dialing over 60 cold calls a day to schedule new and existing clients for a tax appointment• Managing the office appointment calendar by scheduling, re-scheduling, and cancelling at client discretion• Speaking with clients over the phone to discuss what tax forms, identification, and financial data is relevant to bring to their tax appointment• Organizing client tax returns into the client filing cabinet -
Customer Service Database SpecialistKforce Inc Apr 2020 - Oct 2020Remote WorkThrough KForce I was contracted to work for the Florida Department of Economic Opportunity. I would maintain and update the Florida unemployment customer database during the influx of unemployment claims during COVID-19 and take phone calls from Florida residents applying to receive unemployment. My responsibilities included:• Entering, updating, and tracking data in the unemployment database hosted by the State of Florida• Speaking to over 25 customers a day on their financial situation and managing their claims for unemployment• Attending daily meetings for updates on the pandemic and government action• Collaborating with over 40 specialists and supervisors over Microsoft Teams on claim policy and protocol• Providing emotional support to frustrated and emotional customers during the pandemic
Michael Lozano Education Details
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Data Analytics -
Revature LlcSoftware Development -
Marketing
Frequently Asked Questions about Michael Lozano
What company does Michael Lozano work for?
Michael Lozano works for Bny
What is Michael Lozano's role at the current company?
Michael Lozano's current role is Data Analyst.
What is Michael Lozano's email address?
Michael Lozano's email address is mi****@****ces.com
What schools did Michael Lozano attend?
Michael Lozano attended Data Career Jumpstart, Revature Llc, University Of Florida.
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Michael Lozano
Dedicated Financial Strategist, Providing Innovative Solutions That Empower Teams And Promote World-Class Experiences With Advanced Planning & Analysis Initiatives.El Paso Metropolitan Area1huntcompanies.com
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