Michael Lozano Email & Phone Number

Altamonte Springs, Fl, Us

Lake Mary, Florida, United States

I 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

Gainesville, Florida, United States

I 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

Remote

All 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

Gainesville, Florida, United States

College 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

Gainesville, Florida, United States

As 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

Remote Work

Through 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

Bootcamp, Data Analytics

Data Analytics Accelerator is a program designed to help professionals gain data analytics skills as effectively as possible. We learn.

Bootcamp, Software Development

Revature is a software development bootcamp that trains you in a pre-chosen software/coding language. After training, you interview.

Bachelor Of Business Administration - Bba, Marketing

Minors: Physics, Retail, Professional Selling I studied at the University of Florida's Warrington School of Business in their 4-year.