Willian Stein Email & Phone Number

Edmonton, Ab, Ca

Edmonton, Alberta, Canada

Produce cost and expense reports, including data quality checks and reclassification of entries; analyze and report on data for various online learning and training platforms (including but not limited to Moodle, Totara and LearnDash), focusing on user engagement, course effectiveness, and key performance metrics; provide data-driven insights and custom analytics solutions to enhance client training programs; integrate and manage data sources, ensuring comprehensive analysis and database maintenance; manage and deliver projects analytics, ensuring data accuracy and alignment with client needs; prepare materials and present technical demos to clients, showcasing analytical solutions and platform capabilities; participate in discovery meetings to understand client needs and collaborate with the CEO to tailor demos accordingly.Accomplishments include:- Introduced segregated project and task accounting structure as well purchase order accruing processes, enhancing operational and tax efficiencies respectively;- Developed Power BI dashboards to monitor customer tickets, project costs, and business expenses;- Streamlined manual cost tracking and other executional processes, replacing most of the manual work by macros; significantly reducing time spent and human errors.

Edmonton, Alberta, Canada

Run routine and month-end system administration tasks, including monthly closing processes, data quality checks classification, and system backups; provide tools and support to users to ensure that business plan is consistent across different systems; support user updates to forecasts, including adjustments to project/task structure.Accomplishments Include:- Supported Change Management Committee to develop business requirements, test, and document the migration of an on-premise ERP to Oracle Cloud ERP.

Edmonton, Alberta

Produce financial reports for project managers, accountants, supervisors and other disciplines such as construction and engineering; support Project manager with the creation, forecasting, reporting, reconciliation and close-out of projects; work closely with project manager and various disciplines to ensure expenses are reflected in the correct period and perform adjustments to the general ledger as needed. Support financial reporting governance and produce monthly information package for the entire Transmission Capital Maintenance program ($100 million dollars per year), identifying and documenting variances. Provide financial information for Capital Expenditure Appropriation Requests (CEARs) and Post Completion Reports (PCRs), then review both documents for reasonability. Support development and revision of annual Business Plans for the Transmission Capital Maintenance Program. Lead program-wide initiatives to ensure project information, status and controls are updated for all applicable projects.Accomplishments include:- Developed processes and functions to streamline and automate most manual tasks, reducing execution time (and errors) by up to 90%;- Implemented forecasting tool, enhancing the accountability of project managers and the quality and usability of the information provided;- Automated program Masterfile, reducing manual input and time required for governance package preparation, while providing an automated dashboard to monitor project costs and budget statuses.

Curitiba E Região, Brasil

Analyzed the Business to effectively identify, quantify and manage the Operational Risk profile of the Retail Banking, Insurance, and Asset Management businesses.Conducted periodic reviews as well as oversight meetings to ensure that key areas of the operational risk management framework were embedded within the business.Developed key relationships with the business internal clients, ensuring a clear understanding of the material risk and control issues.Ensured incidents and issues (audit identified or otherwise) were monitored and that suitable actions were taken.Executed ad hoc thematic reviews as agreed with business management.Accomplishments include:- Surveyed stakeholders, identified key issues, and then developed a series of indicators and a governance structure to support the mitigation of misbehaviors from Sales Force during company boundary change;- Developed methodology and template to measure Operational Risk control environment. Implementation ended to a long withstanding dispute over assessment of said control environment;- Successfully reactivated Operational Risk governance forum after it had been discontinued six months prior. Feedback suggested improved meeting effectiveness.

Curitiba E Região, Brasil

Supported monitoring and reporting of claim related metrics. Assisted tailor-made underwriting team in producing quotes, policies and renewal offers to corporate clients.Accomplishments Include:- Implemented metric monitoring dashboard based on BSC;- Developed template which helped increase actuarial accuracy for corporate insurance quotes;- Improved Policy generating EUC, decreasing execution time in more than 60%.