Wayne E. Schmidt
Financial and Business Analyst
Summary
CORE SKILLS
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Financial Modeling, Revenue Forecasting, FP&A (Financial Planning & Analysis), and Variance Analysis
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Budgeting & Forecasting, Revenue Analytics, Strategic Planning, Data Analysis, and KPI Development & Tracking
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Pricing Analysis, Scenario Modeling
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Financial Reporting, Revenue Recognition Principles
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Advanced Microsoft Excel
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Data Visualization and Business Intelligence Reporting
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Microsoft Office Suite (Excel/Access/Word/PowerPoint with advanced proficiency)
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Microsoft SharePoint
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Essbase/Hyperion data pulling/report creation
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Workday Adaptive data pulling/report creation (primarily Office Connect)
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Read/Write SQL - Constructing queries to find data in tables and link tables
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Trending and forecasting
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Process workflow mapping and analysis
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Risk and Gap Analysis
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Cost-Benefit Analysis
SOFT SKILLS
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Strong attention to detail, follow-through, and reliability
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Excellent written documentation habits and strong communication and reporting skills
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Critical thinking, problem-solving, time management, and task prioritization
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Team collaboration and cross-department communication
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Clear, confident verbal and written communication, and executive-level stakeholder engagement
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Active listening, needs discovery, presentation
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Cross-functional collaboration
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Long-term relationship focus, trust-building, and credibility.
*References Upon Request
Experience
Financial Analyst
Employbridge Solutions Management, Inc / Atlanta, GA
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Report creation in Adaptive (primarily Office Connect), replacing reporting done using the (prior) Essbase/Hyperion systems. Proficient in OC report creation/pulling data.
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User-end migration tested for the new Workday Adaptive reporting system from prior Essbase/Hyperion Systems.
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Provided weekly adjustments and data updates for specific accounting units or LOBs.
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Responsible for adjusting and notifying stakeholders about significant week-over-week billing or wage impacts on GP for accounting units.
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Produced weekly flash reports on Revenue, GP, Associates on Assignment, FTEs, and Customers Billed, including branch-level data, along with similar monthly analyses.
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Oversaw creation and analysis of customer-level reports (Essbase and Adaptive) using customer data and attributes, including actuals, forecasts, and year-over-year comparisons.
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Created and maintained branch and hierarchy maps (Division-Region-Area-Market-Branch) in a side menu, with options to display all or selected branches. Included personnel hierarchy information as needed.
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Developed "heat maps" for Sales to support client presentations and branch office lease discussions. The maps displayed applicant density over time for individual or multiple worksites nationwide or by region.
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Created/ran ad hoc queries and analyzed reports as necessary.
Business Analyst
Access Holdco Management, LLC / Atlanta, GA
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Analyzed current and forecasted monthly installment payments by source (direct or producer's office), method (credit card, ACH, cash, money order, check), and avenue (mail, web, IVR, mobile).
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User-end testing and migration of One, Inc. credit card service implementation for compliance, along with post-implementation monitoring of the payment application.
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Monitored and identified vehicles for exclusion of coverage (whether the business wants to insure certain vehicles because of price or insured use) upon receipt of periodic files from outside vendor.
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Developed and analyzed new reporting procedures for the claims department, focusing on opened, closed, and reopened claims, as well as production metrics like first-line closures and secondary payment requests.
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Created/ran ad hoc queries and analyzed reports as necessary.
Senior Administrative Accounting Analyst
Munich American Reassurance Company / Munich
| Munich, Bavaria
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Analyzed and forecasted future premiums and in-force estimates
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Audited client contracts (premium validation, ceded amounts, policy dates/age within treaty parameters).
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Consolidated multiple workbook tab queries into a single query for one database table.
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Matched client payments to data files from SQL queries; researched and reconciled discrepancies.
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Combined multiple mapping tables for a client into a single, standardized table for each client.
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The standard mapping table was implemented across multiple clients, as well.
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Created/ran ad hoc queries and analyzed reports as necessary.
Administrative Accounting Specialist
Munich American Reassurance Company / Munich
| Munich, Bavaria
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Ran queries, entered data into the reinsurance system, and matched invoices with query results.
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Specialized in GMDB, Long Term Care, Disability Income, and life insurance processing.
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Tracked the administrative portion of the Experience Refund, if required for the account/treaty
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Led a project to eliminate paper processing by saving reports on the hard drive and only printing the cover page.
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User-tested migration from Windows NT to Windows Vista.
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Created/ran ad hoc queries and analyzed reports as necessary.
Education
Glades Day School
High School Diploma
High School Diploma | Academic Valedictorian | Glades Day School, Belle Glade, FL
Florida Atlantic University
Bachelor of Arts, Mathematics
Bachelor of Arts | Mathematics | Florida Atlantic University, Boca Raton, FL.
Skills
