Relaxing

JT SMITH

Senior Financial Analyst

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Experience

Senior Financial Analyst

Port Authority of NY & NJ

January 2024 – Present
  • Managed and improved financial models and reports for the Port Authority of NY&NJ, analyzing over $1 billion in gross revenue and expenses.
  • Developed a Power Query and Power Pivot-based financial model in collaboration with senior stakeholders, integrating PeopleSoft and Oracle EPM data to optimize expense analysis and support cost reduction strategies.
  • Delivered Oracle EPM and Excel training to over 100 employees, enhancing their financial data analysis capabilities.
Oracle EPM Analyst

Marsh McLennan

August 2022 – Present
  • Demonstrate expertise in defining, prioritizing, and delivering detailed presentations on requirements for improving financial analytical models to ensure organizational needs for reporting and planning are consistently achieved.
  • Confirm that the software meets all established requirements and is developed within the set timeframe by proactively communicating with stakeholders.
  • Liaised with senior FP&A and Controllership stakeholders to design and validate over 50 ad-hoc SmartView sheets to enhance the effectiveness of financial analysis in budgeting and forecasting, ensuring that GAAP and SOX requirements were met.
  • Examined and assessed headcount models for four different business units with over 80,000 employees, identifying areas for improvement in sourcing data and improving roll-forward accounting calculations.
  • Contributed to two full software development life cycles, including the Foreign Exchange Currency Application and One Marsh McLennan Reporting system, by obtaining system requirements, development, testing, and communication.
Healthcare Consultant

BerryDunn

June 2020 – August 2022
  • Served as a Business Analyst and Project Coordinator for BerryDunn in the implementation of IBM's multi-million-dollar Enterprise Data Solution.
  • Updated JIRA with project schedule reports following Agile Scrum methodology and was solely responsible for monitoring and reporting certification progress to upper management.
  • Participated in multiple IBM and BerryDunn/WV Department of Health & Human Resources meetings with a keen focus on implementation.
  • Provided insight and assisted management with tracking BerryDunn's EDS Budget.
  • Prepared and delivered comprehensive reports on X12N software for the WV's Data Improvement Project to ensure seamless workflow.

Education

Marshall University
May 2019 - December 2021

MBA with Corporate Finance concentration

Studied Business, Corporate Finance, and Management. Provided pro-bono support to HIMG Medical Center, delivering a geographical heatmap and study detailing the difference in medical telehealth use versus in-person.

Projects

PowerApps Project

Through a Udemy course, I gained proficiency in PowerApps, including connecting to Excel and SharePoint to develop custom applications. I applied this knowledge to build an app that utilized existing SharePoint data to create a submission process with error validation and a user-friendly interface for navigating the data.

HIMG Telehealth vs In-Person

While working pro-bono for MBA Response. I delivered research to HIMG Medical Center on the impacts of telehealth delivery with an Excel geographical heatmap and a detailed write-up on national use of in-service healthcare versus telehealth.

Certifications

Certified Scrum Master
Certified Scrum Master
July 2022 - July 2024
Digital Certification Link

A Scrum Master is the Scrum Team member tasked with fostering an effective and productive working environment and guiding others to understand Scrum values, principles and practices. Scrum Masters tend to be people-oriented, have a high level of emotional intelligence, and find joy in helping team members to grow.

Skills

Business Analyst
Financial Analyst
Hyperion
Oracle EPBCS
SmartView
Project Management
Scrum
Confluence
JIRA
HTML
CSS
JavaScript
Python
PowerApps
Power Automate
PowerBI
PowerQuery
SQL
Docker
Cursor
Prompt Engineering

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