Jeffrey Chan
Morrisville
Summary
Results-driven Business Analyst with a proven track record at Cisco Systems, enhancing renewal efficiency by 30% through data analysis and stakeholder collaboration. Proficient in Excel automation and financial reporting, I excel in optimizing workflows and delivering impactful solutions, while mentoring teams to leverage tools like Power BI and Netsuite effectively.
Overview
5
5
years of professional experience
Work History
Business Analyst
Cisco Systems
01.2023 - Current
- Managed 70+ client accounts, collaborating with sales and finance teams to clean up the customer install base, thereby improving renewal efficiency by 10–30%.
- Facilitated onboarding sessions and presented data-driven recommendations to executive stakeholders, ensuring alignment on financial planning.
- Automated financial data analysis using Excel macros and Power BI, reducing reporting time, and increasing accuracy.
- Partnered with stakeholders to analyze financial data and define requirements for infrastructure projects, providing tailored solutions that met clients' needs.
Financial Analyst
Care Access Research
12.2020 - 12.2022
- Analyzed financial statements and created data visualization models for stakeholders, leading to improved decision-making.
- Critiqued billing methods, formulas in billing calculations, and developed a system to track and monitor invoicing and in turn, saved the company over $450,000.
- Enhanced invoicing processes by developing a company-wide tracker utilized by over 500 employees, which significantly reduced delays in billing.
- Led financial reporting for 3 clinical research studies, managing over $20M in invoices, resolving financial discrepancies, and served as a liaison between the company and the customer.
- Mentored team members on accounting workflows and financial software tools such as Netsuite, QuickBooks, and SAP Ariba.
Education
Bachelor of Science - Business Administration w/ concentration in Information Technology
North Carolina State University
Raleigh, NC01.2020
Skills
- Netsuite
- QuickBooks
- Billcom
- SAP Ariba & Coupa
- CTMS systems
- Data analysis
- Tableau
- Power BI
- Excel
- PivotTables
- Power Queries
- Macros
- Financial reporting
- Ad-hoc reporting
- GAAP
- Forecasting & Budgeting
- Data visualization
- Financial analysis
- Excel automation
- Power BI
- Project coordination
- Workflow optimization
- Forecasting and planning
- Audits
Timeline
Business Analyst
Cisco Systems
01.2023 - Current
Financial Analyst
Care Access Research
12.2020 - 12.2022
Bachelor of Science - Business Administration w/ concentration in Information Technology
North Carolina State University
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