Jeffrey Chan
Morrisville
Summary
Analytical finance professional with expertise in accounting, forecasting, and business analysis. Proven record of streamlining invoicing, automating reporting, and managing multimillion-dollar budgets. Adept at financial modeling, audits, and data visualization using Excel, Power BI, and Netsuite. Trusted by stakeholders to bridge finance, operations, and technology to drive cost savings and improve reporting accuracy.
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
- SAP Ariba & Coupa
- CTMS systems
- Data analysis
- Power BI & Tableau
- 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