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JT Smith

Financial Analyst

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About Me

A dynamic, motivated professional with the educational background and proven work ethic to guide and support business analysis, financial modeling, data-driven decision making, and more. Dedicated leader who is known for delivering excellent service in fast-paced and challenging environments, with the skillset to analyze complex information, manage key projects, optimize critical processes, and lead diverse individuals. Out-of-the-box thinker who is comfortable working in teams or independently to ensure solutions consistently meet or exceed business goals. Exceptional training and academic qualifications, including a Master of Business Administration from Marshall University.

Experience

Marsh McLennan

Oracle EPM Analyst

  • 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.

BerryDunn

Healthcare Consultant

  • 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

Masters of Business Administration with 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

Following a Udemy course I learned how to use PowerApps while connecting to an Excel or SharePoint database to create custom applications to support existing projects and create brand new ones.

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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.

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Certifications

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

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