Joseph Swan

About Joseph Swan

Senior Financial Reporting Analyst with 7+ years of experience leveraging advanced analytics, financial modeling, and operational reporting to drive strategic improvements. Proven ability to enhance data quality, develop KPI-driven insights, and optimize workflows to improve performance in key operational areas such as cost containment, procurement programs, and customer satisfaction. Skilled in creating complex financial models, KPI dashboards, and Power BI reports to support executive decision-making. Adept at cross-departmental collaboration, partnering with stakeholders in technology, finance, and operations to deliver actionable recommendations and achieve organizational goals. Recognized for intellectual curiosity, creative problem-solving, and the ability to clearly present data-driven insights to technical and business audiences.Professional Skills: Strategic planning, data analytics, relationship building, report generation, data-drive decision making, Ad-hod Analysis, Cost-Saving Initiatives, Reporting & Forecasting, BI Visualization, Ad-Hoc Analysis & Reporting, Technical Skills: Yardi Systems – Voyager, Advanced Budgeting and Forecasting, Microsoft PowerBI, Advanced Microsoft Excel (Macros, PowerQuery, Nested If Statements, etc.), Confluence, JIRA, Freshservice, Microsoft Planner/List, SQL.

Experience

1. Business Intelligence Analyst

   Tricon Living

   Apr 2025 — Present · Tustin, CA, US

Education

• California State University, Long Beach

  Bachelor of Science - BS, Finance and Financial Management Services

  2012

Skills

• Vlookup
• Research
• Microsoft Powerpoint
• Management
• Sql
• Customer Satisfaction
• Teamwork
• Leadership
• Time Management
• Data Analysis
• Pivot Tables
• Social Networking
• Access
• Customer Service
• Project Management
• Microsoft Word
• Public Speaking
• Microsoft Office
• Sales
• Facebook
• Python
• Powerpoint
• Microsoft Excel
• Accounts Payable
• Social Media