Summary
Overview
Work History
Education
Skills
Timeline
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Leland Phelps

Louisville

Summary

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Overview

5
5
years of professional experience

Work History

Business Analyst, Purchasing & Trade Relations

Pharmerica
03.2023 - Current
  • Develop and maintain daily purchasing and forecasting reports to track pharmacy performance, providing insights on weekly and monthly trends to ensure adherence to budget.
  • Partner with pharmacy leadership to analyze forecast variances and recommend corrective actions to meet financial targets.
  • Collaborate with Accounts Payable on weekly wire approvals for pharmaceutical wholesalers, ensuring timely and accurate payment processing.
  • Manage rebate submission process by extracting and validating purchasing and dispensing data using SAS and the company’s data warehouse; ensure accurate invoicing to contracted manufacturers.
  • Track and reconcile rebate payments with accounting, confirming payments align with accruals and resolving discrepancies to prevent missed revenue.
  • Utilize SAS for ad hoc reporting and large-scale data pulls to support financial analysis, purchasing decisions, and rebate compliance
  • Maintain and update contract records in the company’s contracting database; monitor expiring contracts and coordinate quarterly reviews with the purchasing team to determine renewal or termination.

Mortgage Loan Officer

First Commonwealth Mortgage
07.2020 - 03.2023
  • Closed over 50 residential purchases and refinances and funded more than $10,000,000 in loans
  • Analyze and interpret financial data
  • Specialize in evaluating and authorizing the approval of residential real estate loans
  • Actively build rapport with clients and tailor loans based on their specific financial situation
  • Communicate effectively with all parties involved in the transaction to ensure a transparent and smooth lending process
  • Solve problems and create solutions when unforeseen situations arise in the loan process
  • Produce at a high level while working independently with minimal oversight
  • Proficient in word processing, spreadsheet, database, cloud based, and email software

Education

Bachelor of Science - Finance with a concentration in Financial Management

Western Kentucky University
Bowling Green, KY
12.2019

Skills

  • Data analysis
  • Data manipulation
  • Trend Analysis
  • Requirements gathering
  • Team collaboration
  • SAS Enterprise Guide
  • Microsoft Office
  • Microsoft Word
  • Microsoft Excel
  • Pivot tables

Timeline

Business Analyst, Purchasing & Trade Relations

Pharmerica
03.2023 - Current

Mortgage Loan Officer

First Commonwealth Mortgage
07.2020 - 03.2023

Bachelor of Science - Finance with a concentration in Financial Management

Western Kentucky University

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Leland Phelps