Leverage advanced tools (Excel and Python) to clean, audit, and visualize health benefits claims experience data across a 500+ client portfolio. Manage and execute plan design database updates for a diverse portfolio of clients, ensuring accurate reflection of current coverage provided by insurers. Conduct end-to-end financial oversight and tracking, spanning complex plan renewals, contract reviews, costing analyses, and comprehensive client data audits. Collaborate closely with Account Executives and internal partners to prepare clear renewal analyses, financial reports, and costings that support critical rate decisions.

develop robust IP strategies using tools such as Excel, Power BI, and PowerPoint. Developed comprehensive patent landscape studies for Ontario-based SMEs, aiding them in understanding their technological position and competitive landscape. Utilized Power BI to create compelling visualizations and dashboards that effectively communicated complex data to stakeholders. Prepared and delivered meticulously crafted reports in Microsoft Word and Excel. Presented these reports to various stakeholders of IPON, including Femtech, WeTech Alliance, and the Ministry of Agriculture, Food, and Agribusiness.

Administered cash collections, tracked outstanding corporate accounts, and conducted routine financial reconciliations to maintain total payment accuracy. Maintained and validated accurate logic, rates, and historical data logs within master Microsoft Excel files following strict financial controls and version management. Developed process automations using advanced Excel macros to streamline partner communication workflows, eliminating manual calculation and distribution errors.

Worked extensively with Honeywell Aerospace attorneys, engineering team, and leadership team on Patent Landscape reports, White Space analysis, and Technology/Market/Company research Implemented new procedures and processes to enable monthly patent alert reporting that decreased reporting cycles by over 20% Developed an Excel pivot chart based interactive Patent dashboard to draw key insights from raw patent data Prepared and delivered patent reports in Microsoft Word and Excel and presented the reports in PowerPoint to external law firms, in-house engineering teams, and Honeywell attorneys Delivered projects with sharp attention to detail, leading to the Honeywell Bravo Bronze award for delivering high-quality patentability search reports Received Honeywell Bravo award for determining enforcement potential of patents in a short period of time