Kory Herring
Chicago
Summary
Dynamic finance and operations specialist with a focus on automating reporting processes and enhancing data accuracy. Proven track record in developing insightful dashboards and conducting variance analysis to identify operational gaps. Collaborative approach in partnering with cross-functional teams to ensure reliable financial and transactional records.
Overview
11
11
years of professional experience
Work History
Financial Analyst, Commercial Finance
Standard BioTools Inc
01.2025 - 02.2026
- Reconciled customer billing, revenue, and transactional data across ERP and BI systems, enhancing reporting accuracy.
- Investigated discrepancies between operational and financial records and partnered with teams to resolve exceptions.
- Validated data integrity across multiple systems used for reporting and forecasting.
- Prepared summaries highlighting trends, inconsistencies, and operational risks.
- Developed dashboards to monitor invoicing activity, enabling identification of irregular patterns for timely review.
- Streamlined reporting workflows, increasing reliability of financial records.
Financial Analyst, FP&A
Velosio
10.2023 - 11.2024
- Investigated data discrepancies across CRM, ERP, and reporting platforms, enhancing accuracy of financial records.
- Partnered with accounting and operations teams to ensure consistency of transactional and financial data.
- Automated reporting processes, increasing reliability and auditability of financial information.
- Conducted trend analysis to identify reporting issues and operational gaps.
- Conducted trend analysis, identifying reporting issues and operational gaps for improved decision-making.
- Assisted in documentation supporting reporting and close-cycle processes.
Financial Analyst, Business Management
Microsoft
Chicago
09.2022 - 10.2023
- Developed KPI dashboards that enhanced visibility into operational activity, financial performance, and reporting accuracy.
- Performed variance analysis that identified data inconsistencies and clarified root causes.
- Partnered with department leaders to improve reliability of reporting and operational records.
- Supported budget and performance tracking through validation of cross-system data.
- Prepared summaries highlighting risks, trends, and reporting issues.
- Streamlined reporting workflows to increase data usability and ensure integrity.
Secondary Market & Trading Analyst
Guaranteed Rate
Chicago
07.2019 - 09.2022
- Investigated discrepancies between loan activity, pricing systems, and reporting tools to resolve exceptions.
- Investigated discrepancies between loan activity, pricing systems, and reporting tools, resolving exceptions to ensure accurate reporting.
- Collaborated with operations teams to validate transaction records across multiple platforms.
- Collaborated with operations teams to validate transaction records across multiple platforms, ensuring consistency and reliability of data.
- Enhanced data validation processes, strengthening integrity of transaction reporting and supporting compliance requirements.
- Performed daily reconciliation of transaction-level data across loan origination, pricing, and capital markets systems.
Assistant Manager
Margie's Candies
Chicago
09.2014 - 06.2019
- Executed daily POS reconciliation and cash controls, ensuring accuracy and compliance with standards.
- Maintained accurate tracking of daily sales and inventory activity.
- Performed daily POS reconciliation and cash controls with strong accuracy standards.
- Facilitated comprehensive documentation of financial activity and operational controls to enhance oversight.
- Supported documentation of financial activity and operational controls.
- Managed daily operations to maintain workflow consistency.
Education
Associate Degree - Business Administration
Harold Washington Community College
Chicago, IL05-2018
Skills
- Financial modeling and forecasting
- Budgeting and accounting
- KPI tracking and reporting
- Power BI and SQL management
- Python programming
- Dashboard development
- Data management and analysis
- Strategic planning
- ERP and SaaS platforms
- CRM systems
- Business development
- Funnel optimization
- Product analytics
Timeline
Financial Analyst, Commercial Finance
Standard BioTools Inc
01.2025 - 02.2026
Financial Analyst, FP&A
Velosio
10.2023 - 11.2024
Financial Analyst, Business Management
Microsoft
09.2022 - 10.2023
Secondary Market & Trading Analyst
Guaranteed Rate
07.2019 - 09.2022
Assistant Manager
Margie's Candies
09.2014 - 06.2019
Associate Degree - Business Administration
Harold Washington Community College