Financial Data Analyst - Market Data & Analytics Resume - Hire IT People

PROFESSIONAL EXPERIENCE:

Financial Data Analyst - Market Data & Analytics

Confidential, Chicago IL

Responsibilities:

Deliver market insights to distribution and senior management to assist with strategic product placement and development
Oversee distribution of financial data to 20+ external consultant databases to promote UBS investment products
Support internal and external clients with data and reporting projects by providing creative and robust solutions with the use VBA, SQL and Python
Research and recommend potential data and service providers s:
Designed and implemented new KPI report, exceeding senior management’s expectations
Spearheaded the development of robust relational database to house financial data for 200+ investment products
Automated all major reporting processes resulting in significant time efficiency (hours to minutes)

Financial Analyst

Confidential

Responsibilities:

Analyzed KPIs for 5 corporate websites by utilizing IBM Coremetrics and Google Analytics
Performed Budgeting and Forecasting for the aggregate of 15 marketing channels
Issued periodic reports to upper level management on daily/weekly/monthly/quarterly basis
Assisted channel-level managers with multiple projects and marketing campaign implementations
Collaborated with accounting department on AP & GL reconciliations
Handled various ad-hoc projects on regular basis s:
Designed the Forecasting Accuracy report with metrics to highlight and interpret variances
Improved numerous procedures by utilizing Macros/VBA, SQL, Python (from 4 hrs. to 10 min)
Provided recommendations and creative alternatives to enhance reporting format and structure

Financial Business Analyst

Confidential, Milwaukee, WI

Responsibilities:

Analyzed and reconciled daily/monthly statements with the use of self-produced programming scripts (exchanges/regulatory fees; margin/settlement accounting)
Identified operational process inefficiencies and recommended necessary improvements
Assisted CFO in Budgeting and Forecasting
Negotiated successfully with various vendors/exchanges
Administrative/Legal Duties:
Participated in business development of the High-Frequency Trading firm
Prioritized and handled multiple administrative ad-hoc projects simultaneously
Liaison for executives and software developers
Arranged multiple business conferences with exchanges, brokers, attorneys and vendors
Researched and presented CME and requirements
Participated in the recruiting process of potential employees
Communicated with primary Equity, Commodity and Forex venues about colocations, market data, order types and other related topics
Explored SEC/FINRA regulatory requirements, including Reg NMS and Reg SHO compliance
Reviewed the Prime Broker Agreement and assisted with identifying points of negotiations
Collaborated with securities attorneys on organizational structure and tax optimization strategies
Technical:
Researched and presented firm’s infrastructure expansion plan
Resolved multiple latency related and technical issues with infrastructure providers

Financial Executive Assistant

Confidential

Responsibilities:

Assisted in investment management of client assets and company holdings, including equities, real estate and trust portfolios
Established and implemented sophisticated system in MS Excel to track clients' daily financial performance
Consolidated, organized and imported a large amount of financial data into interactive MS Excel spreadsheets
Prepared monthly and quarterly reports
Managed monthly Accounts Payable and Accounts Receivable
Improved organization of the filing system for easy data access
Built effective communication networks with attorneys, CPAs, IRS, brokers, and financial advisers
Prepared income taxes for corporation (1120), foundation (990-PF) and 8 different trusts (1041).
Assisted CPA with filing of individual, corporate and estate income taxes
Aided Finance Department with establishing cost basis history by investigating clients’ prior records
Resolved issues with various investments and service providers
Represented the principal occasionally in business meetings and negotiations