SUMMARY

• Accomplished Business Analyst and Data Analyst committed to providing outstanding solutions to business and technology problems.
• Comprehensive understanding of Microsoft Access, Microsoft Excel and VBA obtained through 9+ years experience providing data analysis and reporting solutions.
• Liaises among stakeholders to elicit, analyze, communicate and validate business requirements.
• Adept at comprehending business problems, recognizing opportunities, and recommending solutions to facilitate business goals.
• Focused contributor known for calmness under pressure and ability to guide projects to achieve optimal stakeholder expectations.
• Possesses excellent planning and communication skills.
• Driven by desire for excellence and meticulous execution.

AREAS OF EXPERTISE:

• Strategic Planning
• Workflow Analysis
• Data Analysis & Reporting
• Process Design
• Project Management
• Data Governance
• Advanced Microsoft Access development skills
• Advanced VBA
• Advanced Excel
• SQL

TECHNICAL SKILLS:

Microsoft Office: Advanced Access & Access VBA Programming, Advanced Excel, Project, Visio, Word, PowerPoint, SharePoint

Programming: Visual Basic, SQL, HTML

Desktop & Internet Publishing: Adobe Illustrator, Adobe Photoshop, Adobe Dreamweaver, WordPress

Business Intelligence: Business Objects, Cognos, Tableau, Qlikview

PROFESSIONAL EXPERIENCE

Confidential, New York, NY

Current Business Analyst / Data Analyst

Responsibilities:

• Determine project requirements for reporting, database architecture and user interface and formulate business requirements document covering business context, project scope, reasons for change, success factors, project constraints, flowcharts, and report mock - ups for management evaluation.
• Deliver database solution for report generation of pre-defined report, custom/ad hoc reports and track historical data.

Confidential, New York, NY

Business Analyst

Responsibilities:

• Supplier Risk Management - Determined project requirements for report automation (VBA, Access, Excel) and advised on best strategies to achieve desired results.
• Produced monthly compliance and status reports for management illustrating key metrics and timelines for compliance initiatives.
• Formulated end-user documentation for report production reference.
• Global Outsourcing Governance - Oversight of data integrity, developed divisional template surveys to identify outsourcing initiatives and relative criticality, provided detailed analysis of survey results and worked with management in development reporting metrics.

Confidential, New York, NY

Business Analyst Consultant / Data Analyst

Responsibilities:

• Determined project requirements, provided recommendations to management regarding reporting automation, advised on best programming strategies to achieve desired results.
• Delivered database solution (Access, VBA) to store historical market risk data and generate customized reports.
• Formulated end-user documentation for database report generation.

Confidential, New York, NY

Senior Associate Business Analyst/Information Technology

Responsibilities:

• Project Management Reporting - Determined requirements for executive-level reporting on key project management metrics (allocations and capitalization analyses, dashboard summary, missing time reports), make recommendations concerning reporting solutions, in corporate management feedback, development and delivery of database solution.
• Monthly Performance Review - Developed database solution to facilitate complex reporting on key lines of business vital to Confidential Securities including GAAP reporting, mutual fund sales, and wealth/asset management product sales.
• Program Enhancement - Determined requirements for overhaul of agent book-of-business succession program, develop test plans (UAT), ongoing monitoring in the post-implementation phase to ensure affected systems operate as expected, ensure resolution of post-implementation issues.
• Critical Applications Initiative - Identifies and prioritize critical applications, provide detailed analysis of critical application survey responses, produce recommendations for best practices concerning vital systems and contingency plans. IT Asset Management - Developed and implemented procedures for tracking technology assets, formulated procurement strategies to optimize technology expenditures, managed and monitored hardware leases and software licenses.
• Data Governance/Information Security Initiative - Developed, reviewed and maintained IT security guidelines, practices, standards and policies to protect data assets and ensure compliance.

Senior Market Management Associate

Responsibilities:

• Produced weekly and monthly sales reports, highlighting data trends and success of marketing campaigns.
• Provided marketing data analysis necessary to facilitate development of marketing plans and campaigns.
• Produced marketing collateral and marketing presentations for field agents highlighting new marketing campaigns and strategies.
• Implemented redesign and content improvement initiative on the corporate intranet for Upromise partnership and eligible insurance/529 products.
• Coordinated educational webinar series highlighting New York Life's partnership with Upromise and related insurance and investment products.

Confidential, New York, NY

Marketing Consultant

Responsibilities:

• Conducted research and analysis on competitors' institutional brokerage products and assembled a comparative database for sales desk, traders and client service managers.
• Produced marketing collateral based on competitive research and trade statistics, emphasizing BNY Brokerage's trading floor presence.
• Updated BNY Brokerage's website with new content, press releases, marketing collateral and marketing presentations.
• Liaised between business (client relations) and information technology to define business requirements, oversee implementation, develop UAT test plans, coordinate UAT testing, track and resolve technical issues and write end-user documentation.
• Developed product launch strategies encompassing two separate business lines that prioritized high-profile clients.

Confidential, New York, NY

Business Consultant

Responsibilities:

• Developed database application for sales-cost analysis for College Board product lines and departmental budgeting.
• Developed database application to handle invoicing, accounts payable and accounts receivable.

Confidential, New York, NY

Marketing Consultant

Responsibilities:

• Provided marketing research for domestic insurance product portfolio.
• Developed marketing database application to cross-sell insurance products to existing clients.