Business Analyst Boston, MA

TECHNICAL SKILLS:

PROFESSIONAL EXPERIENCE:

Confidential, PA

Business Analyst

Responsibilities:

Used an internal MySQL data warehouse to perform long - term campaign analysis, after which the data was reported on using Tableau
Using Tableau, created nine monthly reports containing advanced data visualizations for an eight million-dollar campaign
Worked with the dashboard reporting tool Datorama to create live reports for various clients.
Executed an evaluation of industry specific tools to determine the performance of said tools, ultimately leading to the implementation of new business processes that optimized their use
Successfully created, tracked, and managed 24 campaigns across various business verticals
Configuration of Salesforce to create four new workflows processes to improve business development

Confidential, Boston, MA

Loan Documentation Specialist

Responsibilities:

Responsible for performing a variety of loan documentation duties/functions which may include: interpreting and inputting data, analyzing reports, contacting internal/external customers for information, and researching moderately complex loan documentation problems

Confidential, Boston, MA

Fund Administration Intern

Responsibilities:

Performed the following functions to facilitate financial statement preparation: input various data elements and comparison of financial data related to prior period financial statements, maintain security detail in financial reporting database
Supported expense budgeting and analysis by verifying data related to expense payments, accruals and postings.
Responsible for preparing monthly and quarterly financial information in accordance with US GAAP and SEC requirements. Performed reconciliation steps of financial statement information to Fund Accounting records or other supporting documentation
During the course of normal day to day operations, was responsible for identifying any unusual or potentiallysuspicious transaction activity and must report and/or escalate in accordance with corporate policy and guidelines detailed in relevant operating procedures