SUMMARY

• Talented business/quantitative data analyst with extensive experience in project management, business analysis, data ETL, data mining, data analytics & reporting, database implementation & programming, risk management, and team leadership who delivers consistent results utilizing existing resources first and foremost. Can undertake challenging mandates, visualize tactical & strategic solutions, meet tight deadlines, bridge gaps among stakeholders, and communicate at executive levels. Able to deploy solutions that streamline processes, capture cost reductions and automate and optimize operations.

TECHNICAL SKILLS

• Project Management
• Risk Management
• Data Mining, Analytics & ETL
• Optimization & Automation of Operations
• Expert - level Excel / VBA / SQL skills
• Team Leadership
• Database & Data Warehouse Design
• Quantitative Methods / Statistics / Financial Modeling

PROFESSIONAL EXPERIENCE

Confidential, Franklin Lakes, NJ

Financial / Business / Data Analyst

Responsibilities:

• Reduced by 40% the turnaround time of the adjustment of claims by revamping workflows and creating automation tools for the Financial Adjustments division.
• Designed and implemented two new frameworks (for financial analysis and activity-tracking) that allowed for streamlined data collection & procurement, data ETL, mining & analysis, and reporting.
• Developed tools in Excel/VBA, VB .Net, C#., JavaScript, VBS, and HTML to support the new frameworks.
• Wrote and automated the execution of complex cross-engine dynamic SQL queries (against Teradata, DB2, SQL Server, Access & flat files) to support the new frameworks.
• Optimized the financial analysis framework by consolidating several heterogeneous claim-adjusting processes under a proprietary Excel menu via XML and VBA, including FTP tasks.
• Implemented an activity-tracking framework in SQL Server/VB .Net realizing savings of $1+M over 6 mos.
• Delivered performance-monitoring dashboards in Tableau allowing real-time access to KPIs.

Confidential, Bridgewater, NJ

Financial Advisor / Business Analyst

Responsibilities:

• Advised clients on investing, retirement planning, and insurance.
• Provided solutions to fulfill clients’ goals.
• Analyzed portfolios of clients to reduce fees, beta and unsystematic (residual) risk while adding alpha.
• Measured and tracked sales and marketing qualitative and quantitative KPIs.
• Created sophisticated Excel spreadsheets for reporting with pivot tables and VLOOKUPs.

Confidential, Coral Gables, FL

Trading Coach

Responsibilities:

• Hosted an educational trading room showcasing quantitative tools for day, swing and position trading.
• Traded stocks, bonds, futures, and options on equities, treasuries, metals, energies, grains and currencies.
• Researched, back-tested and implemented trading plans and strategies.
• Implemented risk management policies.

Confidential, New York, NY

Sr. Data Analyst

Responsibilities:

• $5M reduction in annual data acquisition expenses achieved by analyzing requirements, consolidating data feeds, identifying redundancies, and writing ETL SSIS packages to migrate data into a data warehouse.
• Doubled the number of daily data feeds from less than 50 to 100+ by utilizing the FIX protocol.
• Improved data quality assurance by streamlining the data validation and data mapping frameworks.
• Reduced equity valuations turnaround time from 24+ hours to minutes by designing a valuation framework for Global Emerging Markets (GEM) equity securities (based on SQL Server).
• Mapped history of corporate action events for 2600+ constituents of the GEM MSCI Investable Indices.
• Wrote SQL stored procedures to calculate forward-looking financial and valuation ratios, Value at Risk (VaR), expected shortfall, and sensitivity measures for portfolios.
• Wrote queries to identify risk factors and run statistical studies for 20+ industry categories.
• Analyzed reporting requirements and developed report specifications.
• Summarized KPIs and valuation metrics for 26+ global emerging markets. Utilized the balanced scorecard framework to identify, measure, and track financial KPIs.
• Supported quantitative financial models used to identify trading opportunities.
• Utilized mathematical data transformations and statistical methods (ANOVA, hypothesis testing, linear regression, etc.) and data mining tools to improve the interpretability of large datasets.
• Created Excel spreadsheets with advanced formulas, pivot tables, and VBA macros.

Confidential, New York, NY

Managing Director / Analyst

Responsibilities:

• Developed report specifications based on the reporting requirements of institutional client accounts.
• Analyzed and addressed client requests by writing SQL queries that accessed data from multiple sources.
• Created financial models in Excel with advanced formulas, VBA and pivot tables (financial projections, sensitivity indicators, correlation, and regression analysis).
• Wrote SQL queries to assess the relative attractiveness of financial assets, screen investment opportunities (i.e. over/undervalued stocks) and support quantitative summaries and charts.

Associate Director / Analyst

Confidential

Responsibilities:

• Implemented a SQL Server database with financials, prices, corporate actions, and consensus estimates for 26 countries across global emerging markets.
• Created data mappings and data models utilized in the valuation framework.
• Wrote SQL queries and SSIS packages for data processing and reporting supporting the valuation framework.
• Created Excel spreadsheets and VBA macros to support the ETL process.
• Wrote the SQL stored procedures required to produce valuation metrics for companies and aggregates.
• Analyzed the reporting requirements and produced the report specifications for the periodicals to be published.

Vice-President / Analyst

Confidential

Responsibilities:

• Implemented a SQL Server database with financials, prices, corporate actions, and consensus estimates for seven Latin countries.
• Created data mappings and data models utilized in the valuation framework.
• Produced quantitative section of the "Latin America Watch" (market summaries and research commentary).

Confidential, Mexico City, MX

Associate Director / IT Manager

Responsibilities:

• Managed relationships with international exchanges, regulators and institutional clients such as Bear Stearns.
• Managed IT development team in the Statistics & Information Division.
• Built historical and real-time information services for valuation purposes and statistical analysis, including frequency analysis and measures of central tendency, dispersion and distribution.
• Launched the exchange’s website.
• Implemented the first electronic exchange of market data among Latin stock exchanges.
• Managed the software development life cycle (SDLC) of business intelligence, data warehousing, financial performance, and information dissemination applications.