Summary of Qualifying Skills and Experience

• Over fourteen years of Data Analyst experience, with the past eight years as a Contract Consultant, specializing in solutions and quality assurance analysis
• Expert proficiency cleaning and sorting quantitative data using MS Excel, Access, SQL, and other data analysis programs and work flow reporting via pivot tables, v-look up, other advanced functions
• Accomplished creating and presenting performance and efficiency reports using pivot tables and graphic reports
• Effective managing multiple projects with conflicting priorities, analyzing sensitive information, mapping data between different systems performing User Acceptance Testing on proprietary technology
• Gifted at examining multi source information in order to assess the validity of data and familiar with regression, forecasting, and trend analysis
• Extensive work collaborating on projects with colleagues from different department and gathering info from different lines of business and IT teams to create business requirements and write standard operating procedures
• Efficient with customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as issue resolution
• Familiar with Bloomberg, Reuters, D B, Swift ISO, Sales force, and other financial information and analytical systems/software

PERTINENT EXPERIENCE

Confidential

Data Analyst

• Performed reconciliation between contractual agreements billing systems to identify inconsistencies and assist with remediation process
• Executed daily data validation and basic financial impact analysis to ensure accurate reporting
• Liaised with custodian and lines of business to gather information, confirm data integrity and complete issue resolution

Confidential

Senior Systems Data Analyst

• Transfer data from databases to Excel to analyze for accuracy and to extract specific information
• Participate in project development by identifying requirements for data feed processes and providing support and solutions for the needs of the project
• Automation of processes for data feed and tune scripts for better workflow processes
• Problem management and escalation of data transfer issues
• System workload monitoring and responsible for Switch Site Polling and Monitoring
• Provide 24 x 7 x 365 on call production support coverage, problem ticket, and Incident Support
• Provide support for Production, Operations, Applications Development, Internal and External Business Partners

Confidential

Business/Data Analyst W2 CONTRACT CONSULTANT

• Assured accurate data acquisition and analyzed data for both pre and post trade due diligence in targeted timeframes, while supporting campaigns to drive target performance using Salesforce and Excel
• Manage data vendor performance to meet or exceed requirements and continuously upgrade vendors to ensure best-in-class data management by providing specified data using pivot tables
• Manage pre and post note sale administration process, while supporting deal case data requirements to enable risk, borrower and exit management strategies
• Worked closely with document vendor to audit invoice process and make recommendations to improve

Confidential

Business/Data Analyst W2 CONTRACT CONSULTANT

• Chart and graph data using MS Excel and Power Point to offer customized strategic analysis for individual clients and used pivot tables to point out specific data highlights
• Work with client and project manager to determine which monitored points if any will need alarm capabilities
• Establish criteria for 'alarm' state and coordinate with engineering team to develop accurate algorithms for needed alarms and document the procedures

Confidential

Business/Data Analyst W2

• Coordinated with the partners of the firm and their brokers to ensure their compliance and prevented millions of dollars in SEC fines regarding their personal and firm investment transactions
• Reconciled daily electronic feed data, using MS Excel, for errors or indications of anomalies provided diagnostic support and problem resolution and/or escalate issue appropriately for internal compliance
• Created and maintained MS Access database containing information from daily exception reports and created queries, tables, charts, and ad hoc reports to resolve program issues report information to program management and documented program standard operation procedures for the purpose of business continuity and future program improvement expansion

Confidential

Prime Brokerage Operations Analyst

• Reconciled trade transactions via DTC, ADP, and external counter-party brokerages in order to quickly and accurately resolve failed transactions and trade breaks saving millions of dollars in trade losses
• Gathered business requirements and documented functional specifications with a focus on improving training, timeliness and overall department efficiency
• Created daily metrics reports in MS Excel to document areas of inefficiency and highlight patterns of trade failures

Confidential

Data Analyst

• Periodically write and run SQL queries to gather company's internal transactional data Frequency, monetary, product usage, sales, service, discount cards usage, response to marketing campaigns, and events , external consumer behavior data Interests, hobbies, and shopping habits , demographic data, and household spending patterns
• Explore and analyze said data using Excel pivot tables and advanced functions to discover useful knowledge and patterns in the data
• Provide frequent reports to enable the company to determine the impact on sales, consumer satisfaction, and to optimize operation/business/marketing strategies

Confidential

Reference Data Project Analyst

• Responsible for the maintenance of the company's security master file by analyzing and reconciliation of the reference data feed into both UNIX and SQL based systems from data sources FT Interactive Data, Bloomberg, Reuters
• Using MS Excel, ran daily checks for erroneous data and known systems imperfections and either corrected or reported findings to the systems engineers for correction
• Processed initial reference data and ratings client inquires, and either made the necessary data corrections or directed the inquiries to the correct technical staff

AML/KYC Research Project Nov 05 Oct 06 :

• Researched entity data to confirm legal status, entity hierarchy, and other relative statistical data by way of government and legal sources such as SEC 10K filings.
• Analyzed collected data for discrepancies using MS Excel, then formatted data for transfer into the database created Excel spreadsheet reports of findings for different Lines of Business
• Monitored corporate actions reports for changes to client entities and made corresponding corrections to the database

Confidential

Business / Data Analyst CONTRACT CONSULTANT Confidential

• Assisted with daily process of dividend payments, reinvestments claims, and stock loans/borrows reconciliation and prepared daily P L, balance sheets, and cash flow statements
• Reconciled money line movements through balance sheets and internal systems
• Gathered business requirements and documented functional specifications with a focus on improving training, timeliness and overall department operations

Confidential

Business Operations Analyst

• Assist in daily process of dividend payments, reinvestments claims, resolution of client concerns via SWIFT ISO, and reconciliation of money line movements by way of DTC and internal systems
• Made recommendations concerning existing research processing methods in order to ensure data quality and resolution of client issues with dividend claims, and implemented said recommendations
• Analyzed reconciliation and reorg reports with a focus on ADR updates to improve timeliness of dividend processing

Confidential

Polling Data Analyst and Speech Writer

• Analyzed local polling, statistical, and census data using MS Excel to provide actionable reports to assist the campaign in focusing its resources to reach its objective
• Lead research and data mining projects and served as chief liaison with the local press
• Responsible for crafting keynote addresses, stump speeches, and press releases
• Provided leadership of local operations and organized local rallies for the candidate

Confidential

Senior Financial Market Data Analyst and

Research Team Leader

• Analyze and ensure the timely delivery of North American fixed income Corp Action data using MS Excel Access based projection, reorg, and reconciliation reports
• Collaborate with clients, external source, and internal departments via telephone and/or written correspondence to resolve day-to-day data inquiries/discrepancies
• Determine what research is required to resolve discrepancies communicate effective instructions to appropriate research clerks to ensure accurate market data
• Direct the daily operations of the mutual fund research team and provide monthly performance reviews
• Gathered business requirements and documented functional specifications

Market Data Analyst/Processor

• Examine and investigate dividend corporate action data by way of UNIX data based systems to ensure data quality
• Convert said data from user input system configurations to conform to the limits of the feed system, while meeting strict daily production deadlines.
• Using MS Excel spreadsheets created periodic reports to provide analysis of data patterns, and timeless to management
• Served as liaison between customer service and operational departments
• Analyze reconciliation reports for patterns of inefficiency and errors