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Financial Data & Reporting Analyst Resume

New York, NY

SUMMARY:

  • Advanced modeling of business scenarios in MS Excel, Access (advanced functions, pivot tables, macro commands)
  • Forecasts and the Annual plan process. Financial modeling for the annual budget and strategic plan.
  • Strong decision - making and prioritization skills, analytical skills, financial modeling including statistical modeling.
  • Experience in complex databases, spreadsheets and presentation software tools for budgeting and financial analysis.
  • Understanding Profit & Loss Drivers. P&L, Balance sheets, Risk Analysis.
  • Strong understanding of PMI project methodologies and SDLC.
  • Proficient in developing complex SQL queries for reporting needs
  • Extensive experience developing source to target mapping documents.
  • A team player who works well with technical and non-technical resources.
  • Willing to update my knowledge and learn new skills to perform efficiently.
  • Excellent analytic and inter-personal skills with ability to interact with individuals at all levels.

TECHNICAL SKILLS:

Microsoft Office: Access, Excel (Macros, Vlookups and Pivot Tables), Outlook, PowerPoint, Visio, VBA, PDF, SharePoint and MS Projects.

B usiness Objects: (SAS, SPSS), Crystal Reports 10/11. Knowledge of ETL. MS SQL Server 2005/2008R2, Oracle 10g/ 11g, (OBIEE, SSIS, Data Modeling). DB2, Teradata.

Methodologies: SDLC (Waterfall, Spiral, Incremental and Prototyping. Rapid Application Development (RAD)

Agile methodology: Scrum, Extreme, Adaptive software development (ASD), Dynamic system development method (DSDM)

PROFESSIONAL EXPERIENCE:

Confidential, New York, NY

Financial Data & Reporting Analyst

Responsibilities:

  • Provide database migration and management solution. Assist in design & development of reconciliation report for tracking the data during conversions. Coordinate data migration from old to new system during Teradata system capacity expansion. Perform classification / trending analysis by understanding the source data.
  • Data Validation in MS Excel, Creation of forms for data entry while using data validation. Creation Pivot Tables for Reports and creation of Graphs. Advanced Excel programming, Usage of Vertical and Horizontal look ups, Index and Match functions. Development of Macros and Formulas in Excel, Pivoting Tables using VBA.
  • Ensured participation of clients in the process of development.
  • Design end-to-end ETL process to load the data from client extracts into data warehouse. Develop source to target mapping document for Item Master and Item Branch tables, source to target mapping documents for multiple subject area using MS Excel. Conversion of Excel Reports to SSRS. Development of all SSRS Reports.
  • Establish standards and guidelines to be used in the areas data access, stored procedure development, ETL processing.

Confidential, New York, NY

Responsibilities:

  • Responsible for supporting building out the function for this newly created reporting group under Comprehensive Capital Analysis and Review.
  • Balance sheet certification and related journal entries. Involved in Profit & Loss Drivers.
  • Updated and enhanced data, model assumptions and methodologies used in stress testing, CCAR calculation; manage operational risk stress testing reporting as part of CCAR process.
  • Participated in developing quality control platform of different risks and dependency models aggregating different risk categories, and the calculation of sensitivity risks and tail risks of diverse asset classes.
  • Developed source to target mapping documents for multiple subject area using MS Excel.
  • Provided end to end validation support for the CCAR and Basel II analytical implementations.
  • Managed requirements traceability and change request process. Imported and linked Data and Charts from Excel into PowerPoint. Developed of Macros for MS Excel and Access files using VBA, for future updates.
  • Processed large data sets of portfolios, analyzed the portfolios' profitability, stability, projection and sensitivity using Excel (PivotTable, Vlookup, formulas, Index and Match) and Access (SQL Query) for Federal Reserve's 2012 Comprehensive Capital Analysis and Review (CCAR)
  • Managed of regular stress test "runs," ensuring aggregated results meet or exceed defined standards

Confidential, New York, NY

Finance/Business/Data Analyst

Responsibilities:

  • Data extractions and Reports generation modules are written for management use.
  • Received, Sale and balance sheets are being generated from this system for the use of Sales and Warehouse department.
  • Financial transactions and Banking issues are being monitor while using this system.
  • Shipping and handling information and delivery status are also update in this system and can easily review by all users on the network. Creation of Macros, VBA code and Reports for Business Development.
  • Microsoft software development environments, application development, Record Keeping System for Excel; automating, modifying, and optimizing extensive reports in Excel.
  • Developed various KPI reports and dashboards (daily, weekly, monthly, quarterly and yearly)
  • Creation of Macros, VBA code and Reports for Business Development.
  • Microsoft software development environments, application development, Record Keeping System for Excel; automating, modifying, and optimizing extensive reports in Excel.
  • Developed GUI interfaces using Open Database Connectivity (ODBC) to connect to Oracle and get updated data into Excel
  • Used Excel VBA/Macros, MS Access and SQL queries to make reports in different styles and then distributed them as Power Point slides to various level of management
  • Development of all SSRS Reports using MS Visual Studio (including cascading parameters, some included sub-reports, drill through and drill downs. Conversion of Excel Reports to SSRS.

Confidential, Queens, NY

Data & Reporting Analyst

Responsibilities:

  • Migration of MS Access Databases to SQL Server using Import wizard and Creating DTS Package in SQL Server. Data Validation in MS Excel, Creation of forms for data entry while using data validation.
  • Creation Pivot Tables for Reports and creation of Graphs.
  • Advanced Excel programming, Usage of Vertical and Horizontal look ups.
  • Development of Macros and Formulas in MS Excel
  • Making up backup strategies while doing migration. To bring the databases online after migration.
  • Improved functionality and efficiency reduce redundancy, and Improve the accuracy, availability, and usefulness of the court's case- related data. Performed VBA work, modifying & understanding VBA scripts. Design and Development of software components. Development of all SSRS Reports.
  • MS Active Data Objects (ADO); ex record set, type of record sets, and setting up a connection
  • Interfaced with third party programs, other MS products and APIs.
  • Troubleshoot and maintained existing MS Access database for Company's Data Inventory System Department.
  • Collection of data and design a relational database with queries and reports to meet customer requirements
  • Trouble-shoot relational databases to isolate problems, adding notes for full understanding by management using SAS, SSSP, MS Excel, and Access.

Confidential, New York, NY

Manager Operations and Financial Reporting

Responsibilities:

  • Provided MS Access database design and support for in-house Accounting Systems applications.
  • Supported to assist clients when support was discontinued.
  • Maintained and enhanced of Fox pro to MS Access.
  • Data migration from MS Access to MS SQL Server.
  • Supported P&L and Balance Sheets

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