SUMMARY:

• Detail - oriented Financial/Reporting/Data Analyst looking for an opportunity to apply my knowledge and experience towards the growth and success of an organization.
• Experienced individual, proficient with building queries, reporting processes, and performing data analysis, using Database Management Systems (DBMS), and other data mining tools such as MS SQL Server, MySQL, PLSQL, Query/AS 400, SAP Crystal Reports, MS Access, and MS Excel.
• Skilled professional in search of a new challenge after working diligently in the Banking and Consulting industry for over 9 years as a Supervisor, Commercial Credit Analyst, Financial/Reporting Analyst, and BI Analyst, with an emphasis on reporting, database mining, and operational analysis.
• Enthusiastic learner that can adapt quickly to new environments, with a knack for solving problems.

SKILLS:

• Working knowledge of Relational Database Management Systems (RDBMS).
• MS SQL Server; MySQL; Oracle PLSQL
• SQL syntaxes, expressions, and functions regarding DDL & DML statements.
• Stored Procedures; Triggers; Indexes.
• Power BI - MSBI: SSIS (ETL packages), SSAS, SSRS.
• Query/AS 400 - Construct queries with specific criteria to generate individual reports, and build custom database files to support other kinds of reporting needs.
• MS Excel - Establish ODBC connections from various data sources to seamlessly update data and generate reports using other MS Excel functionalities such as Macros, Pivot Tables, Power Pivot, Vlookup, Vlookup with multiple criteria, Calculated Columns, Nested “ If ” statements, etc.
• MS Access & SAP Crystal Reports - Expert at building, importing, and exporting data to produce reports. Creating Macros, and Switchboards to make report generation easier for unskilled end-users.
• MS Word - Mail-merging using multiple data sources.
• Microsoft Office Suite - Profound knowledge of MS Office applications.

PROFESSIONAL EXPERIENCE:

Business intelligence (bI) Analyst

Confidential

Responsibilities:

• Extract, monitor, and analyze sales data for multiple companies in different industries in order to identify the strengths and weaknesses of revenue generating channels.
• Process periodical and ad-hoc requests using Database Management Systems, or Database mining tools such as MS SQL Server Management Studio; MS Access; IBM AS 400 (Query); etc.
• Build reporting processes from scratch with the goal of making each process seamless and easy to execute by inexperienced end-users.
• Analyze operational data to aid management in making key decisions.
• Consult with management regarding current and future enterprise projects.

Financial/Reporting Analyst

Confidential

Responsibilities:

• Conducted analysis on multiple aspects of banking operations to identify trends and problem areas, establish Key Performance Indicators (KPIs) and benchmarks, manage risk, etc.
• Created, restructured, and streamlined reports and reporting processes with the mindset of improving efficiencies within the organization.
• Established a Centralized Reporting Division, to eliminate reporting redundancies within departments, and throughout the organization.
• Consulted and worked with at least 20 departments and various vendors on multiple projects regarding general reporting activities. Ensuring the delivery and capture of accurate data.
• Implemented and served as the Software Administrator for the reporting tool “SNLBanker”, a streamlined Business Intelligence (BI) solution for internal bank reporting. Powered by S&P Global Market Intelligence.
• Provided technical support on multiple projects and operational issues that would arise due to unforeseen circumstances such as system updates, end-of-year activities, etc.
• Developed and Trained associates on how to use different software such as Query/AS 400, SNLBanker, MS Excel, SAP Crystal Reports, etc. Creating reference manuals to accompany each training session.
• Presented at an SNLBanker User Conference with regard to reporting on the “Quality and Quantity of Retail Loan Applications”.
• Delivered projects, and periodical ad-hoc reporting and analysis requests on a timely basis.
• Implemented quality controls to ensure reporting accuracy.

COMMERCIAL CREDIT ANALYST

Confidential

Responsibilities:

• Performed financial analysis, spread financial information, and monitored trends on entities such as individuals, sole proprietorships, and corporations, to assess their ability to repay loans. This task required an understanding of information extracted from financial statements, or tax returns.
• Prepared credit memos and reports for Loan Committee meetings, highlighting the results of my analysis and research. This task required one to multitask, pay attention to details, have good use of grammar, and communicate effectively. These credit memos comprised of loan commitments that ranged from $500,000 to $25,000,000.
• Presented credit memos with associated strengths and weaknesses, using multiple benchmarks such as the Five Cs of Credit analysis, Borrowing Base Certificates, etc.
• Proposed loan covenants to mitigate weaknesses associated with each loan proposal.

TELLER SUPERVISOR

Confidential

Responsibilities:

• Coached, trained, and managed six financial sales representatives with the mindset of achieving 100% customer satisfaction at the highest volume branch in the area.
• Controlled a $275,000 cash drawer functioning as the branch-vault, while corresponding with the Federal Reserve.
• Created team building activities that encouraged and motivated associates to achieve branch goals.
• Constructed cost effective staff-schedules that addressed staffing shortfalls during high volume periods.