SUMMARY OF SKILLS:

• Experienced in financial reporting, performance metrics and data analytics for various lines of business.
• Over ten years working in data analysis to include automation of manual data processes, developing dashboards, metrics, performance measures, trends and analysis for Finance, Sales/Marketing, Human Resources, CMO, PMO and Telecommunications data.
• Database functions include building and creating tables, data queries, using SQL code.
• Reports development, working with data models and retrieving information from large data warehouses.
• Test case documentation; business requirements, write functional design documentation.
• Design analysis tools for monitoring project statuses and conditions.

SKILL:

Microsoft: SQL Server 2014, SharePoint, MS Project, Excel/Access/VBA

Oracle: SQL Developer, SQL Plus, Oracle Discover, Toad, Business Objects, Confluence

Database: SQL 2012, Teradata, Oracle (People Soft), Lawson, ADP (HR System), JD Edwards Mfg. Pro

Business Reporting: Business Object, MicroStrategy, HRIS, Clarity, Tableau, Project Control Module (PCM)

PROFESSIONAL EXPERIENCE:

Analytics Consultant

Confidential, Charlotte, North Carolina

Responsibilities:

• Automate Portfolio Investment Models assist Portfolio Managers in retrieving data from various sources of record.
• Create reports for Conduct Management Office (CMO) and Analytics
• Work with LOB’s to develop ad - hoc reporting and consult team members on metrics provided.
• Perform data analysis on various metrics to create a story for stakeholders.

Assistant Vice President/PMO Consultant

Confidential, Charlotte, North Carolina

Responsibilities:

• Create financial reporting for programs aligned to Confidential Transformation and Change organization.
• Reporting information included Resource Allocations, Program/Project projected forecast, actual cost and various reporting on other expenses.
• Create reporting financial summaries and program portfolio decks for Key SIM Operations Programs.
• Produced weekly Executive Summary for all program and provided metrics on program/project statuses.
• Produced Confidential & Confidential Portfolio and Change Management reporting, to support various financial reports for several financial portfolios.
• Worked with user interface tools to design and create automated reporting metrics and dashboards for viewing of financial data, program/project data and resource management data.

PMO Consultant

Confidential, Charlotte, North Carolina

Responsibilities:

• Maintained Confidential & Confidential Portfolio and Change Management databases, to produce reporting for program managers and financial management.
• Used PMT (Portfolio Management Tool) to design viewable financial data, metrics and dashboards for Technology Executives, Portfolio Executives and Program Managers.
• Implementation of new Enterprise Issue Management System; gather requirements from business and stakeholders on integration of the current Legacy system to integrate into new system.
• Prepare functional specification documents which include gathering data from various wire transfer interfaces; write mapping specifications to the Money Transfer System and Payment Broker database.
• Work in Enterprise Data and Analytics on the Foundational Data Team.
• My responsibility was working on enhancements of consumer lending products and services to determine sales profits.

Business Analyst/Data Analyst

Confidential, Charlotte, North Carolina

Responsibilities:

• Responsible for creating financial reports, tracking and monitoring projects coming into the HL & LAS Information Management dispatch pipeline.
• Pulled source of project information from MS Access and Nexus project management application using SQL Server backend connections (Visual Studio) to extract data and create business reports.
• Facilitate meetings with SMEs and technology group to review project statuses and any potential impacts on other system applications.
• Worked in Servicing Portfolio & Analytics Reporting group to assist Technical Delivery Manager ensuring project deliverables were on target.
• Designed an automated tool for Technology Team to assess project cost estimates. Document processes and conduct sessions on project estimation tool.

Database Developer

Confidential, Charlotte, North Carolina

• This was a six-week contract to build a database in MS Access to access financial information for budgeting and forecast planning. Developed Access database and created a tool for users to access financial data for their own reporting and metrics.

Business/Data Analyst

Confidential Bank, Charlotte, North Carolina

Responsibilities:

• Work in Wealth Management Group on Data Mart team.
• Analyze data pulled in from JIRA to write the requirements for Agile based projects and worked on project tasks in JIRA to initiate updates within the project.
• Create data mapping for preparation of ETLs. Determine SOR using TERADATA warehouse.
• Preparation for data scrubbing and create database table updates.

Sr. Business/Reporting Data Analyst

Confidential, Charlotte, North Carolina

Responsibilities:

• Work in PMO Basel II Risk Management on the remediation of Regulatory Requirements Database.
• Responsible for ensuring all project regulatory requirements and Basel II compliance statuses were reported accurately.
• Assisted on a project to build out a Risk Calculator pool to model retail risks segmentation and calculate based on value for each pool.
• Worked with International team on strategic approach to calculating Retail Pools and segmentations.
• Develop reports in to pull data from Basel II database to provide a dashboard view of projects in the PMO. Write business design documentation for solution of new database.

AVP Change Consultant/Reporting System Analyst

Confidential, Charlotte, North Carolina

Responsibilities:

• Designed and created Risk Management front end application for Basel II PMO Program and Project Management. Dashboard consisted of all projects within the Risk Management Basel II Program and their health conditions, test management, compliance and release management statuses.
• Automate existing and current manual processes using SQL code in Server 2005, Access and VBA for users to track and monitor their projects more efficiently. Research and evaluate technology solutions and present recommendations for improved system operations.

Business Analyst

Confidential , Charlotte, North Carolina

• Extracted data from general ledger subsystems and perform daily updates
• Converted job extracts and determined the modeling process to create a template to perform comparisons.
• Created views in GL Subsystem using nBalance script, VBA scripts and Excel.

Business Analyst

Confidential, Charlotte, North Carolina

Responsibilities:

• Work with Sr. Business Analyst on Social Security Remediation project and rewriting of the enrollment process for associate’s compensation plans. Responsible for retrieving employee data using SQL in Performance Measures Reporting database.
• Create workflow process and high-level design of current functional processes.
• Write SQL code in DB2 for employee data analysis and research on associate online enrollment process. Gather personnel data from various data sources for Enrollment rewrite initiative.

Reporting and Data Analyst

Confidential, Charlotte, North Carolina

Responsibilities:

• Write business requirements for eCOM/ATM Sales Marketing group; perform statistical data analysis and reporting on consumer internet usage. Access various data sources through data warehouse to perform business analysis on new reporting concepts and ad hoc reporting.
• Worked with business partners on a conversion project to move reporting data from a third-party vendor to MICROSTRATEGY using SQL.
• Develop marketing trends on consumer information based on loan applications processed. Develop project tracking tool in SharePoint for Data warehouse staff and maintenance of project managed in eCom group.

Project Manager/Business Analyst

Confidential, Charlotte, North Carolina

Responsibilities:

• Export client data from ACCESS to SQL/SERVER 2005 to prepare for conversion to web application.
• Write business requirements on client’s inspection modules; create flowcharts in VISIO and write scope of work documentation.
• Work with clients on design specifications for health inspection modules.
• Interacted with clients on project plans; maintain project status and timelines in Microsoft Project.

Sr. Data Analyst

Confidential, Charlotte, North Carolina

Responsibilities:

• Manage special project assignment to convert mortgage lender’s manual rate viewer application to an automated application from SQL Server to ACCESS.
• Develop interface in ACCESS for Mortgage Brokers to do marketing and trend analysis on consumers of secondary mortgage.
• Remediation of Mortgage Rate Viewer application; created a more automated system for bank intranet.
• Maintain project plans, documentation and deliverables in SharePoint.
• Develop an analysis tool in EXCEL for Strategic Pricing Team to plan their strategies on new business.

Business Analyst

Confidential, Charlotte, North Carolina

Responsibilities:

• Assisted Project Manager on CRM database conversion project from EXCITE to SIEBEL.
• Develop reporting tools in ACCESS or ORACLE DISCOVERER for business to keep up with the Marketing trends in distribution of supplies.
• Create queries to mine data for departmental and ad hoc queries and reports.
• Streamline various data sources for reporting and eliminate data duplicity.
• Manage raw data into quick view format with summary notations and recommendations.
• Serve as liaison between functional departments (marketing, financial, service development) to develop and automate manual reporting processes.

Data Analyst

Confidential, Charlotte, North Carolina

Responsibilities:

• Import data from REMEDY Help Desk database and CENTERGY telecommunications database to develop an automated tracking tool in ACCESS for Call Center Management team to use to measure analyst call tracking as a replacement of Crystal Reporting tool.
• Work with managers and users on call volume statistics data, and ad-hoc reporting.
• Develop performance metrics in EXCEL for monitoring and tracking Enterprise Help Desk call volume and help desk ticket requests.

Business Analyst

Confidential, Charlotte, North Carolina

Responsibilities:

• Assist Project Manager in the implementation of Cell Phone Project, gathering data requirements for all employees’ cell usage, billing, and level of usage.
• Liaison between vendor and employees determining level of service provided by vendors.
• Prepare audits on employee information through Oracle HRMS and Oracle Discover Report Developer.
• Develop reports in for management to do comparisons, trends and analysis, on various employee data