SUMMARY:

Industry experience in Insurance & Finance, including: consumer banking, commercial banking and financial systems.

AREAS OF EFFECTIVENESS:

• Strong Analytical Skills Financial Reporting/Analysis Budgeting & Forecasting
• Accounting Systems Data Conversion & Mapping Report Definition
• Coaching and Training Process Documentation & Auditing
• Data Management Improvement Business Process Reengineering

TECHNICAL SUMMARY:

Languages: Visual Basic for Applications, SQL, SAS

Application Software: MS Word, Excel, PowerPoint, Visio, SharePoint, SAS Enterprise Guide 5.1HP Application Lifecycle Management 11.0, Oracle Primavera, MS Project, Alteryx, Tableau

Databases - Middleware: Oracle Essbase Financial, MS Access, INEA Accounting Management Systems

PROFESSIONAL EXPERIENCE:

Confidential, Basking Ridge, NJ

Data Analyst

Responsibilities:

• Supported Project Managers on various reporting issues relating Project Management matters within ERPMO.
• Developed data glossary for Project Management Data Mart (PMDM) for use by database users.
• Provide support for maintenance and publication of weekly and monthly reporting.
• Participated on various organizational maturity initiatives within ERPMO Services.

Confidential, Philadelphia, PA

Data Analyst

Responsibilities:

• Short term project reviewing rate revision files for data accuracy.
• Updated departmental process reference manuals used in rate revision process.

Confidential, Cleveland, OH

Risk Reviewer

Responsibilities:

• Reviewed data files for various audits for data quality in accounting systems environment.
• Responsible for reporting variances to audit policy regarding financial data issues.
• Work with Data Analytics team in development of enterprise wide continuous auditing framework.

Confidential, Basking Ridge, NJ

Data Analyst

Responsibilities:

• Created and implemented various financial models for use in PPRO Work Force Management program.
• Responsible for monthly reporting of Policy Pro scheduling metrics to Program management.
• Subject Matter Expert to Project Managers on issues related to Oracle Primavera scheduling system.

Confidential, Cleveland, OH

Data Analyst

Responsibilities:

• Worked on Request for Proposal for selection of data management tool for use in the project, responsible for researching vendors and making recommendations to management.

Confidential, Cleveland, OH

Business Analyst

Responsibilities:

• Business Analyst within Westfield Insurance’s IMPACT Program, Payments workstream.
• Researched existing reporting on current payments process; created reporting matrix and recommended streamlining of reporting to be implemented on new payments system.

Confidential, Pittsburgh, PA

Business Analyst

Responsibilities:

• Conducted several fact finding dialogues with client management, this led to the development of a targeted business strategy to resolve end-user concerns migrating database to new Oracle environment.
• Elicited and documented requirements for user interfaces to access database in Oracle, techniques included Interviews, Observation and User Task Analysis. This led to the development Functional Requirements for client access Read/Write privileges.
• Recommended and coordinated installation of "Toad for Data Analysts" for use by clients as database access tool on all client computers.
• Created quality assurance test plans to validate client access privileges.
• Mentored individual clients on using Toad; coaching efforts resulted in no access issues during first production run in Oracle environment.
• Utilized Mercury/ALM tool to maintain Requirements, Test Plans and Test Labs for traceability.
• Quality Assurance Tester in several Day2 work-streams for RBC acquisition project, extensive use of SQL creating test scripts for systems integration testing.

Confidential, Cleveland, OH

Lead Reporting Analyst

Responsibilities:

• Developed and implemented specific reporting strategies to review various aspects of the loan portfolio, this has led to a large reduction of KER policy exceptions and improved audit reviews.
• Provided analytical insights to highlight trends and to focus attention on issues developing within the education portfolio, resulting in improved monitoring by third party servicers on data integrity issues.
• Delivered timely, accurate, internally consistent reporting to senior management; identified more than $32 million in loans in monthly KER Asset Quality review that were not classified correctly and reclassified them.
• Acted as subject matter expert with business partners on issues relating to the portfolio, improved information flow resolved data inconsistencies between internal clients.