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Data Analyst (reporting) Resume

Wilmington, DE


A professional with over 10 years’ diverse expertise, and focus on analysis, accounting, reporting, project/operations management, contracts, MIS, modeling, and cash management.


Software/Databases: Advance Excel, PowerPoint, MS Word, SharePoint, Visio and MS Project; Business Objects, Web Intelligence, SAP, SSRS Report Builder, and SQL


Confidential, Wilmington, DE

Data Analyst (Reporting)


  • Maintain Retail Operations, Board and Corporate Dashboard models of financial and non - financial KPI performance.
  • Maintain /develop corresponding SOP, and other miscellaneous administrative requests, as needed.

Confidential, Horsham, PA

Reporting Analyst


  • Operations support - manipulated data, developed and maintained report models of non-financial data and impact, generated static and ad-hoc financial reports, and wrote procedures.
  • Reporting - developed new and modified existing reports used to track call center volumes and Service Level Performance.

Confidential, Rockland, MA

Financial Analyst


  • Analyzed and prepared routine monthly and quarterly accounting close reports, schedules and reconciliations utilizing various Client reporting systems/tools.
  • Operations support - manipulated data, developed and maintained data models, generated static and ad-hoc financial reports, and wrote procedures. performed business analysis, UAT and PAT testing, and developed reports.
  • Assist ill family members - with transportation to Dr. Appointments, prepare medical forms, follow - up, hospital visits, advocacy, etc.
  • Volunteering with schools, church and other community organizations requiring support - assisting with youth, clerical, event setup/cleanup, guide, and administrative.

Confidential, Wilmington, DE

Senior Credit Quality Reporting Analyst


  • Created customized views of routine monthly, quarterly, and ad-hoc close reports for Risk Management, Treasury and Controller groups using spreadsheets, graphs, and charts to help illustrate financial trends.
  • Reconciled and reported (monthly and quarterly) non- performing and performing assets across Retail, Small Business and Commercial portfolios.
  • Analyzed financial and other profitability trends across portfolios.
  • Performed month-end accounting close processes, researched and resolved ledger and other reporting variances.
  • Collaborated with the Accounting/Controller group during the cyclical close process to complete Regulatory (Call Report), Earnings Report, Investors Report, 10Q and 10K Financial Statements .
  • Researched and recommended to management, business application systems and process improvements.
  • Administered account level database updates for business users.
  • Forecasting, modeling, and budget management responsibility in response to tracking progress of narrow financial requirements against operating plans and projects at a granular level.
  • SOX Compliance - tested, reviewed and interpreted contract, policy, and/or applicable laws, and supported projects, as needed.
  • Performed ad hoc reporting using Business Objects (SQL base) to extract vast amounts of portfolio data for analysis.
  • Developed, maintained, and routinely produced ancillary reports for Controller, Sales and Management groups. .

Confidential, Newark, DE

Finance Operations Analyst


  • Developed test plan and methodology to test new front end software application.
  • Directed colleagues through the front-end application test process, facilitated training sessions for users on new front-end application and created supporting application procedure.
  • Communicated test updates and issues to Project Management Team.
  • Managed the Investment Management reporting monthly “ Confidential ” process; performed control checks, projections and variance analysis on the asset and revenue files received from data suppliers.
  • Performed in-depth investigations and analysis on transaction level detail, wrote SQL scripts to generate large data extracts for ad-hoc report requests and liaised with global IM CFOs and other groups concerning the data quality and variances.

Quality Assurance and Project Management Specialist



  • Participated on the Investment Account Transition Migration Project - transferred accounts from the old to the new account billing platform.
  • Managed daily Confidential Invoicing, A/R, and A/P and Sub-ledger to Ledger reconciliation processes for management service fees earned. Identified and resolve significant Ledger and Sub ledger receivable discrepancies.
  • Developed and maintained Quality Standards, Metrics and reference tools used to support team development and operating environment (i.e. Process flows, Scorecard, Dashboard and procedures).
  • Coordinated the Quarterly and annual audits (i.e., Sarbanes Oxley) for the Confidential - Fee Billing - Trust Group.
  • Promoted within due to outstanding quality control, customer service and commitment to excellence.

Confidential, New Castle, DE

Business Analyst / Project Manager Consultant


  • Managed and directed support professionals through full project cycle.
  • Developed and implemented new policies and procedures.
  • Documented business requirements, collected and analyzed data, created scripts and tested system enhancements, communicated results and documented new processes.
  • Prepared and disseminated weekly project status reports for steering committee and other members.
  • Maintained project plans with critical milestones to direct new enhancements.
  • Provided customized reporting for various Businesses Control Groups for strategic management, Confidential Regulatory, and external reporting in accordance with Service Level Agreements (SLA’s).
  • Directed staffs of Financial Analysts and support through project/program life cycles - including research, planning, implementation, and reporting phases applying standard GAAP accounting practices.
  • Performed root cause analysis, documented before and after workflows.

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