SUMMARY

• IT Professional with Credit Risk knowledge and progressive experience in the design, development and analysis of business reporting.
• Experience extracting data using ETL, SAS, and T - SQL to build databases and reports in Microsoft Access, Tableau, Excel. Built Macros, wrote VLOOKUps, and created Pivot Tables through Excel.
• Prior experience in SSIS, SSRS, and Oracle Business Intelligence Tools.

TECHNICAL SKILLS

• Agile Methods/Testing
• Microsoft Office
• SharePoint
• SQL Management Studio R8
• SQL SSRS
• Oracle
• OBIEE
• SAS
• Microsoft Access (Expert)
• Microsoft Excel (Expert)
• SCORE (Buying System)
• Salesforce with CRM
• Extensive Inventory Analysis
• Project Management
• SAP R4
• Tableau
• Monarch
• Data Management

PROFESSIONAL EXPERIENCE

Confidential - Plano, TX

Risk Analyst

Responsibilities:

• Identifies and manages existing and emerging risks that stem from business activities and the job role.
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled.
• Follows written risk and compliance policies and procedures for business activities.
• Independently applies programming and analytical techniques to analyze credit data,
• Applies broad knowledge of the business, its products, and processes to tailor credit strategies to the needs of the business.
• Analyzes credit trends or variances and provides results for root cause analyses.
• Performs credit risk assessments and recognizes appropriate credit risk strategies to be developed and implemented.
• Synthesizes credit analysis results into clear and concise recommendations to drive credit strategy and improvement and to influence decision makers.
• Serves as a subject matter expert on cross-functional teams and plays a lead role on aspectsf the project related to credit requirements.
• Recognizes opportunities to improve credit risk strategies and builds support for recommendations.

Confidential - Plano, TX

Business Analyst

Responsibilities:

• Applied expert programming and analytical techniques to analyze credit data.
• Identified and eliminated reporting redundancy by conducting surveys and automating existing reports through Tableau, Access and SAS.
• Reviewed existing procedures and implemented process improvement for the remarketing team, saving significant FTE hours (56 per month).
• Served various ad-hoc requests from executives, corporate and field teams.
• Assembled key participants and facilitated teams in the development and implementation of key initiatives.
• Delivered diagnostic dashboards to the field and remarketing customers, enhancing TFS’s reporting ability.
• Identified and standardized various KPIs for Regional Auction Managers to effectively manage performance.
• Worked cross-functionally with IT, Business Analytics and Business intelligence teams to design process and data flows.

Confidential - Plano, TX

Data Analyst

Responsibilities:

• Review and create business models and planned design requirements.
• Build/updated vendor interfaces and coordinated system testing with auditing team.
• Monitored ongoing client issues and deliverables.
• Tested and completed quality reviews on client export files.
• Reviewed documentation of procedures and identified process improvements and implemented.
• Built strong relationships with clients and business partners.
• Performed all audits between Client, Carrier and internal customers.
• Worked with Clients to ensure employees were signed up for the correct Insurance, STD, LTD, COBRA, etc.
• Reviewed data exceptions using (Data Rules) to insure quality data control for both internal and external clients.

Confidential - Irving, TX

Financial Business Analyst

Responsibilities:

• Consolidated and analyzed financial data (budgets, income statements, forecasts, etc.).
• Provided creative alternatives and recommendations to reduce costs and improve financial performance.
• Assembled and summarized data to structure reports on customers financial status and risks.
• Worked with Purchasing team to insure inventory and pricing was accurate.
• Developed financial models, conduct benchmarking and cost analysis.
• Conducted business case studies to compare performance and develop forecast models for clients.
• Identified trends, advised and recommend actions to clients based on product analysis.
• Determined financial status by analyzing actual results in comparison with forecasts.
• Reconciled transactions by comparing and correcting data between Supplier and Manufacturer.
• Consulted with management to influence strategic decision making within the scope for internal clients.
• Continue to drive process improvement and policy development initiatives that impact the function.

Confidential - Richardson, TX

Database Administrator / Reporting Analyst

Responsibilities:

• Designed reports using Access and Excel.
• Ensured Data Quality for all reports going internal and external.
• Using data modeling concepts to create push button reporting using Access and Tableau.
• Used Access to extract data from Salesforce and pulled the data into Access databases. Extracted data through Salesforce plugin into Excel to customize reports using Macros, VLOOKUps and Pivot Tables.
• Used Monarch to pull data from documents to organize and load into Salesforce.
• Salesforce administrator, my role was to migrate data from Access and load to Salesforce for reporting and daily monitoring of data flow and date sensitive reporting for Physician updates and new data intake.
• Created accounting reports from Salesforce to use for invoicing to clients.

Confidential - Arlington, TX

Financial Business Analyst

Responsibilities:

• Designed reports using SAS and Excel. Implementation of reports for executive level performance summaries and KPI’s for executives.
• Conducted detailed analysis, utilizing sophisticated analytical and financial modeling and statistical techniques to predict and evaluate the credit risk within a portfolio according to operational risk.
• Using data modeling concepts to mitigate risks and identify opportunities relative to GM pricing and profitability.
• Used SAS to extract data from various sources and pulled the data into Access databases. Extracted data through SAS plugin into Excel to customize databases using Macros, VLOOKUps and Pivot Tables.
• Developed customized T-SQL queries to extract data from SAS and wrote T-SQL scripts to automate processes.
• Ad-hoc research projects incorporating project design, data collection and analysis using SQL, Access and SAS.
• Using SAS to create summary and financial reports to a variety of internal and external clients.
• Used Salesforce as a means to connect and keep all documentation to be shared across all departments.

Confidential - Plano, TX

Lead EDI Analyst

Responsibilities:

• Managed a team of 4 team members. Audited team members, improving performance through training opportunities identified. Established and executed Procure to Pay Services.
• Improved quality relationships with Members and Suppliers using EDI transactions.
• Communicated with Suppliers (B.Braun, Baxter, McKesson, Covidien, Ethicon/J&J, etc.) by auditing EDI transactions prior to transmittal for possible product and contract pricing errors.
• Upgraded T-SQL scripts to automate reports through Excel.
• Ensured inventory was received and all EDI transactions were successful.
• Validated over purchase orders daily.
• Performed trend analysis, using TSQL to identify potential problems. Recommended solutions or alternatives to management using SQL to query data and excel to organize findings.

Confidential - Irving, TX

Business Analyst / Reporting Analyst

Responsibilities:

• Routinely managed cross-functional team projects using Microsoft Project and allocated resources to accomplish strategic business initiatives.
• Implemented a standardized process for data quality, monitoring reports, dashboards and alerts using OBIEE and TSQL.
• Created new business requirements document used by DBA’s and ETL specialists for testing audits which resulted in a reduction of error rates from 65% to 20%.
• Created automation scripts for Oracle BI tools.
• Used my PM background to coordinate projects among departments. Performs user acceptance testing on assigned projects.
• Assists the Legal department in compliance audits and class action litigation, collaborates with department managers and implements solutions to production.
• Using Salesforce (DOMO) creating reports and quarterly sales and trending reviews for management.

Confidential - Dallas, TX

Sales Representative

Responsibilities:

• Directed day to day operations, with full HR responsibility whose task was to ensure that hospital data from a variety of sources was scrubbed and loaded into the Supply Chain Analytic module (SAM), as well as to generate and distribute the associated reports.
• Using TSQL, created queries run daily and worked by each member of the team to fix any data issues.
• Utilized SSRS to create ad-hoc reports.
• Using TSQL and Excel to create reports on Key Performance Indicators (KPI’s).
• Created BRD’s for testing, built TSQL queries which were used by DBA’s and ETL developers.
• Distributed workflows to all business units to ensure success of all new audits and procedures.
• Implemented data cleansing by working with ETL Developers to create SSIS packages that were used to automate the audit process with two reports. Took over 60 queries and cut them down to 40 for both reports by reducing redundancies.
• Streamlined processes and improved data quality which reduced the errors by 60%.
• Responsible for master data management activities and initiatives in contract management and Spend Analytics.
• Developed project plans, projected costs, and created budget proposals to accomplish strategic initiatives.
• Using TSQL queries to identify data issues and communicate to DBAs and ETL admins for corrective action.
• Played a key role in selecting and negotiating contracts for MDM applications, performed migration testing, and spearheaded full implementation; this enabled company to receive vendor support to maintain data integrity.
• Performed cross-functional duties that included all critical, hands-on activities involved in auditing, reviewing, problem resolution and detailed reporting of data, using agile and waterfall methodologies.
• In a Project Management role, led Team in reducing defects by 65% in 8 months analyzing defects creating effective processes and procedures. Accomplished goal and reduced the labor pool to two people working 8 reports.