SUMMARY

• Over 20 years experience in data analysis, business intelligence, and data management.
• Highly driven business solutions expert with proven results in streamlining operational processes and organizing financial/investment data for use in numerous applications.
• Expertise in data management, data governance, and business analysis developed by working with business users and technology professionals as well as participating in cutting - edge business development programs.
• Provided specific subject matter knowledge in various data governance initiatives to create new standards and refine existing standards to keep pace with evolving data needs in credit markets.
• Partnered with technology development teams through various phases of database development, and performed UAT testing regularly to ensure functionality and adherence to specifications/requirements.
• Managed geographically distributed, multi-disciplinary project teams though all phases of database development projects.
• Created reports incorporating statistics on data usage, and other business metrics used by analytic teams, marketing managers, and technology teams.
• Developed and maintained document management system for downstream data dependencies, which made documents readily available for audit review.
• Collaborated with associates to develop and execute professional development training courses designed to educate users in using the latest database enhancements, and ensure compliance with the latest regulations.
• Initiated process improvements with editorial team designed to improve edit times of sensitive news articles, ensuring timely and accurate release to the marketplace.

TECHNICAL SKILLS

• Project Management
• Process Improvement
• Business Development
• Investment Research
• Testing and Development
• Data Governance
• Management
• Benchmarking
• Trade Settlement
• Quality Metrics
• SOFTWARE
• Microsoft Office Certification
• Business Objects
• SharePoint
• Bloomberg
• SQL
• Excel
• VBA
• EdgarPro
• Charles River
• Eagle
• Collabera
• Yardi

PROFESSIONAL EXPERIENCE

Confidential, Elizabeth NJ

Business Intelligence/QI Analyst

Responsibilities:

• Provide business analytics support for organization, as well as quality improvement initiatives, drive creation of process requirements, functional requirements, and validation of solutions.
• Oversee process rollouts for highly complex and multiple enhancements, managed and documented on Sharepoint platform.
• Utilize technology tools to generate reports analyzing Units of Service, Service Intensity, billing performance by business unit, and organizational performance and effectiveness quality indicators utilizing SQL queries to extract and consolidate data from various sources into consolidated reports.
• Provide field training support for data stewards.
• Create and maintain a user friendly, service oriented focus that strives to use analytics to identify opportunities for improvement and variances in clinical outcomes.
• Document all services provided, and deliver on a timely basis, reports and dashboard quality metrics on organizational effectiveness and operational statistics.

Confidential, Morristown, NJ

Senior Data Analyst

Responsibilities:

• Managed company's investment data warehouse to support domestic and international investments within portfolios on Sharepoint platform
• Performed data reconciliation, utilizing SQL queries to pull data from various sources, load to Excel, and compare results and reconcile anomalies.
• Utilized ETL process to transform data from varied sources/vendors, loaded it into database cloud, and performed correction for any anomalies.
• Analyzed processes, data definitions, and data warehouse and initiated data governance for portfolio creation process, and authored business intelligence documents outlining processes, procedures, and definitions surrounding portfolio management.
• Managed data issue resolution, date issue queue, data quality monitoring and data quality metrics and scorecards.
• Cleansed raw data, and initiated taxonomy and ontology to classify and arrange data so as to provide visibility and enable stakeholders to perform credit risk exposure analysis at the security and portfolio levels.
• Coordinated data resolution actions with IT and stakeholders - acted as a liaison between the different data governance groups and facilitate business solutions by coordination of required efforts.

Confidential, Pennington, NJ

Global Technology Operations Associate

Responsibilities:

• Managed internal operations supporting domestic and international consumer, commercial and wholesale bank businesses, and services functions in Sharepoint platform.
• Responsible for management level six-sigma reporting.
• Ensured seamless operations support within Six Sigma guidelines for internal business partners and external clients.
• Reviewed processes and procedures related to KYC (know your customer) files in an effort to ensure compliance and efficiency. Initiated change management for non-compliant and non-efficient processes.
• Initiated taxonomy and ontology so as to define and initiate polices governing PWM (private wealth management) client data storage, risk, and regulatory compliance.
• Implemented new procedures for change management initiatives
• Maintained internal operation and finance controls to compliance standards

Confidential, Iselin, NJ

IRA Data Associate

Responsibilities:

• Developed reports from metadata segregating data anomalies and investor queries that initiated an Investor Relations Improvement Initiative which was recognized by management and received accolades from management.
• Supported client service initiatives for traders by reviewing and logging queries, and collaboratively problem solving.
• Conducted surveillance and research on IRAs, managed accounts, annuities, and other investment accounts
• Reviewed client accounts, and initiated taxonomy and ontology so as to efficiently organize and monitor ACH transactions, journal entries, Federal Fund wires, and trades for settlement
• Monitored and approved wire transfers, confirming compliance with AML regulations.
• Achieved increasing levels of data accuracy than previously existed with trade settlement through the creation and monitoring of daily reconciliation reports.

Confidential, New York, NY

Rating Statistician

Responsibilities:

• Provided surveillance and research on corporate and government ratings across all industry sectors including Corporate and Government, Structured Finance, Financial Institutions and Insurance.
• Initiated taxonomy and ontology so as to manage all agency reference data associated with rated securities.
• Conducted analytic review of financial documents detailing various corporate actions, and assessing the impact of these actions on credit ratings.
• Assured data integrity of news, reviewing and approving press releases for publication, ensuring compliance with legal and SEC regulations.
• Analyzed and documented data flows associated with current business processes. Collaborated with analytical teams in each business unit and developed metrics for mining data for use in new issue ratings.