Operations / Data Analyst Resume Burlingame, CA - Hire IT People

TECHNICAL SKILLS:

PROFESSIONAL EXPERIENCE:

Confidential, Burlingame, CA

Operations / Data Analyst

Responsibilities:

Perform data cleanups, validation, create, modify and utilize stored procedures
Generate ad hoc reports for management, and review bankruptcy documents
Perform data analysis to suggest management for new scheduling of data puller and parser jobs using SQL, Excel
Process the monthly and quarterly reports for VISA and NFCC
Support the categorization of data by coding in regex

Confidential, Salt Lake City, UT

Operations Analyst

Responsibilities:

Responsible for managing client data change remediation for Private Wealth Management (PWM) clients and ensuring proper client authorization for trading activities on accounts
Expedited the physical Annual Letter mailing process by testing information in the internal customer database
Resolved data inconsistencies through coordination with PWM Business, Regional Compliance Managers, PWM Legal, and other Operations and Sales group
Created a process for weekly global Client Profile reporting and daily project reporting

Confidential, Salt Lake City, UT

Finance Intern

Responsibilities:

Analyzed the quarterly revenue trends for $450+ global annual operation of the surgical products by system configuration utilizing pivot table and vlookup
Supported the historical marketing and advertisement expense of $7M for Global Marketing team, and prepared ad hoc analysis to management
Supported the annual business metrics by building consolidation template for global reporting used to evaluate Sales through Contribution Margin by products
Created, analyzed, and outsourced an annual $25M Non - Contract Revenue reporting process for the India support team and trained an employee responsible for process activities

Confidential, Salt Lake City, UT

Corporate Bond Intern

Responsibilities:

Created quantitative and qualitative analysis models for current portfolio holdings ranging in size from $2M to $8M
Analyzed securities using Bloomberg, Morningstar, IBIS World, S&P Net Advantage, S&P, Moody’s, and other resources
Presented findings and recommendations to the Beneficial Credit Committee including the CIO, Director of Risk, and Portfolio Manager for approval