Management Reporting Senior Analyst Resume
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Everett, MA
TECHNICAL SKILLS
- MS SQL/T-SQL
- VBA Excel (Pivot
- Data Normalization
- vlookup)
- MS Access
- MS DM
- MS Project/MS Visio
- MS SQL Management Studio
- HP Quality Center
- Unix/Linux
- Windows
- OS X.
PROFESSIONAL EXPERIENCE
Confidential, Everett, MA
Management Reporting Senior Analyst
- Collaborate with database developers, in house support team, and management across both US and Europe to build critical IT infrastructure supporting business acquisitions and growth.
- Mine data across various databases, accounting and custody systems for ETL solutions to support ad hoc reporting requirements.
- Construct stored procedures and queries to extract data from Oracle, MS Access, and mainframe databases into business reports.
- Create quarterly and annual asset revenue reports on platinum clients across all financial markets for the CEO level review.
- Performed database updates on functional components of the in-house client services database via MS Access and MS SQL server.
- Participate in consultation, development, and QA/UAT testing for web portal enhancements and data warehousing projects.
- Design and build programs to address automation tasks and gain operational efficiencies.
- Assist account activity and balance requests through web interface to mainframe.
Operations Analyst
- Collaborate closely with business operations, IT developers, User Acceptance Testing, Quality Assurance to build new enhancements to critical IT infrastructure supporting business acquisitions and growth.
- Analyze various data sources for compatibility with internal processes; create ETL solutions to support gaps in workflow efficiencies.
- Build fully automated testing framework for comprehensive regression testing of fee building program over hundreds of scenarios.
- Design various user interface elements, and validate input/output data flows of programs supporting internal operations.
- Create analytical reports elucidating key metrics for error correction, audit, and application issue resolution.
- Participate in QA/UAT testing for web portal enhancements and data warehousing projects with business operations-based user stories and test cases.
- Perform fee database updates for healthcare provider groups and facilities ranging from single hospitals to national participation groups.
- Maintain accurate and up to date base data from Medicare and industries sources for insurance clients and healthcare practices with monthly drug prices and quarterly code updates.
- Audit internal and external fee schedules against established best practice.
Project Specialist
- Engineer analytic programs and devise guidelines for accuracy and error correction procedures.
- Prototype new product lines and projections for soliciting new clients and expanding business opportunities.
- Develop training protocols on new software platforms and technology.
- Streamline work flow of data intensive manual processes with custom programmed automation tools for users.
- Contribute advisory support as consultant for development of an Exchange Traded Funds global platform.
- Create new procedures for existing and new product lines and oversee successful project implementation.
- Manage and coordinate fund group and India joint venture teams for transitioning overseas, including security access, business continuity, multiple systems integration, and defining support tasks and roles for all parties.
- Provide technical software support for existing and new employees across MS office suite, vendor applications such as Bloomberg, and internal proprietary software.
- Oversee business continuity procedures for all product lines ranging from setup, testing, and security.
Senior Account Controller / Exchange Traded Funds Quincy,
- In charge of all internal client SSGA ETF daily trade operations
- Review daily accounting and custody documentation for various trades and cash flow.
- Inspect income and expense validation, asset pricing documentation, and disseminate advisories to clients.
- Carry out new error control processes for existing and new products.
- Audit internal documents for all fund group reporting.
- Prepare monthly and quarterly report statements for client review.
Account Controller / Exchange Traded Funds Quincy
- Perform accounting and custody transactions for various trades and cash flow.
- Validate all income and expense for Exchange Traded Funds.
- Verify pricing data for all assets in fund holdings.
- Disseminated communications to clients.
