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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.
Confidential, Waltham, MA

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.
Confidential, Boston, MA

 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.
Confidential, MA 

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.
Confidential, MA 

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.

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