SUMMARY:

• Over 24 years experience in data analysis, business intelligence, project management, process flow, and front office client facing operations.
• Highly driven business operations expert with proven results in streamlining operational processes and organizing financial/investment data for reporting and use in numerous applications.
• Expertise in data management, data governance, metadata, project management, process re - engineering, business analysis and front office operations developed by working with business users and technology professionals as well Lean Six Sigma training and participating in cutting-edge business development programs.
• Provided specific subject matter knowledge in reference data to create regulatory reports and refine existing standards to keep pace with evolving data needs in commercial banking/lending, financial systems, and front office operations.
• 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, and disseminated using FTP. Developed and maintained document management system for process flows and 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.

PROFESSIONAL EXPERIENCE:

Confidential, NJ

Decision Support Analyst

Responsibilities:

• Provided reference data management and managed corporate and regulatory reporting through the utilization of data query reporting tools in client facing front office operations.
• Analyzed requirements of requested reports detailing commercial loans and determine feasibility, design, and implementation through Black Knight Mortgage Servicing Platform. Worked with report requesters to understand their business needs and provide quality reporting solutions, as well as initiating and managing projects in this effort.
• Designed and implemented reports in the Black Knight reporting system
• Designed and implemented dashboards, Key Performance Indicators, and other visual data displays in the reporting system Initiated process improvement across the organization by analyzing existing processes, creating process flow diagrams, and collaborated with stakeholders to identify opportunities for process improvement, developed plans for the improvements, and implemented those improvements.
• Worked with Senior Software Engineer and Software Development Manager to ensure data integrity was maintained.
• Performed data quality analysis of data stores as needed Identified business trends through data analysis and reported issues discovered to management. Provided status updates to the Software Development Manager.
• Supported operations by assisting in the resolution of technology and information system issues.
• Maintained company reputation by complying with federal and state regulations.

Confidential, Mount Laurel, NJ

Systems Analyst

Responsibilities:

• Maintained reference data integrity of metadata, and developed and managed corporate and regulatory reports and variance reporting to management, utilizing FTP to disseminate reports, ensuring adherence to reporting standards.
• Managed front office process improvement and managed improvement projects in Black Knight System by providing analytic support and initiation of automation effort to improve the servicing, reporting, and analytics on loans in the PHH portfolio utilizing Lean Six Sigma methodologies, and provided business intelligence subject matter expertise for improvement in manual processes, procedures, and reports, and initiated process re-engineering for maximum efficiency and utilization of data. Analyzed and documented process flows, identified areas for improvement, and worked with management teams to implement improvements. Managed a series of Compliance and Regulatory projects for commercial loans across Black Knight Servicing System, and multiple Information Technology platforms to facilitate policy implementation and process improvement as well as wrote documentation and created data library as living documentation for organization wide operations. Maintained procedures and controls in decommission effort from existing query tool for reporting to improved system, to ensure seamless operation of all business units with the organization. Acknowledged, investigated, and responded to requests for information, research, and reports. Ensured integrity of automated processes using SQL scripts to process data and populate reports, and monitored automated refresh and update procedures.

Confidential, Elizabeth, NJ

Business Intelligence/QI Analyst

Responsibilities:

• Provided business analytics support for organization, as well as quality improvement initiatives, drove creation of process requirements, functional requirements, and validation of solutions. Supervised process rollouts for highly complex and multiple enhancements.
• Utilized technology tools to generate reports analyzing Units of Service, Service Intensity, billing performance by business unit, and organizational performance and effectiveness quality indicators, and developed data visualization tools for this analysis utilizing FTP and ensuring adherence to reporting standards. Implemented process improvement across the organization by collaborating with stakeholders, developing a plan, documenting the plan, and implementing those improvements. Created and maintained a user friendly, service oriented focus that strives to use analytics to identify opportunities for improvement and variances in clinical outcomes. Documented all services provided, and delivered 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 commercial loan portfolios within Charles River system to maximize data efficiency.
• Performed data reconciliation within Charles River to uphold data quality standards. Participate in the decommission effort of Charles River system into Yardi and Oracle database by managing the migration of groups of data elements over time out of one system and into another. Managed the exception reports and data anomalies as part of this effort utilizing FTP ensuring adherence to reporting standards. Directed a regulatory and operational program within Fund Portfolio Management to draft and update charter and policy. Collaborated with stakeholders to identify entities, manage compliance, and draft documentation for Charter and Policy. Utilized ETL process to transform data from varied sources/vendors, loaded it into database cloud, and performed correction for any anomalies. Analyzed process flow, data definitions, and data warehouse and initiated data governance for portfolio creation process, and authored business intelligence documents outlining process flow, 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 process improvement and business solutions by coordination of required efforts.

Confidential, Pennington, NJ

Global Technology Operations Associate

Responsibilities:

• Managed the decommission effort of legacy Confidential database system for commercial clients over to the legacy Confidential system as part of internal operations supporting domestic and international consumer, commercial and wholesale bank businesses, and services functions.
• Responsible for management level six-sigma reporting. Managed and resolved data exceptions and anomalies encountered during phases of the decommission effort. Managed adding fields unique to commercial clients to Bank’s system from Merrill’s system, and verified and documented business rules and allowable values within database fields. Ensured seamless operations support within Six Sigma guidelines for internal business partners and external clients during the decommission phases of the project. 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:

• Initiated database design and function within the Data Strategy and Operations department, provided subject matter expertise and business rules and definitions for database fields and business processes.
• Developed and implemented process improvements, and managed the decommission effort of segmented data warehouses into one central repository.
• Provided surveillance and research on corporate and government ratings across all industry sectors including Corporate and Government, Structured Finance, Financial Institutions and Insurance.
• Served as client facing front office operations associate 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. Drafted Charter and Policy, as well as created data dictionary and process flow documents for the Confidential & Poor’s Data Centers of Excellence. Initiated additional business development efforts as business needs evolved and changed.