Extensive data analysis experience in multiple industries at highly reputable corporations. Recent twelve plus years concentrating on performance measurement metrics, benchmarks, dashboards, scorecards and delivering actionable BI reports. Strong in database concepts, statistics, MS Access SQL, expert in MS Excel, along with academic training in advance quantitative techniques. Extract, manipulate and present data from various platforms to leadership teams, facilitating informed decision making process by turning data into a meaningful knowledge for all stake holders.
Synopsis:
• Experience in performance measurement metrics, scorecards, executive dashboards, benchmarking and reporting databases. • Worked in state, pharmaceutical, retail, health care, wholesale banking, equipment leasing, insurance, car rental, food, mortgage, financial services industries as a Business Analyst, Performance Analyst, Systems Analyst, Data Analyst, Consultant, Independent Contractor and Reporting Systems Developer. • Exposed to an advance academic training in applying quantitative analysis techniques to financial, economic and operational data series and marketing research. • Productive with MS Access and Excel for custom complex solutions at expert level.. • Work with VBA code to enhance the functionality of and deliver custom solutions in Excel and Access.
• Experienced in activity based accounting from database and Business Analysis perspective. • Capable working with advanced statistical concepts and SQL logic. • Knowledge of database principles for data modeling, extract, transfer, load, map and present data from various platforms to support complex analysis needs for managerial reporting and empirical model building.
Career Direction:
• Looking for challenges to evolve my overall professional capacity into a level where, I can be instrumental to deliver full suit of business intelligence solutions. • Working with abstract data structures of key business processes and having an oversight on the process flows that identify and utilize key strategic drivers to facilitate informed decisions. • To enable executive decision makers via delivering core metrics and analytics. .
Value Add Deliverables:
• Producing information and presenting it in a timely, accurate and a user friendly manner from data analytical perspective. • Creating and implementing Microsoft Office based solutions for end users. • Ensuring data integrity of reporting resources and automating manual data processes. • Serving the mission critical business decision making process with an in depth and well rounded data analysis utilizing available corporate data resources. • Understanding the complex relationships among the key business drivers and entities and reflect them in data models to support a sound and reliable reporting structures. • Producing reporting data structures to track transactional, financial and operational activities • Compilation of related data sets to capture and model trends and patterns. Incorporating statistical procedures to build predictive models to understand ramifications of activities on performance.
Supported business users with Excel and Access based reporting and tracking tools. Maintained VBA driven applications and modified tools for the changing business requirements. Worked with BA and PM to deliver solutions for the changing and new business requirements. Created process documentations and flow charts for the existing, modified and new developments. Delivered customized tools for operations tracking and monitoring in Excel and Access. Contributed to organization-wide new data structure initiative for more robust tracking systems.
Worked with source data to Integrated Layer mapping in iHub common data platform. Participated business requirements, data quality, data profiling and data modeling meetings. Worked with Oracle tables using SQL Navigator for extractions. Compiled data from multiple sources in multiple formats. Worked with data conformance and governance.
Worked with complex client onboarding configurations for incentives and health rewards programs of the existing and new clients and completed data loads to Oracle tables per given requirements. Used data models and business rules and executed PL/SQL scripts accordingly to load tables per the requirements as depicted on decision guides. Executed SQL Server SSIS / ETL packages via Visual Studio in order to load Oracle 11.g client tables in UAT and production environments. Coordinated unit testing and data validation efforts with the offshore team also fixed the assigned defects by the UAT testing team.
Streamlined and enhanced fully automated performance quality metrics reports in Excel. Developed pivot table and VBA based toolkit to track discrepancies in multiple reports. Modified existing scorecards and dashboards via Excel macros and highly complex formulas. Applied enhancements to the existing Excel based toolkit that generates various automated reports. Reviewed the existing VBA code and made the requested modifications in several update routines. Developed new procedures for the existing metric reporting system to gain operational efficiencies. Supported the team with technical issues and worked together on the standard operating procedures (SOP). Provided IT support to performance engineer of the reporting team.
Tasked with the execution and improvement of data quality processes to ensure standards for relevant, high quality and accessible data are met and continually improved. Identified root cause issues and communicate data quality issues to business partners. Ensured that data is consistent, available, accurate and fit for reporting. Worked with the data governance teams to ensure data governance requirements and standards are met. Monitored data quality, define parameters for data integrity and compliance by performing data validation. Communicated quality metrics, issues and resolution to business clients, serve as a primary data expert on underlying business rules and data source.
Prepared actionable reporting processes to update executive dashboards for the senior leadership team. Designed Excel based ETL processes to support the BI focused reporting processes. Delivered monthly metrics and KPI reports to track performance within the agreed upon deadlines. Built online navigation functionalities on SharePoint for the interactive utilization of performance metrics reports. Wrote VBA procedures in Excel to automate updates and to add customization to reporting processes. Created and automated Hyperion Essbase queries to obtain data from G/L in PeopleSoft into Excel. Put together various data integrity procedures to ensure accurate and efficient delivery of essential updates. Developed MS Access database applications for billing, collections and BI reporting users. Provided recommendations and commentaries for action items for the key business initiatives based on analysis. Prototyped user requirements and prepared proof of concept samples for further discussions. Converted table structures, relationships and completed data mapping process to accommodate system change. Documented logical data flow processes capturing the essential updates in MS Visio.
Created processes for the measurement of mortgage servicer performance for retained risk position. Designed reports to measure key metrics and benchmarks of servicing performance at loan level. Verified accuracy of all mortgage loan performance data and reported on exceptions.
Developed MS Access database application for asset managers to monitor, analyze and report on their findings. Worked with various groups to coordinate reporting on the portfolio and collecting data attributes for measurement. Interacted with mortgage servicing partners on data feeds or data integrity issues. Prepared reports on non performing mortgage loans and worked with the asset backed securities team. Acted as a liaison with IT for maintenance and development of systems and applications to create efficiencies. Identified pockets of the portfolio with relative strength/weakness and determined the root cause(s) and plan of action.
Prepared a reporting database for detective reporting in order to identify incorrectly invoiced rebate transactions. Worked with tables housing the total volume of 60 million transactions.
Project Deliverable: Global Financial Systems Information Management | GFS IM TREX Enterprise Net flow Initiative. Determined total net cash flow into the company encompassing 10 different systems that feed one database called TREX for the entire company (AEFA). Prepared Access SQL statements and submit to SAS programming team to be incorporated into SAS routines.
This tool was intended to be used as a gauge to measure the performance of all the financial advisors in the field in order to compensate them based on their net contribution to the company.
Identified trigger transactions on the database according to business rules.
Developed an Excel based project management tool called Critical Path to be utilized via SharePoint by 1000 plus users to monitor a new product launch process via Windows SharePoint on the corporate intranet.
Provided technical and analytical support for International Export Supply Chain division through the creation and implementation of user developed databases and/or reports using MS Access. Created, maintained and requested master data records stored and processed in SAP R/3. Leveraged data tools primarily MS Excel 2000 extensively including VBA macros to analyze SAP and legacy systems data to assure compliance with business processes and a high level of data quality. Designed and maintained department web content utilizing Microsoft FrontPage 2000 and utilizing MS Share Point in conjunction with this web site to facilitate pulling online documents with ease for customer service reps and managers.
Maintained, modified and improved MS Access database to support compliance teams for daily testing on sampled closed loans for data integrity and accuracy.
Maintained, modified and improved MS Access database to support compliance teams for daily testing on sampled closed loans for data integrity and accuracy.
Performed as a Subject Matter Expert in the mortgage closing area providing assistance to new team members Worked on the mainframe based LPS (Loan Processing System) Provided customer service for the approved mortgage loans primarily for refinances Coordinated the mortgage closing between the customer and the closing agent
Provided spreadsheet support for ad hoc data analysis requests in Excel. Developed an MS Excel based tool to assist the process of reporting remaining eligible funds to appropriate states.
Maintained and improved payment protection sales tracking database in MS Access 97 Designed SQL procedures to pay sales commissions for participating bankers Provided weekly standard and ad hoc reports for end users showing weekly sales Designed Access database to keep track of cancellations rate on the credit insurance plans Developed Access database reporting application to keep track of quarterly marketing campaigns Supported 25 end users for Access reports and general database end user problems by phone and on site
Worked closely with corporate accountants to enhance the corporate unit cost model Supported activity based costing project with Access SQL
Collected information from cross functional departments for data requirements and analysis Migrated data from Access into Oros ABC software via MS ODBC Performed statistical modeling for unit cost structure of rental operations Compiled financial data from corporate GL residing in Peoplesoft using People Tools SQL