Data Management Risk Analyst

Melvin Rodriguez

**** ******** ***** ******* **, 33870 860-***-****

ad5m0h@r.postjobfree.com

Professional Strengths:

· Professional experience in reporting, analysis, information management and data integrity.

· SQL queries and informing the outcomes to the business personnel.

· Tableau Dashboard Development.

· Data Cleansing using tools like Tableau Prep, Alteryx, Monarch Pro.

· Experience in Microsoft Excel to include VBA, macros, pivot tables, and advanced functions.

· Familiarity with number of reporting tools and programing languages.

· Knack for automating manual reporting and document processes.

· Ability to communicate technical information effectively to non-technical professionals or clients.

· Ability to test, verify, and validate data.

· Analyzing business requirements.

· Extensive knowledge of insurance and finance information technology including supporting audit and compliance groups.

Technical Proficiencies:

· Tools: Tableau, MS Access, MS Office, Alteryx, Cognos, QlikView, Power BI, Google Analytics, Adobe Analytics, Salesforce

· Programming Languages: Oracle SQL Developer, SQL Server Management Studio, Visual Basic Senior Human Capital Analyst - Vice President M&T Bank 2022– 2023

· Responsible for providing complex, non-routine analytical, technical, and operational support for the HR Analytics team. Design, implement, evaluate, analyze data and reporting mechanisms to bring clarity to HR-related issues and overall trends in the organization.

· Develop Tableau and Power BI dashboards related to Turnover, Benefits and Employee PTO.

· Create and schedule workday reports to various areas of the bank providing employee related metrics.

· Conduct independent research and complex analytical projects to provide senior management with definitive employee trends and advice for areas to focus. Design projects and lead projects of moderate scope.

· Build relationships with business line leaders, employees, HR Centers of Excellence and provide consultation on report/analysis requests.

· Develop and produce mid-high complexity departmental reports for project or product strategy analysis, historical reporting, and financial analysis.

· Identify trends, emerging issues, and engage relevant stakeholders to develop project plans, organize events, synthesize multiple points of view, provide recommendations, and communicate findings.

Senior Strategic Data Analyst Healthfirst 2018– 2022

· Develop custom Tableau dashboards used by multiple departments across Healthfirst which encompass various reporting categories such as Open Case Inventory, Top Call Reasons, CX After Call Surveys Results, Mobile App Downloads, Keyword Search, PCP Changes, Applied Behavior Analysis (ABA), and Covid Vaccines.

· Responsible for producing call volume analysis which have led to implementation process changes across the organization creating a reduction of incoming calls ultimately resulting in cost savings to organization.

· Lead the effort to streamline and automate existing excel reports using Tableau and QlikView to eliminate manual production and potential data entry errors these include a suite of reports related Service Level Agreement, Audit, Call Center Case Inventory, and Service Center Call Stats.

· Summarize and present data outcomes to management teams as well as make recommendations regarding key findings.

· Created reports and data extracts for upper-level management using different tools including Microsoft SQL Server, SAS, Tableau and MS Excel.

· Participate in CMS audits by providing monthly validation reports and responding to universe data request to identify deficiencies related to timeliness, decision appropriateness and grievances.

· Gather data from disparate data sets to create reporting and reconciliation reports on Appeals & Grievances cases, Correspondence, Premium Billing, and Provider related cases.

· Create Salesforce reports, test and validate system upgrades/enhancements.

· Attend weekly Partner Collaboration meetings to ensure existing SLA reports are providing effective data as well as gather requirements for new reports.

· Work directly with junior analysts and assist them in the process of developing SQL queries, analyzing data, creating, and maintaining reporting, coaching, and supporting decision making with the goal of departmental improvement.

Manager Information Delivery Travelers 2007– 2017

· Served as the departments’ technical resource by supporting various functions within Enterprise Third Party Management (ETM) audit group and overseeing the department’s system enhancements and accurate risk management reporting.

· Supervise staff members and outsourced teams providing training as well as monitor the balancing of monthly TPA claim data to ensure Self Insured Retention and Aggregate limits are not breached by the customer.

· System Administrator of third-party vendor tool (Origami Risk) used to compile third party loss data, which allow for cross analytics across various groups such as UK, Canada, and US.

· Ensured integrity of data in reporting systems and resolved discrepancies.

· Successfully implemented and documented a process for standardizing various loss reports from multiple sources into formats that can be consumed by our applications on a quarterly basis, resulting in a savings of 30K for the department.

Page 2

· Responsible for compiling, mining, and analysis required to evaluate loss data using various tools, such as Microsoft Access, Cognos, SAS, and SQL Server Management Studio queries of legacy Discover data.

· Perform annual performance reviews, mentoring and coach staff.

· Produce compliance reports which highlight issues with writing companies and fines and penalties,

· Prepare exhibits for senior management Operating Reviews and Quarterly reports. Sr. Analyst, Management Information

· Support claim call centers by producing monthly MI reports utilizing Cognos Report Studio and Microsoft Access to provide the centers and field offices call metrics, quality assurance results as it relates to claims handling, new business, renewals, and general account processing.

· Involved in writing specifications and leading the testing group for newly acquired applications ultimately moving them from their existing environment to the Travelers platform.

· Partner with project management to gather requirements and specifications to develop tools and other mechanisms which create automation of daily processes.

· Development of analytical and statistical reporting related to forecasting and resource planning.

· Build and support access and .net applications used by offshore consultants to process new business.

· Monitor and investigate open tickets issued to the help desk to provide problem resolution,

· Created various home-grown application such as Field Office Assessment Database, Project Log and Workers Comp Tracking Tool which provided saved the department approximately 80K in IT development.

· Involved in testing system enhancements while in development to promote changes into production. MIS Compliance Analyst Webster Bank 2005– 2007

· Serve as a Liaison between IT and Corporate Compliance to serve as a representative in Change Control meetings.

· Conduct quarterly audits of users that have access to compliance applications to ensure invalid user IDs are identified and are removed from or inactivated in the system.

· Develop financial reporting to identify transaction patterns in-order to identify risk.

· Document process, workflow, and procedures and provide training materials for all Corporate Compliance Databases and other business systems.

· Perform detailed testing or monitoring on all Compliance Management information systems to ensure their functionality and identify issues or deficiencies which require corrective action.

· Manage data collection and quality control of BSA/AML for exposure analysis. legacy reports

· Provide monthly Management summaries and other analytical reporting.

· Manage loss investigation case management system including, security access, user and application Support, Import/Extract functions and user training.

· Oversee all aspects of forced closed account program, track and monitor incoming payments, sustain a working relationship with mandated collection agencies and ensure that credit reporting bureau such as E-funds is updated on a regular basis. Page 3

Sr. QA Compliance Specialist FleetBoston Financial 1996 - 2004

· Responsible for the completion of projects related to operations, analysis, and online reporting to determine possible risk/exposure.

· Directed preparation of financial analytics by producing monthly and quarterly reporting of teller shortages, losses, third party wires, over drafts, shell accounts and accounts opened over a hit,

· Creation of Databases and other reporting mechanisms to facilitate risk management with indicator reports.

· Developed district report card, which is utilized by risk officers and regional managers on the field to identify the standing and soundness of a branch location; to conduct reviews and assess the soundness of that location.

· Assist risk officers by conduction security and risk reviews on local branches.

· Monitor regulatory compliance testing for branch staff and retail distribution group. Senior Central Doc Supervisor

· Supervise five processors and manage reporting unit.

· Involved in special projects which support all Commercial and Small business units.

· Responsible for the monthly pledging of commercial and real estate collateral to the Boston Federal Reserve to secure future borrowings.

· Compiled information to update weekly/monthly reports pertaining to department Metrics, Trends, Volume, and productivity.

· Maintain and monitor loan sale database in divestiture project. Education

· Capital Community College/ Associate Degree

· Manchester Community College / Real Estate Certificate

· Morgan E. Buckley High School

Professional Development and Business Systems

· FleetBoston Financial Diversity Mentoring Program

· Project Management

· Advanced Microsoft Suite; Access, Excel, Power Point, Visio

· Tableau

· Salesforce

· Alteryx

· Origami Risk

· Monarch

· Verint

· DBeaver CE

· Redshift

· SQL

· Hyland OnBase

· Cognos 8

Page 4

· Oracle Reports

· SQL Server 2008

· Crystal Reports

· Microsoft Visual Studio 2008

· Microsoft SharePoint

· Google Analytics

· Adobe Analytics

· Global Vision Patriot Officer

· Accuity iCIF

· Lexis-Nexis

· QlikView

Page 5

Contact this candidate