SKILLS
Data and Business Analysis
DBVisualizer 9.5.5
Accounting/Financial Analysis
Reporting Services and Crystal Reports
Excel and Access Reporting
Requirement Analysis
15 years
SAP Business Objects
4 months
Data Integration and SSIS
6 years
Power Point Presentations
2 years
VBA and Macros in Access/Excel
15 years
SQL Server and T-SQL Development
8 years
Data Clean-Up, Validation, Testing
15 years
SQL and Data Modeling
15 years
Documentation
15 years
EXPERIENCE
Dec 2016 – Apr 2017
Data Analyst
Data Analytics – Blackhawk Engagement Solutions, Lewisville TX
Used DBVisualizer 9.5.5 to directly query Oracle Data warehouse and integrate data into Excel
Optimized the performance of queries through research and co-worker input
Provided weekly Excel dashboards to the account managers of Staples and Verizon clients
Incorporated changes to weekly metrics through requests from demo’s and emails
Summaries that preceded details were generated using pivot tables and charts
Used Excel 2013 reports as a prototype to translate data presentation into SAP Business Objects
Brought in Oracle data into SAP Business Objects Universe and created dashboards
May 2015 – Jan 2016
Data Analyst
Business Risk – Capital One, Plano TX
Implemented Access SQL and VBA to replace legacy spreadsheet system that had inconsistencies and difficulties in reporting
Modeled excel data into a relational structure to help the team to query, report and input data that would meet their needs
Due to the lack of shared drive facility, created macros to synchronize data between deployed databases and centralized backend
Working with management to schedule tasks and to brainstorm practical approaches to complex tasks
Helped team to clean up an excel reporting tool to root out bugs in pivot tables and VLOOKUP’s
Jul 2014 – Mar 2015
Business and Programmer Analyst
Servicing Remedy – Fannie Mae, Addison TX
Examined data through the use of SQL to determine business rules
Designed a data structure where data items would meet the business processes for mortgage servicer repurchase
In implementing the data model considered the ease in data extraction and output efficiency
Built data model and SQL statements to integrate data between in-house oracle system and Access backend
Moved data between specialist and authorized personal using VBA as part of escalating operational and data issues
May 2013 – Jan 2014
Business and Data Analyst
End-To-End Fees – Bank of America, Plano TX
Helped in bringing down reserves from 1.2 to a half a billion dollars in support of the key directive to manage reserves at risk
Provided analysis and excel summarized pivots to reconcile risk for several risk categories
Supported the key directive through by producing weekly reports for early book losses
Produced weekly reports in support of stopping foreclosure fees from being double counted
As part of the teams new workspace acquisition, used SSIS to migrate tables containing millions of rows
Accomplished quick tasks for management using VBA and Macros, and got feet wet in understanding TOAD
May 2012 – Oct 2012
Purchasing Data Analyst
Purchasing – MV Transportation, Dallas TX
Gathered requirements from director of purchasing to analyze data needs and determine data sources for spend analysis
Participated in meetings to resolve data clean-up and data redundancy issues coming from the different data sources
Analyzed data integration needed to bring in data from accounting, operations and sales into data-warehouse
Using SQL and VBA, implemented application to transform, clean, standardize data to compare travel expenses against actual booking
Performed quick ad-hoc reports using access / excel, and vba functions to sort and clean vendor data
Aug 2009 – March 2012
Data and Reports Analyst
Commercial Mortgage Loan – CLMG Corporation, Plano, TX
Designed functions to clean-up, validate, and process mortgage loan information into SQL server database
Designed pre-formatted excel templates that would deliver financial data for integration to FIS
Translated business rules into SQL scripts for detecting errors and inconsistencies on mortgage loans processed
Used SSIS for integrating Great Plains and company data for the sake of invoicing loan participants
Designed and modified SSRS reports to show trends in dollars achieved by Sales managers - BI
Documented functions and processes that were implemented, and filed away all communications regarding individual projects
Apr 2008 – Jun 2009
Systems and Data Analyst
Verizon, Irving TX / Blue Cross Blue Shield, Richardson TX / FedEx Kinkos, Dallas TX
(short term contracts)
Analyzed visual basic code to translate into a requirements documentation for the purpose of migrating to java
Designed interface and functions that would integrate clients spreadsheet data into SQL Server database
Proposed enhancements to excel reporting through the use of Access and SQL.
Designed very specifically required algorithms for excel pivot tables to report on sales trends
Proposed enhancements that would relieve client of security issues in Access
Mar 2007 – Nov 2007
Business and Data Analyst
Enterprise Data Security and Privacy – Countrywide, Plano, TX
Performed business analysis and data mining on bank privacy data to establish optimal data structure and data constraints
Implemented business rules to bring in existing Excel data into relational database format through the use of SQL scripts and VBA
Designed business rules using SQL scripts to validate and perform data clean-up for integrating excel into SQL Server 2005
Proposed numerous enhancements to make privacy data available to other department through data integration or email communications
Wrote user manuals and gave user demo’s on database design and application functions in Access and Excel
Implemented reports on statistics using Crystal Reports.
July 2006 – Jan 2007
Business and Systems Analyst
Health Insurance Administration IT - Conexis, Irving, TX
Worked alongside business analyst in interpreting requirements for producing severance statements
Designed and implemented severance statements through the implementation of Crystal Reports, stored procedures and ADO connectivity
Worked to implement severance statements under stringent deadlines in support of company schedule to migrate to .net
Created test cases that applied SQL scripts as part of test plan documentation
EDUCATION
Bachelors of Science in MIS/Finance
George Mason University
Fairfax, Virginia
Grad 1995
Finance /Philosophy (GMU Exchange Prgm)
Sunderland University
Sunderland, England
1993-94
Interpersonal Relationship/Work Ethics
EDS
Washington, DC
1998
SQL Server 2000 Programming
New Horizons
Orlando, FL
2003