Data Analyst, Reporting and Analytics

Charlotte, NC 704-***-**** ***********@*****.***

Professional&Skill Summary

Highly Motivated Senior Consultant with expertise in Reporting, Analytics, Data Mining and Data Visualization. Strong Mathematical and other Quantitative skills. Project leader, dedicated high performer and problem solver. Finance and Accounting Experience. Skills including:

SQL

Teradata

MS Access

Tableau

Excel (Advanced)

Tibco Spotfire

Data Mining & Relationl Database

Data Visutization

Dashboards

Metrics & KPI

Business Intelligence

Six Sigma (Yellow Belt)

Professional Experience

Wells Fargo & Co., Charlotte, NC 2015 - Present

“An American international banking and financial services holding company”

Sr. Consultant Reporting & Analytics (2015-Present)

Built actionable user friendly dashboards and metrics using Tableau; designed and lead complexed projects and analysis spanning multiple functional areas and data sources.

Redesigned and enhanced portfolio reporting using SQL server; reduced report production time by 80%; resolved reporting errors and technical issues, partnered with department manager and technical team to transition manual business process to an automated production system.

Collaborated with senior staff regarding specific customized reports and ad-hoc analyses; performed complex analysis of findings and trends using statistical analysis modeling and processed documentation, and ensured adherence to data management regulations and policies.

Provided time sensitive analysis on various business metric questions in support of multiple projects from different business areas. Recommended solutions to maximize operational efficiency, data quality and other servicing tickets tools, and compliance.

Participated and supported projects and initiatives to identify and mitigate operational risk within the whole sale technology group; implemented and monitoring a risk-based tool to identify and mitigate any operational risk that arises.

Merck, Sharpe & Dohme Corp., Charlotte, NC 2010 - 2015

“A Global company and one of the largest pharmaceutical companies”

Reporting & Analytics Specialist (2012-2015)

Designed analytical solutions and enabled measureable improvements for US, Canada and Latin America: Developed dashboards, metrics and key performance indicators analysis using Spotfire.

Developed complex program models, extracted data from different data sources, consolidated, simplified and published them in correspondent’s reports and dashboards. This saved more than 80% of operational efforts and increased the accuracy of reports to 100%.

Partnered with multiple stakeholders from different departments and countries and improved day-to-day operations insights within and outside of Global Financial Services via analytics. This included: Order to cash, procure to pay, customer service help desk, accounts to record and payroll.

Order to Cash Analyst (2011-2012)

Performed monthly Account Reconciliation processes and applied all required controls. Provided accurate and timely period reporting that complied with corporate and country requirements.

Administrated Credit and Collection policies as linked with trade receivables.

Assessed credit worthiness of customers and performed all functions related to the accounts receivable system. Executed credit management duties, including credit worthiness assessments and order release.

Financial Analyst / Consulting (2010-2011)

Used specialized technical knowledge to identify, evaluate, and resolve various interrelated accounts payable problems from SAP and several other sources.

Resolved vendor’s payment issues in US and Canada with a high level of customer service.

Actively identified opportunities for streamlining and rendering services delivery more efficiently.

Woodforest Financial Group, Hickory, NC 2007 – 2010

“A privately held bank headquartered in The Woodlands, Texas.”

Retail Banking Team Lead

Prepared and reviewed monthly reports. Lead team in product sales, services and delivery of customer relationship management techniques.

Built a strong and lasting client base by providing the best banking experience possible to all customers through excellent customer service.

Education

Bachelor of Science, Mathematics

Master of Business Administration, Accounting

Certifications&Trainings

TIBCO Spotfire Bootcamp-TIBCO Spotfire.

Microsoft Access Bootcamp – New Horizons Computer Learning Center.

SAP Manage Fixed Asset Master Data Course- Merck, Sharpe & Dohme.

Six Sigma Yellow Belt training- Merck, Sharpe & Dohme.

Accredited Accounts Receivable Certified-TARN.

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