Wendy Pylman

Charlotte, NC ***** ac12bd@r.postjobfree.com 561-***-****

summary of qualifications

Advanced Excel Series 7 Siebel Data Analysis

Access Word Excellent Communication Macros

Data Mining/Manipulation PowerPoint If/Count Statements Power/Pivot Tables

Visio Charts VLookups Hlookups Ad-Hoc Analysis/Reports

Experience

Bank of America/TekSystems (Contract), Charlotte, NC, October 2016 – June 2017

Sr. Data & Reporting Analyst, Network Services/Change Management

Produce Daily, Weekly and Quarterly Excel and PowerPoint reports showing current and forecasted global Network Changes

Create monthly Scorecard Reports using Power Pivots within Excel as the main element/tool

Gaining knowledge of SharePoint as well as proprietary Bank of America systems

Create Ad-hoc analysis by manipulating large quantities of Network Services data

Beginner training for ITIL and SQL

Procedure and process flow documentation

Bank of America/Signature Consultants (Contract), Charlotte, nc, February 2016 – March 2016

Business Analyst

Created MS Excel templates utilizing vlookups, formulas and pivot tables to track flood insurance training

Verified data between two separate proprietary systems in order to research discrepancies

LPL Financial, Charlotte, NC, March 2007 – December 2015

Senior Analyst, Business Consulting, July 2014 –December 2015

Completed quantitative and qualitative analysis by gathering data from multiple sources and manipulating it to build complex models in Excel to show both past production and forecasting future results

Utilized Excel to build complex spreadsheets providing crucial sales information including Wallet Share, Household Penetration, Return on Assets, Etc. for institutional clients

Collaborated with various levels of LPL management teams and clients to determine essential revenue reporting and provide deliverables

Provided Excel trouble-shooting to assist to with delivering accurate presentations

Manager, Advisory Operations & Fee Billing, January 2011 – July 2014

Ran and reconciled monthly billing for all LPL Advisory accounts and delivered to the Audit & Accounting team

Engaged with LPL Advisors providing support for escalated Advisory issues

Managed select projects within the Advisory department, including creating a new system for identifying and closing terminated accounts. In addition, led a team to create a process for “Source of Funds” to ensure clients do not pay both commissions and advisory fees for the purchase/sale of the same asset/s

Partnered with third parties and various departments, including audit, on projects to create efficiencies and controls to comply with FINRA/SEC standards

Engaged in testing, including writing step-by-step test scripts to implement an upgraded system

Provided ongoing coaching and development to 10 – 12 team members

Manager, Operations Solutions, January 2010 – December 2010

As the primary project manager, researched, analyzed, made recommendations and executed the disbanding/repurposing of the department, it’s tasks and resources

Was an integral part of change management, collaborating with a large number of departments to create new workflows and procedures for former departmental functions

Operations Analyst/Director, Business Consulting, July 2008 – December 2009

Designed and implemented procedures for submitting, following up and resolving escalated operational issues

Built and maintained an MS Access database to capture and track all escalation information

Developed working relationships with multiple departments, upper management and third parties to quickly resolve problems and collaborate on projects

Completed monthly revenue reporting and quarterly rankings utilizing MS Excel (Formulas, Pivot tables, If/Then, V-Lookups, H-Lookups, Etc.)

Broker Resource Consultant, Service Center, March 2007 –June 2008

Provided exceptional customer service regarding operational inquiries from Financial Advisors

Developed in-depth comprehension and knowledge of broker/dealer operations and industry

Consistently exceeded productivity requirements

Chosen to lead dedicated line for high producing Institutions and Advisors

Robert Half International, Accountemps Division, Charlotte, NC, May 2006 – February 2007

Staffing Manager

Washington Mutual Bank, West Palm Beach, Florida, January 2005 – April 2006

Assistant Financial Center Manager

Adcahb Medical Coverage, West Palm Beach, Florida, October 2004 –December 2004

Independent Insurance Agent

Asset Management Advisors, Palm Beach Gardens, Florida, September 2002 – August 2004

Analyst, Research and Development

Ocwen Federal Bank, West Palm Beach, Florida. September 1999 –September 2002

Financial Analyst, Investor Reporting, October 2000 – September 2002

Financial Analyst, Residential Mortgage Acquisitions, September1999 –October 2000

Globe Communications Corporation, Boca Raton, Florida, June 1998 – August 1999

Business Analyst/Manager

Education Bachelor of Business Administration, Finance

Stetson University, DeLand, Florida

Computer Excel, Access, Word, PowerPoint, Visio, SharePoint, Remedy, MicroStrategy

Skills SalesForce, Siebel, BETA, PORTIA

Licenses Series 7

Other Completed six full marathons

Raised money for Leukemia & Lymphoma Society with their Team in Training organization

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