Management Marketing
Resume:
JORDAN GELLER
San Diego, CA ******.******@*****.***
DATA DISCOVERY TOOLS: MS Excel/Access, VBA, SQL, Tableau, Python, R, Essbase, SSRS, D3.js, Plotly
WORK EXPERIENCE:
The Borgata Hotel Casino & Spa, Atlantic City, NJ, Business Intelligence Manager April 2014 – Jan 2016
Marketing
●Responsible for data mining, analyzing, profiling, modeling and interpreting customer data and providing knowledge on customer behavior using software tools such as Management Studio, Access, Showcase, and Excel.
●Maintained customer databases; built queries and spreadsheets to generate reports written in SQL and VBA.
●Enhanced reporting services by identifying inefficiencies and automated them through software and code.
TD Bank, NA, Cherry Hill, NJ, Assistant Vice President – Financial Analyst April 2012 – March 2014
Product and Consolidated Analytics
●Provided highly specialized financial consulting and analytical support for all U.S. commercial banking accounts, identified emerging financial trends and measured key performance metrics and success factors.
●Proposed budgeting, forecasting, capital planning, and financial analyses using Hyperion Essbase/Planning.
●Managed the reporting & database consolidation processes of over $40bn in commercial loans & deposits.
●Eliminated inefficient reporting processes via Microsoft Excel and Access by writing macros, forms, queries, pivot tables, and functions including but not limited to lookups, sumifs, match, index, and search functions.
PNC Financial Services, Philadelphia, PA, Business Analyst II September 2011 – March 2012
Wealth Management
●Directed a team of five to complete both weekly and monthly reviews to measure variances, trends, and forecasts, providing relative commentary and insight, and presented the results to senior management for strategic positioning.
●Prepared and analyzed data for all business segments within the Asset Management Group, particularly Referral Channel Management to track and measure cross channel sales from retail and corporate banking.
●Administered incentive plans and sales campaigns to foster the achievement of annual company goals.
Deutsche Bank AG, London, UK, Global Prime Finance Analyst March 2010 – March 2011
Prime Finance
●Managed all operational aspects of DB’s leading hedge fund asset segregation platform, Integrated Prime Custody:
Actively evaluated client accounts, segregating assets in excess of $1bn.
Manipulated Visual Basic scripts in order to update changes to MS Excel macros and procedures.
●Compiled and delivered daily and weekly reports to senior management which reviewed and analyzed recent trends and developments within the prime brokerage and hedge fund industries.
Harrah’s Entertainment, Atlantic City, NJ, Database Analyst September 2007 – March 2010
Planning and Analysis
●Provided analytical support for marketing, finance, operations, and administrative departments strictly through data collection, cleaning, manipulation, graphing and charting through MS Excel, Access, and PowerPoint.
●Designed queries, databases, and macros to automate and replace existing processes using several applications: Cognos Impromptu, Marketing Work Bench, Salesforce CRM, and Showcase Strategy.
●Presented monthly financial and marketing analyses to senior management including P&L statements, budget measures, financial goals, forecasts, and upcoming offers through Power Point presentations.
EDUCATION:
Master of Business Administration, Major: Finance and Management Information Systems
Master of Science, Major: Financial Management
Lebow College of Business, Drexel University, Philadelphia, PA. June 2009
Bachelor of Science, Major: Teacher Education, Minor: History
Drexel University, Philadelphia, PA. June 2006
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