Alan Ma

818-***-****

ac5kbv@r.postjobfree.com

Greater Los Angeles Area

Summary:

Data / Reporting Analyst with 4+ years of experience developing SQL with complex data (in auto loan, mortgage, consumer banking) and publishing analytical and regulatory reports using SSMS (knowledge of ETL, data cleansing, data consolidation, table joins, text operations, stored procedures), Excel (pivots, lookups, nested statements), and other data tools (Access, SAP BO) in DW / reporting environments. Master’s degree in Finance with accounting knowledge and strong curiosity in data analytics. Also took programming classes in SQL, VBA, C and C++.

Technical Skills:

MS Office

SSMS

DB Mgmt

VBA

Access / TFS

SAP BO

SQL Server

C & C++

Experience:

Compliance / UAT Analyst (Contractor) Bank of America (09/2017 – 11/2017)

Review bank’s tests and sampling procedures (data collection plan, SQL code, sample data, BRD) to ensure test executions are independent and free of outside manipulations

Communicate with data source, test owners, sample developers, and test executors to ensure correct entries are made on intake requests using SharePoint sites

Record and analyze UAT procedures and make appropriate entries in systems (Rally)

Data Analyst (Contractor) Farmers Insurance (11/2016 – 1/2017)

Successfully completed the initial phase (DB deduplication) of company’s letter project

Query auto insurance policy master data in Oracle SQL Toad

Systems Analyst (Contractor) Bank of America Mortgage (03/2015 – 07/2016)

Query and analyze large mortgage master dataset in SSMS (2012 R2) and utilize other data tools (Excel, Access, TFS) to create BCDs, Data Plans, and Conversion Schemas

Part of a team that has successfully helped the bank become a national certified mortgage data provider by ensuring good data quality in our systems

Create data mapping (SQL logic statements and data points) in Base Change Documents to map data from data source to reporting databases for each development cycle

Provide implementation impact analysis on loan population change / balance change using SQL query; maintain stored procedures in absence of manager

Data Analyst (Contractor) Citi Group IT (08/2013 – 03/2015)

Query and analyze large consumer banking dataset in SQL Server (2012 R2), and SAP Business Object to facilitate SAR reporting and AML activities

Part of a team that has successfully helped the bank build a Transaction Monitoring System

Support Data Warehouse activities; build and maintain monthly Credit Card Transaction Reports by consolidating data from SSMS, Access, and Excel (with ODBC)

Created an automated file processing app (Excel to pipeDelimited.txt) using VBA

Reporting Analyst PennyMac Mortgage (02/2013 – 08/2013)

Compile daily operation reports for management using Excel, VBA, and SQL

Provide ad hoc reports and analyst opinions on a daily basis, with focus on mortgage analytics such as LTV, DTI, FICO, DQ rates

Prepare PowerPoint decks for corporate’s credit committee meeting

Built a dashboard report (SQL/Excel) for the Appraisal Team to manage inventory

QA Data Analyst Westlake Financial Services (11/2010 – 11/2012)

Main tester of Westlake proprietary loan structuring Excel based decision model

Participate in writing user manuals & test cases with training department

Built dashboard reports for Risk Team using SQL and Crystal Report

Payroll Administrator Hankey Group (01/2007 – 11/2010)

Process full cycle payroll for 1200+ employees nationally using AccPac

Process 401(K), ESOP, garnishment, vendor data, and assist with audits

Journalize and submit payroll taxes, reconcile payroll tax accounts

Perform Payroll Accounting functions (AP/AR) for HR and other departments

Education:

St. Cloud State University – St. Cloud, MN. - 2004

Master's Degree in Business Administration (Finance focus, GPA 3.3)

Washington State University – Pullman, WA – 2001

Bachelor’s Degree in Business (Finance major, GPA 3.4)

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