Financial Analyst Data

Jay Robert Orr

Spring Hill, Kansas – ***** – 913-***-**** – ******@*****.*** – www.linkedin.com/in/jay-robert-orr Business Intelligence – Dashboards & Reporting - Project Management User Requirement Analysis

Key Performance Measures

SQL Coding

Documentation & Manuals

Dashboard Creation

Tableau & Excel

User Implementation &

Training

Cross-Team Collaboration

Coaching & Mentoring

Analytical, highly adaptable project manager with extensive experience analyzing and evaluating key performance measures aimed at highlighting emerging trends. Passionate about changing raw data into actionable and ultimately profitable insights.

Extraordinarily proficient in developing effective dashboard visualizations, reports and ad hoc analytics leveraging Tableau, Excel and other BI tools. Strong ability to develop instructional materials, documentation, testing plans and comprehensive training for user implementation.

Uniquely adept at eliciting requirements from users and translating these needs into solutions.

Accomplished communicator skilled in building and strengthening relationships across functions to drive cohesive, strategic operations. PROFESSIONAL EXPERIENCE

NEW DIRECTIONS BEHAVIORAL HEALTH (NDBH) Kansas City, MO 7/2018-2/2019 Business Analyst II

Compile, report and analyze statistical data to assess NDBH operational performance. Present monthly and quarterly reports on plan performance to internal department leads and management. Extract data from databases on membership, claims and authorization using SQL and other query tools. Set up complex spreadsheets and reports to clearly document results of analyses. Create user-friendly dashboard visualizations to display survey results. Complete all analyses within ambitious timelines.

Efficiency & Productivity Improvements: Deliver actionable insights even in challenging and high-stress conditions.

Collaboration: Serve as integral participant in cross-functional troubleshooting team. UNITED BIO-SOURCE CORPORATION (UBC) Overland Park, KS 7/2016-7/2018 Lead Business Intelligence Analyst

Created dashboards that led to lucrative new revenue sources for department. Prepared monthly performance reports to brief management on key performance indicators. Transformed raw data into custom SQL-stored procedures for complex data analysis.

Efficiency & Quality Improvements: Substantially reduced processing time of reports by transforming Access reports into SSRS reports for cost savings of more than $80k/year. WADDELL & REED Mission, KS 4/2015-7/2016

Senior Wholesale Business Intelligence Specialist

Led data analytics projects that gathered and integrated large volumes of data, interpreted results and developed actionable insights and recommendations to improve profitability and effectiveness of company’s sales organization. Created dashboards and comprehensive reports leveraging Tableau and using various data sources. Collaborated with stakeholders within company departments to gather reporting and analytics requirements.

Efficiency & Quality Improvements: Drove insights by creating accurate, functional, intuitive dashboards and reports.

User Support: Lead user implementation, training and communication. Jay Robert Orr

Page 2 • Career Progression (Cont.)

PLATTFORM Lenexa, KS 4/2011-4/2015

Business Intelligence Analyst

Collaborated with internal teams to develop highly functional dashboards and reports from various data sources; dashboards and reports provided actionable insights. Managed project deliverables and user expectations. Analyzed data using Tableau and Microsoft T-SQL queries.

Efficiency & Quality Improvements: Identified several opportunities to streamline manual processes, reduce expenses and improve transparency and decision-making.

Performance Recognition: Awarded PlattForm Jerry Award and PlattForm Energizer Award in 2013. EDUCATION

AVILA UNIVERSITY, Kansas City, MO

Master of Business Administration

UNIVERSITY OF NEBRASKA AT OMAHA, Omaha, NE

Bachelor of Science in Business Administration

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