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Austin, TX
April 28, 2014

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Oliver Palmar

Financial / Data Analyst - Team Lead - CMC eBiz Inc

Austin, TX - (805) 722 - 9078


Financial / Data Analyst - Team Lead

CMC eBiz Inc. (TATA Consulting) - Austin, TX - March 2010 to March 2014

Consulting services firm in the Financial Services Industry. Primary tasks and responsibilities revolve around

(but are not limited to) publication and maintenance of

historical pricing of securities and financial reporting on and Bloomberg

Terminal. (MS Word, Excel, Access, and Bloomberg Terminal)

● Maintain historical pricing of securities (Indices, Currencies, and Sovereign, Corporate, and

Municipal Bonds) published through Bloomberg Terminal

● Municipal Bond related - Review of Preliminary and Official Statements, Continuing

Disclosures, and Bond Call official documentation

● Source financial and demographic data from governmental institutions (example: US

Department of Labor, National and Private Banking institutions and counterparts of sovereigns abroad) for

publication through

● Conduct Quality Control on historical pricing of securities published through Bloomberg


● Provide technical assistance to Bloomberg Terminal contributors in maintaining historical


● Liaise between pricing contributors, and Bloomberg clients requesting data


● Provide guidance and training to Bloomberg Terminal contributors on data and report

contribution portal usage (email and phone conferencing)

● Create and maintain Bloomberg Terminal User Manuals, as well as Training and Procedure Manuals for

internal use

● Troubleshoot technical issues in collaboration with internal and external programming

support teams, and escalate issues to implementation and sales teams as needed

(domestically and abroad)

● Project implementation and tracking

● Process modeling and data-flow modeling on a project-basis as needed

As a Pricing Contributions team Lead Financial Analyst, I have managed a number of projects focused on

data collection, analysis, and reporting. These have involved the processing of large volumes of complex

data obtained from multiple sources such as financial, geographic, and demographic statistical institutions

(both public and private). Reporting undertaken on a periodic and ad-hoc basis evaluated financial, economic,

and demographic conditions, as well as projections and trending. My expertise acquired through the lifespan

of these projects will allow me to effectively analyze large amounts of data, generate periodic performance

reporting, as well as develop and refine forecasting models to support financial operations, supply chain and


Business Analyst / Bookkeeper

Esquivel Architecture - 2008 to 2009

Architecture and Construction Management firm - commercial and residential.

● Land surveying, clearing and preparation

● Design and modeling

● Project-basis - initial cost projections, and adjustments through project cycle as needed

● Collaboration with architects and engineers

● Coordination of subcontracting through the various construction phases and project


● Material inventory tracking and maintenance

● Accounts receivable and accounts payable

Research Assistant

University of California - Los Angeles, CA - 2007 to 2008

Department of Anthropology - Contributed through collaborative and team effort to research studies

investigating informative / news media usage in a household context.

● Database design and administration (Excel, Access)

● Qualitative data analysis and creation of summary reports (MS Excel, Word, and


Clinical Technical Assistant

Interactive Clinical Technologies Inc - San Francisco, CA - 2000 to 2003

Firm specializes in patient randomization, drug management, and data collection in clinical trials of biologics

through Interactive Voice Response Systems (IVRS).

Provided support as needed in design, implementation and management of IVRS.

Primary responsibilities:

● Liaised between pharmaceutical companies (client) and internal IT department (at ICTI) to resolve complex

technical issues, or to conduct IVRS systems modifications to comply with changes made to research protocol.

● Provided IVRS system technical support to investigative sites (clinics and hospitals)

participating in research studies domestically and abroad through phone conferencing and email


● Maintained audit trail documentation of patient record updates, entries, as well as of structural changes

to IVRS.

● Designed study specific diagnostic procedures (database and IVRS system), and performed diagnostic


● Carried out periodic data validation

As a Clinical Technical Assistant in the Pharmaceutical Industry I collaborated with business, technical, and

programming teams to design, implement, and manage Interactive Voice Response Systems used for the

collection of data in clinical trials of biologics. Additionally, as patients enrolled, and following unique research

study schedules, I managed drug inventory at multiple locations (both domestically and abroad).


Bachelor of Arts - Double major in Political Science and Anthropology

University of California, Los Angeles (UCLA) - Los Angeles, CA

2004 to 2008

Bachelor of Arts - Anthopology in Biological / Physical Anthropology

University of California, Berkeley (UCB) - Berkeley, CA

2004 to 2004


Bloomberg Terminal, Inventory Management, V-Lookup, H-lookup, Pivot Tables, Graphing, Macros, Forms,



Technical Skills

Bloomberg Terminal

Microsoft Word (2007, 2010)

Microsoft Excel (2007, 2010)

Microsoft Access

Microsoft Outlook


FileMaker Pro

Macromedia Flash

Macromedia Dreamweaver

Adobe Photoshop

Adobe Illustrator




PC and Apple

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