Sign in

Sales Data

New York, New York, United States
January 28, 2017

Contact this candidate

Key Skills

Visual Basic VBA


SQL MS SQL Server SQL Access



R Code - Data Visualization & Analysis

Microsoft Office Suite

Work Experience

Analyst, VB Developer Business Operations

BlackRock New York, NY January 2016 to December 2016

Key Accomplishments:

Develop and maintain VBA/SQL access application, SalesPage extraction application, for non-standard Invoices.

Develop and maintain VBA Excel application, CDSC Workbook & Load Reconciliation application, in order to automate CDSC data aggregation, calculation and load reconciliation for the Business Operations Project Management team.

Develop application manuals for users and provide instruction on usage of applications, and address any user issues.

Provide application documentation underlining benefits of automation.

Responsible for monthly dealer 12b-1 reconciliation.

Help identify key inefficiencies within the project management, by creating ideas and implementing solutions.

Marketing Analyst, Global Marketing Analytics & Business Management Operations (BMO)

SAP New York, NY February 2015 to November 2015

Key Accomplishments:

Responsible for weekly marketing KPI analysis reports for all lines of business within Global Marketing (VBA R code).

Built and maintained analytic dashboards for Global Marketing Analytics intranet site (R code).

Helped streamline weekly analysis and reporting process, by changing manual data sheet creation and calculations into streamlined VBA automation for aggregating and formatting data and R code for data visualization and markup. (VBA R code).

Developed in-depth marketing data visualization for global stakeholders (R code).

Collaborated with various cross-functional, global teams during analysis of new marketing campaigns.

Data Analyst, Operations Development

Park Avenue Securities (Guardian Life) New York, NY January 2014 to January 2015

Key Accomplishments:

Daily maintenance and reconciliation of mutual fund positions and account registrations.

Fielded sales data analysis and reconciled commission discrepancies and errors (R code).

Identified position discrepancies for various client accounts with descriptive analysis (R code).

Optimized operations workflow by introducing inferential and descriptive analysis of large samples of sales and client data.

Data Research Analyst

Strategic Insight New York, NY January 2009 to November 2013

Key Accomplishments:

Researched US mutual fund and annuity fund performance and changes.

Responsible for over 400 fund portfolios, as well as offshore and private account portfolios.

Maintained critical relationships with fund management companies and service providers.

Validated data quality and performed data quality control analysis.

Liaised with clients to rectify data discrepancies concerning total net assets, NAVs, and other calculations based on various rates.

Performed regression analysis on fund data to find correlations between events.

Mid Office Associate

BearStearns & Co JP Morgan & Co New York, NY August 2006 to November 2009

Key Accomplishments:

Provided assistance for the Institutional Equity Sales Unit by providing trade floor and analyst support.

Responsible for post-trade activities using Clear Par and Wall Street Office Application with Bank Loans Unit.

Prepared macro templates for trade support.

Teacher/Lab Instructor

SAE Institute of Technology New York, NY June 2003 to May 2006

Key Accomplishments:

Taught mixing and mastering courses for approximately 20 – 30 students per class.

Designed and developed Electronic Music Program curriculum.

Taught in-lab acoustic mixing and production sessions.

Taught Neve 88R, 88RS and Solid State Logic 4000 G+.


New England College Henniker, NH

BA in Business Computer Science

Additional Information

Athlete Cyclist

Languages German: Reading Speaking Writing

Contact this candidate