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Reporting Analyst Data Analysis

Location:
Dearborn, MI
Posted:
February 26, 2024

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Resume:

Maha Minato

ad3w1t@r.postjobfree.com 913-***-**** Dearborn, MI

SUMMARY

Dynamic and results-driven Reporting Analyst with a proven track record in transforming complex data sets into actionable insights. Proficient in data analysis, report generation, and dashboard creation to facilitate informed decision-making. Adept at collaborating with cross-functional teams to define reporting requirements, streamline processes, and enhance overall data accuracy and integrity. Committed to delivering high-quality, timely, and visually compelling reports that empower organizations to achieve their strategic objectives. WORK EXPERIENCE

American Century Investments Kansas City, MO

Data Steward Apr 2019 - Dec 2023

• Ensured data integrity and quality by implementing Data Governance and Stewardship processes for the maintenance of client information within data warehouses and marts.

• Collaborated with sales and marketing teams to manage and optimize the use of individual, company, and operational data, enhancing data-driven decision-making.

• Standardized business terminology through partnerships with various business units, facilitating consistent communication and data interpretation across the organization.

• Contributed to project planning by mapping data sources for IT development of data warehouse infrastructure, utilizing SQL queries within Amazon Web Services (AWS). Senior Institutional Reporting Analyst May 2014 - Apr 2019

• Generated and delivered comprehensive monthly and quarterly report packages, tailoring content to meet the specific needs of various client segments.

• Coordinated the integration of new reporting requirements, ensuring alignment with client specifications and internal information availability.

• Conducted thorough reviews of performance, attribution, and characteristics data, guaranteeing accuracy and consistency across all client reports and company-wide communications. Investment Reporting Analyst Nov 2010 - May 2014

• Analyzed and presented investment reports highlighting market trends and portfolio performance to inform client investment strategies.

• Prepared comprehensive review materials for the Board of Directors, detailing mutual fund outcomes against benchmarks and conducting sector and attribution analyses.

• Refined data integrity and ensured compliance by reviewing investment data sets for accuracy and securing proprietary information.

• Conducted data analysis using Tableau, identifying anomalies and trends in large datasets, and presented findings to management, contributing to more informed strategic decision-making Fund Analyst May 2007 - May 2010

• Analyzed intermediary sales channel performance, utilizing tools such as Morningstar Direct, Morningstar Principia, and ZephyrStyle Advisor to assist the internal sales desk with territory management.

• Enhanced fund product visibility by coordinating database setup and supported sales initiatives through the development of proposal lineups, overlap analyses, and performance reports for internal clients. EDUCATION

The University of North Carolina at Pembroke Pembroke, North Carolina Master of Business Administration

Lebanese American University Beirut, Lebanon

Bachelor of Arts - International Affairs

SKILLS

Expert in working with AWS Services on the Console like Athena, S3 Buckets, Lambda and EMR • Sales Analysis and Forecasting • Investment Performance Tracking • Financial Data Interpretation • Market Research & Trend Analysis • Data Visualization & Reporting • Relationship Building • Cross-Functional Collaboration •Experience with Tableau • Adapt in Working in Agile Environment • Developed Experience with Python • SAFE Training Certified

• Proficient in All Microsoft Office Tools, Salesforce, Morningstar Direct, FactSet • Effective Verbal, Written, and Interpersonal Communication Skills With fluency in English and Arabic



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