Stuart Lynn

***** * **** ***** **.

Boise, Idaho 83713

636-***-****

ad4e70@r.postjobfree.com

PROFILE

MBA graduate with 19 years of experience as a portfolio, financial markets and statistical data analyst. And 15 years of database query experience (SQL, Business Objects, etc.) to identify trends, measure KPIs and detect data quality issues. I am proficient working individually as well as collaborating in teams. I effectively manage projects designed to develop business solutions by directing workflows, troubleshooting complications and interacting with clients, management, internal teams and other stakeholders.

SUMMARY OF SKILLS AND QUALIFICATIONS

Advanced knowledge of database design and querying language

Instructing, training and mentoring experience

Managerial experience (projects/workflows, data, accounts, people)

Report generating experience including data variance analysis

Driver of process improvements (identify gaps, bottlenecks, waste reduction, opportunities to automate)

Enhanced troubleshooting, problem solving, communication and documentation skills

Project experience including oversight, support, beta testing and other tactical roles

Expert in MS Office and a variety of systems, software and interfaces

Proficient in financial accounting with experience creating and managing budgets

CAREER ACCOMPLISHMENTS

Finance 1000 instructor for undergraduates at the University of Missouri

Interim Manager for Datascope support team – subsequently promoted to 2nd level Escalation team

Successfully converted monthly OMP and CSG books, quarterly Tax Shelter report and annual Exception Rate report to electronic format and distribution saving substantial resources and time

Streamlined portfolio manager review activity creating a faster and more efficient process

Created standard and ad hoc reports for all levels of the organization leading to changes in policy, redirection of focus, reallocation of resources and procedure changes

Drove the initiative upgrading company technology and creating an Analytics Group which resulted in more uniform best practices and methodologies

Standardized KPIs which increased validity, accuracy and dependability of the KPI monitoring report

EDUCATION AND PROFESSIONAL DESIGNATION

Bachelor of Arts – Finance, Brigham Young University 1999

Masters of Business Administration, University of Missouri 2004

oFall 2004 Recipient of Outstanding MBA Student – Finance (chosen by MU Professors)

PROFESSIONAL EXPERIENCE

Wells Fargo

Sr. Financial Analyst, August 2019 - present

Manage the KPI monitoring report, its content and its subject matter experts (SMEs) and contributors

Drive the third-party appraisal process used to evaluate and value the MSR portfolio

Own the survey and competitor processes used to benchmark Wells Fargo versus industry participants

Rabo AgriFinance

Associate Vice President, September 2015 – August 2019

Create reports used to assess the health of the loan portfolio and govern deviations from existing SOPs

Coordinate with system and data warehouse analysts and developers advancing data and tech enhancing projects

Create written sector and segment reports used by management, sales team and analysts

Ensure data integrity of content disseminated from the Central Reporting and Analytics Group

Bryan Cave LLP

Sr. Financial Analyst, September 2012 – September 2015

Prepare and audit budgets as well as complete special accounting and billing projects

Create reports used by Executive Committee, managers and staff to measure and track company metrics

Prepare and maintain event notification system

Complete quality check of all data from the Reporting Group

Automate the creation and delivery of recurring reports to optimize time and company resources

Thomson Reuters Corporation

2nd level Escalation Data and Market Analyst, November 2009 – September 2012

Escalation for the more difficult data and product issues and manage the more demanding clients

Coordinate with product management groups regarding enhancements

Perform in-depth training of market data and Datascope functionality to internal and external users

Assist staff in troubleshooting as well as documenting issues, findings/progress and resolutions

Determine severity of issue and effectively escalate serious issues to proper resolution team

Proactively track open issues and take the necessary actions (e.g. troubleshooting, follow-up with resolver group, update the client, open alerts)

Extensive use of written and oral communication across all levels of the organization

Financial Market Analyst, Thomson Reuters Corporation, May 2007 – November 2009

Front-line owner for DataScope (DS) products and LoanConnector (LPC) issues

Oversee and troubleshoot data, functionality, and technical issues

Manage the workflow of client issues ensuring a positive client experience

Complete comprehensive documentation of each issue and effectively communicate issues, progress, findings and resolutions

Coordinate with other resolver groups (including data teams, data specialists, 2nd line escalation, product manager, technical team, sales team)

DeMarche Associates, Inc.

MARC Administrator and Project Analyst, February 2005 – May 2007

Coordinate efforts involving Manager Review Committee (MARC) members and analysts

Track flagged managers, approved managers, and client managers

Streamline all MARC activities (including profiles and analytics) increasing overall efficiency

Realign all managers into expanded universes – equity and fixed income

Present details of the MARC process to money management/sales personnel

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