ANDREW OLIVER

St. Petersburg, FL *****

443-***-****

ad4obv@r.postjobfree.com

https://github.com/andrewcoliver23/SierraPacificSQLServer.git WORK EXPERIENCE

Sierra Pacific Mortgage

Folsom, CA

Financial Business Analyst

July 2021 – Present

● Uses ETL processes with large data sets to analyze the companies’ mortgage portfolio.

● Single handedly created and owns the EOM reporting/accounting processes for asset pricing.

● Generates ad-hoc reports requested by the C-Suite.

● Creates and manages databases to track revenue, costs, and other pertinent financial metrics.

● Presents visual data to senior management utilizing a combination of Access, SQL, Excel and PowerPoint.

● Manages a team of analysts and instructs them in the proper use of SQL Server processes.

● Designs Python Scripts to create more efficient information processes. S3 - Shared Service Solutions

Linthicum Heights, MD

Reconciliation Analyst

June 2020-July 2021

● Created MS Access databases and MS SQL Server queries to pull mortgage transaction data.

● Reconciled thousands of erroneous credits and debits in the internal systems.

● Coordinated with 3 accounting teams to manage general ledgers.

● Analyzed hundreds of individual mortgage escrow accounts for overages and shortages.

● Explained to borrowers the arithmetic behind tax and insurance related shortages. Financial Advisor

Columbia, SC

Dec 2017 - Aug 2019

AIG, Edward Jones, Northwestern Mutual

● Obtained and maintained Series 7 & 66 Licenses.

● Analyzed Investment Strategies for a variety of clients.

● Created and implemented portfolio allocations in managed accounts.

● Opened, maintained and traded for directed accounts.

● Educated public employees on their state sponsored retirement options. 5 Years, Cloud, Excel, Macros, Py functions, Oracle, Jupyter Labs, Data Visualization, Data analysis, Data viz. Cloud management, Azure, Azure, Database Management, PostGreSQL, SQL, oracle, python, python, R Studio Manage, Manage, Manage, Excel, Excel, Macros, Macros, SQL SERVER, Oracle, R Studio, Python, Jupyter Labs 9 Years, Python, Excel, Excel, Oracle, Cloud Software, Cloud Software, Investment Management, Data Visualization Python, C++, Management, SQL, SQL, SQL, SQL, Python, Excel, Data Analysis, Excel, SQL, Database Administration, R Studio, Oracle, Oracle, 10 Years, python, python, jupyter labs, anaconda, C++, valuation, investment, command prompt, leadership, management, analyst, data, big data, cloud server, large data sets TECHNICAL SKILLS

MS ACCESS

● Creating complex forms, queries and macros

● Importing and exporting excel and csv files

● Query wizards

● Importing data from external RDBMS

MS Excel:

● Filtering, Sorting and Analyzing data

Pivot Tables, VLookups, XLookups, Conditional Formatting

● Formulas

Sum, Avg, Count, Ifs, etc.

Built-in financial formulas

● Data Visualization

● Macros

MS SQL Server:

● Creating new databases using Azure servers

● Updating, Altering tables

● Creating functions, stored procedures and triggers

● Inserting new data from .csv files

● Querying data using Common Table Expressions and complex joins

● Exporting files automatically to .csv

Python:

● Packages including csv, glob, pandas, numpy, re

● Importing web data using APIs, importing data from csv and text files

● Data Visualization

● For and while loops

● Regular Expressions, string splicing

PostgreSQL (pgAdmin & DBeaver):

● Creating new database design

Key constraints, checks

● Updating, Altering tables

● Creating functions, stored procedures and triggers

● Inserting new data from .csv files

● Exporting outputs to .csv

R Studio:

● ETL using tidyr

● Data visualization with ggplot

● Importing web data from APIs

● Importing and exporting csv

● Statistical analysis with dplyr

EDUCATION

Salisbury University, Salisbury, MD

Bachelors - Economics, Minor – Accounting

Jan 2012 - Dec 2016

● Studied fundamentals of banking and financial products.

● Created and analyzed financial statements such as income statements, balance sheets and statements of cash flows.

● Became proficient in R Studio (data visualization and analysis) and other data manipulation and statistical softwares

● Utilized Excel and R Studio in several projects.

● Gained a practical knowledge of macroeconomic and microeconomic theory. VOLUNTEER EXPERIENCE

Suncoast Basset Rescue, St. Petersburg, FL

Volunteer Foster Home

Aug 2021 - Present

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