ANDREW OLIVER
St. Petersburg, FL *****
***************@*****.***
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