Reporting and Data Analyst

James W Benford

**** ******* **, *****, ** *****

904-***-**** *****************@*****.***

Experience

Jan 2015 – Present

Deutsche Bank

Jacksonville, FL

AVP Sales Reporting (2019-Present)

Reporting and analytics for Debt and Equity Sales teams in Asia, Europe, and the Americas with a focus on revenues by product, client, and organizational sector

Lead project teams and provide impact analysis for companywide changes as it relates to major static/reference data restructurings

Transition reports into Tableau which were not already automated through Cognos

Reduce complex processes and prevent errors by building macros in Access

As a Project Management Lead, I coordinated across 30 IT platforms, gathered technical requirements and organized them through JIRA, set deadlines and assignees, and organized UAT test cases.

Business Information Security Officer (2015-2018)

Created tracking system for my team’s key performance indicators (KPI) in order to develop dynamic reporting to drive key behaviors and ensure timeliness.

Managed the information security of 50 software applications which included risk assessments, monitoring of user-recertifications, and assigning functional taxonomy rules to quickly identify noncompliant users through MIS reporting

Jan 2014 – Dec 2014 JP Morgan Chase Jacksonville, FL

Business Analyst II

Met with the business managers to gather requirements for reporting

Developed preliminary reporting for user acceptance testing and validation

Promoted code to the development team for SQL Server Reporting Services (SSRS) reports to be built

Aug 2009 – Jan 2014

Everbank

Jacksonville, FL

Reporting Team Lead

Oversaw a team of 7 analysts responsible for investor, management, and audit reporting

Requirement gathering for new and existing reports as well as backend automation processes

Participated in project plan teams from development through production

Organized internal and external audit requests to show company compliance

Senior Reporting Analyst

Developed and automated daily, weekly, monthly, and quarterly reporting with a focus on mortgage delinquency, bankruptcy, foreclosure and loan modifications

Performed analysis on departmental/cost center budgets by mining data from general ledgers; reporting past performance as well as forecasting using regression models.

Sep 2004 – Jul 2009

VyStar Credit Union

Jacksonville, FL

Report Analyst / Quality Control

Reported on the Collection department’s statistics on delinquency, charge offs, repossessions and bankruptcies

Prepared monthly memo to the board of directors with corresponding reporting package

Quality Assurance call monitoring

Performed analysis on general ledgers as it related to expenses, revenue, and payment histories; reporting past performance, forecasting, and budgeting.

Education

1999 – 2003 University of North Florida Jacksonville, FL

Bachelor of Arts

Major: Business Management

Studies: Finance, economics, management, accounting, marketing, human resources and logistics

Additional Coursework

Microsoft Excel Level 4 Florida Community College of Jacksonville

Microsoft Access Level 2 New Horizons Computer Learning Center

SQL Querying Level 2 New Horizons Computer Learning Center

Visual Basic New Horizons Computer Learning Center

Blue Prism Vendor facilitated (on site)

Skills

Microsoft Programs: Excel, Word, PowerPoint, Visio, Access, and SQL Server

Reporting Tools: SQL Server, SSRS, Toad, Oracle, Tableau, Cognos, Crystal Reports, ACL, Passport, QlikView, Clickhouse, Tabix

Account Management Systems: LPS Desktop, AS400, D4000, MSP, Smart Collector, PSCU

Call Monitoring Systems: Envision, Click to Coach, Aspect/ALM

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