LEE BLAKELY BOOKS
**** ******** **** # *** 904-***-****
Jacksonville, FL 32246 ********@*****.***
SUMMARY
Highly organized Professional who excels at both written and verbal communication and can establish priorities and timelines among multiple projects. Self-directed and highly motivated individual who possesses strong analytical and research skills. Demonstrated reasoning ability as evidenced by six years of experience querying, analyzing, and interpreting data, creating process flow for multi-dimensional and multi-step processes, and documenting the flow. Power BI experience. Strong skills in MS Office software including Access, Excel, Word, and Outlook, with experience creating Access databases, writing SQL queries, creating, and maintaining spreadsheets.
PROFESSIONAL EXPERIENCE
STERLING LEXICON - SUDDATH, Jacksonville, FL 2017 – 2020
Support all aspects of client reporting including internal Operations audit reports with the guidance of Operations and Client Services.
Operational Reporting Analyst
Support periodic client reporting including weekly, bi-weekly, monthly, and annually
Preform necessary periodic audits to ensure data integrity. Work closely with Operations Managers to pinpoint the source of errors and help correct the process going forward
Analyze data for thoroughness and logic
Serve as a liaison between Operations and IT for changes in existing reports and development of new reports.
Set criteria development of new reports as needed
Support client services teams requiring internal or external reporting
Support ongoing production of reports
Support Account Managers with the development of annual client reviews, monthly client and branch reporting
ONECALL CARE MANAGEMENT, Jacksonville, FL 2012 - 2016
Reports complex data from multiple sources, develops requirements from users, retrieves required data, design reports, develops and disseminates reports. Maintains accuracy and integrity of supporting database information.
Report Developer
Delivered outstanding customer service to my clients in order to ensure customer satisfaction and retention. Kept a tight schedule on over 100 reports to ensure on time delivery on a weekly, monthly, and quarterly basis. Managed Ad-Hoc report requests for Corporate Reporting as they post to SharePoint and kept a constant open line of communication with the requestor of the report regarding needs and any changes that were needed. Other responsibilities included:
Research, compile, analyze and report various operational data from multiple sources, including unit production, productivity, and/or quality statistics
Meets with the user of the report, determines the requirements, understands where the data is located and designs the process to retrieve the data
Creates queries and reports through the reporting tools to create efficiencies within the department
Extracts information from databases in a variety of different formats such as DBIV. Csx, .txt, XML, rtf, etc.
Converts and stores data from these sources into back-end databases such as SQL and Access
Creates and maintains databases using data from multiple sources, Interfaces between raw data sources and from end reporting services using table linking, embedding, import/export and file conversion techniques
Research questions related to report information and calculations
Audits questionable report information
ADVENT SOFTWARE, Jacksonville, FL 2011 – 2012
Provides portfolio management and accounting systems, straight through processing, trade order management software and research management software and services to the world's leading financial professionals.
History Analyst
Delivered excellent customer service to ensure clients satisfaction and retention. Delivered 100 percent accuracy in formatting templates, auditing files, and uploading client data into BlueSky platform, and researching client issues and following through to resolution. Other responsibilities included:
Ensured timely turnarounds and accurate uploads.
Formatted client data for auditing and uploading.
Audited client data, reviewed errors with thorough understanding of what each means and suggestions on how to correct them.
Communicated with internal departments and external clients effectively to provide outstanding client service.
Escalated any issues with system tools and any process improvements as needed.
WINN-DIXIE CORPORATE OFFICES, Jacksonville, FL 2010 – 2011
Data Analyst (Contract position through Capital Staffing)
Assisted HRIS team in testing and implementation of new applicant tracking system. Oversaw Performance Management issues in PeopleSoft. Responsibilities included:
Data entry in form of creating templates for job codes and field positions for team members and managers in stores.
Performed test scenarios for those field positions prior to implementation of Taleo.
Data entry into PeopleSoft to update Performance Management
WAL-MART CORPORATE OFFICES, Bentonville, AR 2004 – 2010
Data Analyst I (2006 – 2010)
Managed HR and diversity data containing high degree of complexity and sensitivity, as well as providing advice, counsel and interpretation of data that had companywide implications. Designed, developed, and implemented projects to improve business processes and systems supporting consistency, integrity, and standards for HR and diversity data and information reporting on all US divisions.
Created ad hoc and standard reporting with 100% accuracy and on-time delivery.
Created legal reports at the request of in-house counsel for ongoing litigation.
Validated data for ad hoc and standard reporting for other members of team.
Designed, created, and exported reports to SharePoint sites.
Managed user access files for Share Point sites.
Marketed SharePoint site tools to internal customers.
Created and interpreted employment data for company Red Book investigations.
Senior Research Analyst (2004 – 2006)
Served as supervisor for teams of up to 11 Associates by assuming responsibilities of training, ensuring accuracy and planning workloads for Walmart payables.
Protected company assets by managing process of paying invoices timely and accurately for general merchandise suppliers.
Successfully managed payment issues for large accounts including Proctor and Gamble, Revlon, Rubbermaid, among others.
Marketed and designed settlement offers for suppliers.
Trained and developed new Associates, while assisting team members with supplier compliance opportunities.
Researched discrepancies with suppliers involving freight claims, purchase orders and invoicing; following through to resolution.
PROFESSIONAL DEVELOPMENT
Worldwide ERC webinar training regarding various relocation topics
SQL I and SQL II Training through Horizons
Situational Self Leadership Workshop, 2007
Women in Leadership Seminars, 2003-2010
TECHNICAL SKILLS
Advanced Excel (V Look Up and Pivot Tables), Advanced Access, Word, Outlook,
Microsoft SQL retrieval, PeopleSoft, and various other platforms.