Business Data Analyst

BRUCE A. ROBERTS

Burleson, TX *****

682-***-**** ***********@******.*** www.linkedin.com/in/bruce-a-roberts

BUSINESS/DATA ANALYST

Business/Data Analyst professional with over 15 years of proven expertise analyzing data and making recommendations for cost savings in the retail industry. Experience in streamlining decision systems to support financial management reporting. Collaborative individual with ability to work on teams to implement improvements. Demonstrated proficient skills in:

SAP BI / MS Access / MS Excel

Process Automation and Improvements

Data Mining / Analysis / Reporting

User Acceptance and Regression Testing

Team Projects

Fraud Examinations

SQL / VBA Programming

Customer Service / Problem Resolution

Internal System Audit

Budgets / Planning / Forecasting

PROFESSIONAL WORK HISTORY

SIGNET JEWELERS (Fine Jewelry Retail Specialist Provider) 11/2006 to 7/2020

Financial Database Analyst – Financial Services (Data Analytics)

Performed financial data analysis to identify cost savings, improve revenue and increase credit sales.

Streamlined (automated w/graphs) financial dashboards/models via SAP Business Objects BI along with Excel AF advanced features (i.e., vlookups, pivot tables, macros, conditional formatting, charts, auto filters, sum/count ifs, etc.).

Analyzed data and presented findings (via Business Objects) on portfolio performance of private label credit cards.

Participated in multiple team projects related to new data systems conversions and credit lenders (both US and CAN).

Authenticated data variables were 100% correct during conversion from legacy systems into Business Objects.

Created and maintained Microsoft Access historical databases on credit transactions for variance analysis.

Validated merchant’s discount rate (MDR) data provided by both prime and alternative financing credit lenders to ensure contract terms were followed (flagged $2.5M in fees overcharges).

Identified $3M in store credit fraud within 3 states through ad hoc and/or customer service requests for loss prevention.

Performed user acceptance (UAT) and regression testing, test cases creation, wrote up and/or reviewed Functionality Reporting Documents (FRDs) and Service Level Agreements (SLAs), and logged data validation error tickets (via the JIRA system) for new credit vendors to ensure contractual compliance.

Involved in financial planning, analysis, and forecasting for both monthly and annual credit budgets.

VARIOUS CONTRACT ASSIGNMENTS 9/2003 to 10/2006

Financial Accounting Analyst - Contractor

Held multiple contract roles with: Electronic Data Systems Corporation (EDS), Progressive Concepts, Inc. (PCI), Verizon Communications, Inc., and AmeriCredit Corporation.

Analyzed financial and accounting data by performing daily Access and Excel queries, pivot tables, vlookups, macros, charts, and graphs.

Capitalized and amortized fixed asset costs, accounts payable, physical inventory, and audit reports compilation to reduce costs.

Performed variance analysis on several retail stores’ income statements and Outside Counsel Fees (OCF) Financials.

Conducted escheatment research and data entry within Excel, Oracle, and SAP to resolve state taxes due to residents.

Reconciled US and Canadian exchange conversion to ensure contractual obligations were met.

Previously held positions as Cost Accountant at NECBNS, Staff Accountant at Aegis Communications Group, and Financial Analyst / Fixed Assets Accountant at The Associates.

EDUCATION

Bachelor of Science, Business Administration (BSBA), Auburn University, Auburn, AL

Major: Human Resource Management with studies in Accounting and Finance.

CONTINUING EDUCATION

Signet Jeweler’s Business Objects 4.1, Microsoft Access, and Oracle Financial Analysis Technical Support Training

Verizon’s PeopleSoft Financial Systems Training

Verizon’s Hummingbird DM5, Windows Explorer, Law Pack, Imaging Training

Verizon’s SAP/Accounts Payable Training

Microsoft Excel Advanced Training

Microsoft Access Introduction and Advanced Training

PeopleSoft and ART Training

Lawson Fixed Assets and General Ledger Training

12-week DALE CARNEGIE Course on Public Speaking

COMPUTER SKILLS

SAP Business Objects Business Intelligence (BI) Cloud/Web Interface Microsoft Teams (Copyright 2020)

SQL and Excel VBA Programming Zoom Meetings (Copyright 2020)

JIRA (Data Validation Errors Reporting System) Microsoft Office 365 (Copyright 2022)

Service Level Agreements (SLAs) Functionality Reporting Documents (FRDs)

MicroStrategy (Copyright 2019) Microsoft SharePoint (Copyright 2020)

Oracle Application Software (ODBC) Microsoft Excel Visual Basic Macro Builder

Microsoft Windows 11, 10, and 7 Google Chrome (Copyright 2020)

Microsoft Access 2016 and 2013 Adobe Reader XI (Version 11.0.08)

Microsoft Excel 2016 and 2013 Hyperion Essbase Financial Reporting System

Microsoft Outlook 2016 and 2013 PeopleSoft Financial Server Application

Microsoft Word 2016 and 2013 Lawson Universe Software

Microsoft PowerPoint 2016 and 2013 J.D. Edwards (JDE) Mainframe Software

Microsoft Internet Explorer (Version 11.0) Google Chrome and Yahoo Search Engines

Norton 360 (Copyright 2020) Drop Box (Copyright 2020)

Workday (iCloud HR and Fin Application – V2020) iPhone/iPad IOS

VDI (Virtual Desktop Interchange) Citrix Receiver (VPN Software)

Snipping Tool (Drag/Capture Print Screen Software) Safari Browser

Facebook Messenger

LinkedIn and LinkedIn Learning Microsoft Note (Copyright 2020)

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