Financial Analyst Marketing Assistant

JOSEPH CHAMPEY

Charlotte, NC ***** 843-***-**** ********@*****.*** LinkedIn

Financial Analyst

Accomplished and outcome-driven professional with remarkable 10+ years of experience in overseeing business operations and providing strategic consultation to drive revenue, company, and business growth. CORE PROFICIENCIES

Strategic Planning & Execution Project Management Regulatory & Corporate Compliance Continuous Process Improvement New Business Development Customer Relationship Management Business Administration Portfolio & Practice Development Risk Assessment & Mitigation Business Growth Planning Business Systems Analysis Revenue Generation Team Building & Leadership 3rd Party Risk Analysis Tax Analysis PROFESSIONAL EXPERIENCE

Employment Gap June 2024 to Present

Took time away after my previous contract roles with Wells Fargo to take care of my father who has been on disability and had a large health setback requiring extra help.

Wells Fargo, Charlotte, NC March 2024 to April 2024 Wells Fargo is a major bank with multiple locations and offices. Business Execution Consultant/Finance Business Support (Contract) Working internally to supply reports and run time sensitive processes to help monitor systems used for trading all over the world.

Use Excel (Pivots, Charts, Slicers, linking to External Data Sources), Oracle, and PowerBI for data cleanup, analysis, and visualization.

Primary focus will be on producing and maintaining BC reports to drive compliance to financial standards.

Data analysis and reporting, including advisement and ad-hoc reporting.

Working with FRY-14 to ensure that data is collected properly and located in the correct location for the team to find it

Excel reporting, such as Pivots, Charts, Slicers, linking to External Data Sources)

MS Access (Database and Table Design, Macros, Reporting, etc.…)

Develop standardized reporting templates and dashboards to provide insights into trading activities and performance metrics.

Automate repetitive tasks using Excel macros or PowerBI automation features to streamline reporting processes.

Ensure data accuracy and integrity by conducting regular quality checks and validation procedures. Cato Corporation, Charlotte, NC May 2023 to October 2023 Cato is a women’s fashion company with over 1000 locations. Store Planning and Reporting Analyst (Contract)

With Cato, I was responsible for robust data tracking and helped develop new SOPs and processes to streamline reporting and analytics as well as advise supervisors and Board Members on various trends to help improve distribution to stores..

Lead cross functional teams to develop strategy, plan, and execute a variety of programs, services, and initiatives

Mitigated work time by 15+ hours per project by crafting and executing new processes and procedures.

Utilized Adobe products, such as Indesign and Illustrator to improve document visibility.

Data analysis and reporting, including advisement and ad-hoc reporting.

Analyze and identify variances in budget to actual job cost numbers

Excel reporting, such as Pivots, Charts, Slicers, linking to External Data Sources) JOSEPH CHAMPEY Page 2

MS Access (Database and Table Design, Macros, Reporting, etc.…)

Creating reporting visuals with Power BI, while manipulating and utilizing Excel and Oracle for various queries and adjustments.

Collaborated with various departments to streamline data visibility related to inventory and financial reporting to help streamline supply chains to three different Cato divisions.

Facilitated seamless communication and collaboration between internal teams and third-party service providers by ensuring timely and accurate responses to audit requests for information and documentation.

Reviewed and generated reports to monitor trends within sales and inventory management and taxation

Reviewed and managed information based on various taxes of various areas to maximize efficiency in assessing information.

Administered various projects simultaneously by delivering exceptional project management services. Including building multiple workbooks simultaneously.

Achieved exceptional outcomes by collaborating seamlessly within team environments and across diverse organizations while leveraging strong adaptability, flexibility, and collaboration skills.

Utilized Data Analytics and database tasks to assess information to better advise on trends in sales and inventory. Wells Fargo, Charlotte, NC November 2021 to March 2023 Wells Fargo is a major bank with multiple locations and offices. Third Party Risk Assessment Analyst (Contract)

My success with Wells Fargo came with helping to implement new processes and streamline some systems internally. Additionally, I worked with third party vendors to mitigate risk within compliance at a high level.

Received Managers Spotlight award within first 45 days of joining the organization by providing comprehensive training on the benefits of collaborative work approaches over individual efforts for contributing to the team's success.

Lead cross functional teams to develop strategy, plan, and execute a variety of programs, services, and initiatives

Utilized Adobe products, such as Photoshop and Illustrator to improve document visibility.

Mitigated work time by 20+ hours per project by crafting and executing new processes and procedures.

Data analysis and reporting, including advisement and ad-hoc reporting.

Ensure committed cost reports are accurate by creating and updating subcontracts and purchase orders.

Analyze and identify variances in budget to actual job cost numbers

Excel reporting, such as Pivots, Charts, Slicers, linking to External Data Sources, etc. & MS Access (Database and Table Design, Macros, Reporting, etc.…).

Collaborated with customer remediation preparatory work between third-party service providers and customer remediation subject matter experts by designing and adjusting the calendar of preparatory activities.

Evaluated the performance of third-party service providers against contractual service levels through comprehensive assessments.

Develop and implement plans for budgeting, forecasting, and reporting.

Risk analysis with projects related to contract building and 3rd party associates.

Facilitated seamless communication and collaboration between internal teams and third-party service providers by ensuring timely and accurate responses to audit requests for information and documentation.

Reviewed and generated reports to monitor trends within several various aspects of projects.

Working with FRY-14 to ensure that data is collected properly and located in the correct location for the team to find it

Administered various projects simultaneously by delivering exceptional project management services. JOSEPH CHAMPEY Page 3

Achieved exceptional outcomes by collaborating seamlessly within team environments and across diverse organizations while leveraging strong adaptability, flexibility, and collaboration skills.

Led industrial-scale printing, mailing, and call center operations in a regulatory-constrained customer remediation setting through effective leadership and strategic planning.

Utilize JIRA for documentation control and security

Encouraged efficient internal audit operations by implementing streamlined data organization and document-collection processes.

Utilized Data Analytics and database tasks to assess information to better advise on projects. Academy Medical, Charlotte, NC January 2021 to September 2021 Academy Medical sells healthcare products to various government agencies. Jr. Data Analyst/Marketing Data Analyst

Supervised the organization's data management strategy and oversaw the collection, analysis, and dissemination of information on suppliers, customers, and contract assessments. Drove successful marketing initiatives targeting diverse vendor and partner segments. Applied strategies to establish and sustain robust business partnerships across diverse internal and external stakeholders.

Planned and devised new projects and shifted content for productivity and efficiency by enforcing project management strategies.

Delivered exceptional results by achieving established production goals within designated timeframes.

Transformed substantial amounts of data in diverse formats into targeted structure and format essential for insightful analysis.

Promoted to Marketing Data Analyst position from Jr. Data analyst within a short span of four months.

AGILE methodologies.

Back-up Support for Billing Commercial Accounts (Nissan, Toyota, Wells Fargo, etc.)

Data analysis and reporting, including advisement and ad-hoc reporting.

Excel reporting, such as Pivots, Charts, Slicers, linking to External Data Sources)

MS Access (Database and Table Design, Macros, Reporting, etc.…)

Generated Invoices for third-party service providers and customers using Salesforce.

Researching and comparing pricing from various competitors to provide contracting potential with clients.

Utilized various business software applications, such as Salesforce, Citrix, Microsoft Office 365, Mail Chimp, Info-Tech, and Smartsheet.

ALS Resolvion, Charlotte, NC January 2017 to October 2019 ALS Resolvion is a repossession middle between financial institutions and repossession agents. Business Financial Operations Analyst/Finance Business Support My second role with ALS Resolvion revolved primarily around Operations Analytics. I was able to make a large impact in this role through streamline reports to operate more effectively and efficiently to report to Board Members as well as the SVP. Examined various business activities and generated comprehensive reports for validated and optimized internal business metrics by utilizing analytical skills. Modified internal directions for growth and innovation by managing national metrics.

Generated reports relating to revenue, profit, and individual performance to monitor financial trends to make advice using heavy Excel (Pivots, Charts, Slicers, linking to External Data Sources, Macros, etc.) as well as Access and other Microsoft Software..

Boosted budgets and funds by reviewing ROI data and encouraging the creation of SOPs and work instructions.

Implemented a rigorous screening process to identify high-quality candidates and facilitated advancement to upper management for further consideration.

Ensured proper conduct with client contracts by monitoring trends in SLAs and notifying upper management of irregularities. JOSEPH CHAMPEY Page 4

Checked performance and trends to identify areas for improvement by developing and implementing a strategic structure plan.

Ensure committed cost reports are accurate by creating and updating subcontracts and purchase orders.

Data analysis and reporting, including advisement and ad-hoc reporting.

Develop and implement plans for budgeting, forecasting, and reporting.

Fulfilled performance standards and aligned with company-wide strategic goals/priorities by assuring facilities' SLAs..

Managed queries in SQL and searched various databases while inspecting derived tables in SQL and using CTEs in SQL.

Coordinated with Compliance to assist in building new resources for risk assessment. ALS Resolvion, Charlotte, NC January 2017 to October 2019 ALS Resolvion is a repossession middle between financial institutions and repossession agents. Case Administrator/Customer Relations Administrator Exceeded expectations to complete 75-125 Cases per day. Resolved issues at a high level utilizing Skip Tracing efforts and communicating with agents in the field to maximize efficiency.

Maximized accounts growth by 150% within the initial two months of tenure working with Exeter Finance.

Sustained internal SLA needs by identifying for consistently acquiring target business profitability and customer satisfaction goals.

Skip-Tracing

Acquired supervisor-level access to confidential information within the record-breaking time frame of eight months.

Exceeded company expectations and drove business success by earning monthly bonuses every month. EDUCATION

Bachelor of Arts (B.A.) in Visual Communication – Francis Marion University, Florence, SC TECHNICAL PROFICIENCIES

Microsoft Office (Excel, Word, One Note, Access, Outlook) Mac Adobe Acrobat Microsoft Windows Sharepoint Power BI CTEs in SQL VLOOKUP Macros Pivot Tables JIRA Agile Oracle Business Sales Force RPAs (retail processing)

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