Process Improvement Reporting Analyst
Resume:
David Robert Jordan
***************@*****.***
Charlotte, NC 28277
SUMMARY OF QUALIFICATIONS
•Proven experience in process improvement, problem solving, organizational communication, analytical reasoning and business writing.
•Expert proficiency in working with Microsoft Excel. (Vlookup, Pivot, Data compliance)
•Solid re-engineering of processes based on the strategic objectives of groups or departments.
•Experienced management of various project teams to identify improvement opportunities and develop processes.
•Effective communication in both verbal and in written formats.
•Skilled in the coordination of several parties from dissimilar functional areas with optimal results.
•Mentoring: specifically helping people of all career levels maximize their development opportunities
•Creating data dictionaries and documenting data lineage.
EXPERT/ADVANCED SKILLS
•Office Suite (Word, PowerPoint, Excel, Outlook)
•Essbase Hyperion
•Insight Enterprise Reporting
PROFESSIONAL EXPERIENCE:
Home Depot, Charlotte, NC Feb 2023 - Present
Millwork Division
•Consult with builders on large bulk orders of windows and doors for new construction home or businesses
•Help individual home owners on selection and customization of windows and doors and help connect with professional installation needs
•Reconcile commission payments and process statements
•Ensure orders are proper including follow up on timing and dimensions of new or replacement measurements
•Participate in process improvement reducing communication errors with customers and contractors
Lowe’s Home Improvement, Charlotte, NC May 2022 – Jan 2023
Millwork Division
•Collaborate with sales and marketing teams to ensure commissions are correct but that the customer has the best service experience.
•Consulted with builders on large bulk orders of windows and doors for new construction home or businesses.
•Help individual home owners on selection and customization of windows and doors and help connect with professional installation needs.
•Ensure orders are proper including follow up on timing and dimensions of new or replacement measurements.
Wells Fargo, Charlotte, NC Feb 2020 – Mar 2022
Financial Reporting Analyst
•Support Operational initiatives tracking progress toward company requirements to meet Fed Compliance standards.
•Data Dictionary to make sure we have one source of truth -the 6 dimensions – focus on quality and accuracy.
•Design and maintain dashboards for leadership consumption on a weekly, monthly, and quarterly basis.
•Trusted go-to for executive team members when looking for root cause answers within data.
•Build check processes to ensure accurate reporting and repeatability.
•Automated updates to Power Point by embedding Excel within for quick results.
•Automated several essential functions using Excel with Essbase being the primary System Of Record appended with metadata where needed.
Protiviti Inc., Charlotte, NC (Rehire – see below – exact same role) Jul 2018 – Jan 2020
Regional Reporting Analyst
Bank of America Nov 2017 – May 2018
Business Analyst
•Identified data deficiencies and partner with various teams to complete end to end lineage.
•Maintained the data dictionary and created parameters for what that would mean
•Analyze and model highly complex data supply chains to identify risk across multiple domains / LOB’s.
•Identified, managed and govern critical metadata using Essbase for enterprise prioritized supply chains.
Wells Fargo – Community Banking, Charlotte, NC Mar 2017 – Aug 2017
Process Consultant
•Partnered with the Deposit group (Affluent Client Services) to launch a new customer offering Portfolio Premier by Wells Fargo.
•Automated processes for senior leadership dashboard reporting requests to ensure audit trail and replication ability.
•Identified / Created workflow patterns and documented for future repeatability.
•Facilitated workshops to communicate / train how to effectively utilize the daily migration tracker, and drive efficiencies.
•PowerPoint was largely used to communicate key initiatives in visual format.
•Created a data dictionary for a new product we launched and updated needed inputs as the project expanded.
Wells Fargo, Charlotte, NC Sep 2014 – Oct 2016
Business Process Analyst 3
•Performed complex variance and trend analysis utilizing Essbase and basic SQL to ensure that all underlying data issues addressed.
•Identified and appropriately resolved prior to actual Internal Non-Interest Expense (INIE) production.
•Ensured data conformed to current hierarchy flagging any deviations prior to reporting results.
•Automated reporting requirements for senior leadership regarding cost overruns and orphan account statistics.
•Owned processes supporting fixed dollar allocations/volume correction adjustments in both production and testing for TOG (Technology Operations Group).
•Supported LOB INIE (Internal Non-Interest Expense) volume capture feeds used in the processing for actuals, plan and outlook.
•Documented processes for future employees to learn.
Grant Thornton LLP, Charlotte, NC Jan 2012 – Aug 2014
Finance Manager – Carolinas (Charlotte, NC - Raleigh, NC and Columbia, SC)
Global Audit, Tax and Advisory firm
•Financial Analysis using advanced Excel formulas to include v-lookups, pivot tables, conditional formatting, etc… Built in specific check balances to ensure only the highest quality findings. Compare actual results to plan and budget.
•Trusted advisor to senior leadership including primary financial reporting support to the southeast audit practice lead (APL), tax
•practice lead (TPL) and advisory practice leads (ADVPL), as well as the office managing partner (OMP).
•Manage monthly and annual planning and forecasting processes for the Carolinas office of $57 million in net revenues.
•Support 27 partners reporting and data needs across all service lines within the Carolinas using Essbase.
•Reconciled data from various systems on a monthly basis to ensure consistency. Automated many manual functions to further
•reduce opportunity for human errors. Documented and mapped procedures to ensure consistent approach.
•Monitored engagement performance and partnered with client teams where necessary regarding economics,
•billing and collection.
•Presented business findings through PowerPoint in online and personal spaces
Sonic Automotive, Charlotte, NC Jan 2011 – Dec 2012
Senior Financial Analyst
US Automotive Retailer owning approximately 110 dealerships
•Month end and quarterly reporting – Essbase. Validated output from various cubes prior to production environment.
•Daily KPI reporting and analysis to determine dealerships which need intra-month management attention
•Partnered with IT in deconstructing and documenting Excel formulas as part of a transition to MicroStrategy
•Utilized Excel to mine and automate reporting on large data sets building in various check figures throughout.
Protiviti Inc, Chicago, IL Apr 2004 – Dec 2010
Finance Manager (FP&A)
Global business consulting and professional services firm
•Managed quarterly and annual planning and forecasting processes of $60 million annualized revenue.
•Facilitated discussions between the various Managing Directors regarding revenue and margin projections.
•Lead quarter close revenue recognition process for 350+ projects
•Oversee the analysis of expense auditing and compliance activities utilizing advanced Excel and Essbase platforms.
•Project management leadership on improving training and communication channels between the field and operations groups;
•develop and implement recommendations and create training modules for national usage.
•Ad-hoc reporting through Essbase, Hyperion and Excel to forecast and explain business variances and trends .
•Monitor GM% and Standard Costs and manage policies to keep each within acceptable norms utilizing Essbase.
•Strong organizational skills with the ability to manage multiple projects simultaneously while meeting deadlines.
EDUCATION
•Illinois State University, Normal, IL - Bachelor of Science in Finance (Cum Laude Graduate). Series 65 licensed (Registered Investment Advisor)
SOFTWARE SKILLS & CERTIFICATIONS
•Certified Internal Auditor (CIA)
•Successfully passed Series 7, 63, 65, 3 examinations.
•Solid re-engineering of processes based on the strategic objectives of groups or departments
•Experienced management of various project teams to identify improvement opportunities and develop processes.
•Effective communication in both verbal and in written formats
•Skilled in the coordination of several parties from dissimilar functional areas with optimal results.
•Mentoring: specifically helping people of all career levels maximize their development opportunities.
Contact this candidate