Data Analyst Financial Services

Yanny Liang

Wilmette, IL ***** 224-***-**** ***********@*****.***

Summary:

Passionate and dedicated professional with years of experience identifying efficiencies and problem areas within financial and data streams while communicating needs for projects. Adept at receiving and monitoring information from multiple data sources. Good ability to interact effectively with colleagues and clients. Proven track record of generating summary documents for management.

Industry Experience: Financial Services, Insurance, Accounting, Banking, Collections & Debt Buyer.

Skills:

•Heavy experience in excel to perform data transformation, financial/data modeling, analysis and reporting.

•Strong experience with BI tools for reporting and data visualization. Basic statisitcs and DAX formulas.

•Good understanding of writing Access and SQL queries to extract and manupulate data from databases.

•Detail-oriented and excellent organizational skills.

Work History:

The Bureaus, Inc. – Master Servicer for Accounts Receivable Portfolios/Collection Agency

Legal Data Analyst - 2023 to present

Continually create/enhance productivity, performance and cost analysis tools for outsourcing and legal firms. Develop system workflow to track activity and status of outsourced accounts. Produce monthly progress updates, audits and analysis of agency activity reports.

Handle new placements to and recall processes from collection agencies and law firms. Analyze multiple types of import/export data files, monitor automated processes, identify issues, fix system file errors and make suitable adjustments. Verify data accuracy through quality control reviews.

Build SQL and Access queries, manipulate excel power query and pivot tables, and develop BI financial metrics, charts and ad-hoc reports.

Process all legal agencies’ gross remits and court costs expenses systemically using Latitude/AIM software. Reconcile, automate and produce weekly and monthly financial reports.

Verify firms adherence to settlement authority and contact audits, and provide areas for improvement. Reconcile inventory and balances across multiple portfolios placed with firms.

Data Analyst - 07/2011 to 2022

Assisted in the organization’s efforts to continually improve and enhance the collections systems and performance.

Extracted and transformed new business data from the issuers and loaded into proprietary software Latitude system of records. Fixed import issues and validated data. Performed internal analysis on the new account information.

Reviewed monthly scrubbed files from third-party vendors and extracted the correct consumer information results. Created monthly CBR file and ensure the accuracy and integrity of all furnished information reported to the Consumer Credit Reporting Agencies.

Generated financial reports analyzing past, present and future bad debt placement strategies.

Analyzed large datasets to extract actionable insights that support business decision-making.

Assisted the IT department with various ad-hoc reporting as well as with creating and implementing processes and procedures.

United Equitable Group, Ltd. – Automobile Insurance and Premium Finance Company

Accountant/Analyst – 2001 to 2009

Prepared, recorded and analyzed general ledger entries. Performed bank account and general ledger account reconciliations.

Executed ACH and wire transfers of funds via online banking system to balance company’s daily cash position and ensured adequate liquidity. Monitored daily premium deposits, disbursements, and reverse position pay items for accuracy.

Assisted in month-end, quarter-end and year-end closings for financial statements preparation.

Processed computerized issued checks. Supported A/P, A/R, and report analysis functions.

Assisted with the compilation and review of annual audits with public auditors and state auditors.

CNO Financial Group - Financial Services

Actuarial Analyst, Premium Pricing/Product Implementation - 1998 to 2000

Completed testing rerate programs for Y2K compliant.

Assisted actuaries in maintaining and documenting premium rate information. Prepared project requests and source data for computer programmers, quality assurance/user acceptance testing proposal software’s used by company agents for marketing the new products.

Ran/debugged Query reports in AS400 database for re-rate process; quoted and billed premium, making sure enforced group policies get proper rate increase notifications based on constantly changing state rating laws.

Resolved billing cycle/handled consumer and Department of Insurance complaints about rate

Increases.

Bankers Life and Casualty Company

Financial Assistant, Treasury Services – 1989 to 1997

Provided services for all branch office, corporate and beneficiary accounts.

Prepared cash account reconciliations and financial reports for management.

Processed computerized issued checks, 1099’s, EFT, ACH and wire transfer.

Audited company asset listings from the custodian bank with the financial statement quarterly. Safekeeping of stock and bond investments. Produced long term and short term investment committee memos for executive/investment committee's approval.

Filing statutory deposits with the State Department of Insurance.

Education:

Various Data Analytic Professional Certificate Courses

Oakton Community College, 1986 to 1989 & 2000 to 2002 Accounting Certificate, Data Processing, Microsoft Office and Internet Technology.

St. Xavier College, India, 1984 - Bachelor of Commerce

Languages: English and Chinese Mandarin

Reference upon Request

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