Accomplished Analyst with 25+ Years Experience

Pressley Smith 941-***-**** *************@*****.***

Social Networks;

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SUMMARY

An analyst with over 25 years demonstrated analytical experience in diverse roles in financial services.

WORK EXPERIENCE

PSHomeSolutionsLLC Certified Private Money Broker/Investor 5/2024 to present.

Secure funding for investors for fix/flip and renovations. Offer Private lending for EMD and gap funding.

TJX Cashier 5/2022 to 10/2023

Retail sales. Merchandising. Merchandise returns. Cash and credit receipts and disbursements.

LYFT Driver 8/2021 to 10/2022

Provide transportation to passengers as requested.

Mobile Technologies Inc. Merchandiser 7/2021 to present

Assemble and remove display of mobile technologies signage and display equipment like cell phones and TVs.

Village on the Isle. Security guard 3/2021 to 7/2021

Patrol grounds for secured buildings. Protect safety of residents. Assistant residents with minor issues during low staff on weekends. Main entrance guard house to check-in visitors

Lowe’s Home Improvement Stores cashier 12/2019 to 6/2021

Cashier to check out customer merchandise. Cash management and retail business practices.

Dept. of Commerce - US Census enumerator 6/2020 to 10/2020

Collected census information from households in geographic area.

Goodwill-Rialto of Manasota merchandiser 9/2019 to 12/2019

Merchandising goods on the display floor. Replenishing stock and swapping out outdated stock for returns.

21st Century Oncology Report analyst 5/2019 to 8/2019

Design and develop reports based on management requests. This required obtaining data from corporate data-stores via SQL and presenting results in management tools which included Excel.

Anderson Merchandisers merchandiser 2/2019 to 5/2019

Organize merchandise on vendor shelves. Work with target company - Walmart.

Wells Fargo Company Data Analyst 11/30/2017 to 12/13/2018

Enterprise MetaData security Apex Systems

1. Added applications data into the Ab Initio MetaData hub. Check changesets for correct imports. Tested data from third party development.

Bank of America Data Analyst 7/11/2016 to 8/17/2017

Enterprise Independent Testing/Capacity Planning NTT Data Services

1. Participated with Agile/Rally development to work with programmers in concept development of SAS VA calculators for EIT that will eventually replace Excel calculators. Provided technical documentation including flowcharts and logic diagrams. Assisted analysts with improving the efficiency and accuracy of Excel calculators used in EIT. Creating Tableau reports.

Bank of America Data Analyst 4/1/2016 to 7/11/2017

Centralized Regulatory Reporting NTT Data Services

1. Conducted data mappings from regulatory reports instructions. Documented Regulatory report requirements. Compared current data used reporting between quarters. Identified and documented gaps. Compared current data sources with target ADS data sources. Developed mapping documents with data lineage from source (minus one hop back) to target. Identified key business elements (KBE’s) required to produce the report. Reviewed and documented the current report creation process. Analyzed manual data providers (MDP) quarter over quarter (QoQ) data variance.

Wells Fargo Company Consultant 1/2016 to 5/2016

Wholesale Finance Matrix Resources

1. Using VBA to automate repetitive and systematic manual tasks. Develop a prototype for customer design.

Bank of America Consultant 6/2015 to 11/2015

Enterprise Credit Risk Consultant Insight Global

1. Analyzed End-to-End data lineage using MetaCenter tool.

2. Documented data lineage and thresholds based on ranges of data using SQL queries and MetaCenter tool.

3. Recorded lineage thresholds on Excel workbooks and documented lineage graphically using MS Visio.

McKesson Enterprise Information Systems Technical Consultant 7/2012 to 5/2015

1. Trained customers to upgrade Paragon with SQL jobs, supporting functions with stored procedures and other database projects via remote WebEx sessions.

2. Led Meaningful Use Technical team for Truven Analytics and Microsoft BizTalk to set up Clinical Decision support rules within Paragon for business logic. Installed over 200 customer sites on short deadline while providing support with existing customers. Trained customers via remote WebEx on future upgrades.

3. Developed SQL Server scripts to support and upgrade Paragon products at customer sites remotely using SQL Server stored procedures and custom scripts.

4. Converted Patient Health Info (PHI) from legacy systems to Paragon database using bulk insert (BCP) from legacy systems via flat file inputs to Paragon SQL Server database. Performed error checks on databases, migrated data as necessary, also modified triggers, checked constraints and stored procedures if required.

5. Setup and install SSIS packages for new installations and upgrades, including server settings and permissions.

Wells Fargo Company Data Analyst 5/2011 to 5/2012

Data Archiving Project TEK systems

1. Document and reverse engineered DB2/Oracle/SQL server databases using ERWIN to archive legacy applications.

Data Analyst Database User Registration Project TEK systems

2. Deployed a Database User Interface web tool for provisioning IDs (DB UI) to all EDM production and Business users.

3. Continuity Program (BCP) databases and SQL Server instances to facilitate collection of required information prior to loading into the Account (ID) Certification Tracking system (ACT).

4. Incorporated all EDM Oracle databases and SQL servers into User Interface (UI) tool within 6 months term of contract. This allowed the Data Security team to provision IDs for these items and more importantly to reduce risk to EDM the items not certified.

Duke Energy Corporation Data Analyst 6/2010 to 12/2010

Corporate Finance TEK Systems

1. Provided MSRS reporting support to corporate financial users by troubleshooting and developing MSRS reports generated from large Oracle or MSSQL datasets.

2. Troubleshoot issues with reporting and provide solutions.

3. Setup and used Oracle and MSSQL client access to multiple large databases in multiple environments.

4. Used Change-man for code management of MSRS report code between TEST, DEV, QA and PROD environments.

5. Used Visual Studio BIDS 2005/2008 to either design new or troubleshoot existing MSRS reports. Used MS SMS 2005/2008 for building and testing MSSQL SQL queries.

6. Provided on-call MSRS reporting support for FINANCIAL reports.

Wells Fargo Company Management Metrics Analyst 4/2009 to 5/2010

Credit Risk Management

1. Developed monthly production reports for Capital Markets, Investor Relations, and Regulatory OCC.

2. Developed multi-join queries and embedded SAS statements across large databases – SQL Server, DB2, Oracle, UNIX data marts to build credit risk datasets using PUTTY to send secure data to third party government consolidator.

3. Maintained monthly SAS application to collect data from SQL databases, to transform output to OCC dataset requirements and to transmitted via third party to the OCC.

4. Provided SQL and SAS datasets to Risk Management teams and developed a method to transfer data between firewalls.

5. Developed monthly production reports for Capital Markets, Investor Relations, and Regulatory OCC. Used query skills across large databases – SQL Server, DB2, Oracle, UNIX Datamart’s.

6. Allocated mainframe datasets and FTPed data to/from mainframe datasets for address correction.

7. Designed and developed a SAS application to automate collection of loss data from Excel sheets to build Losses cumulative dataset – loss data was based on corporate GL sections.

8. Developed a SAS application to combine several datasets and to provide department dataset for Zone Risk Segmentation report

Wachovia Bank Senior Reporting Analyst 7/2006 to 3/2009

Wholesale Ops

1. Designed and developed a Lock Restriction Application in MS-Access: (a) for allowing field managers to perform loan broker lock assignments and (b) for administrative personnel to manage broker status changes.

2. Processed Broker Score Card Reporting each month which produced following results by using SSIS to collect data from ESSBASE and other data-warehouses and report to Secondary Marketing department:

3. Performed monthly production of wholesale mortgage sales and management data for reporting to field management

4. Converted reports from MS-Access used by Credit Swap Confirmations department to SQL Server and SSRS reports to achieve enterprise standards of data backup, security and reliability. Identified failures with MS-Access reporting system and developed specifications for SSRS reports used to submit Federal Credit reports.

EDUCATION

Grant Cardone 10X Business Development

Cogo Capital Certified Private Money Broker

University of Kentucky B.S. Electrical Engineering

SYSTEMS AND SKILLS

Systems – Windows Server 2012/2008R2, standalone and active/passive clusters. Windows 10, 8, 7 clients. AIX-Unix.

Databases – SQL Server 2012/2008, Microsoft Access, Oracle, Teradata, Aginity, Ab Initio Metadata repository

Productivity – Microsoft 2010 Office (Excel, Word, Outlook, PowerPoint), Communicator, WebEx, Visio, Project, Snap-It, Adobe PDF Creator, remote VPN computing via CISCO secure services, CA Erwin data modeling, SAS development and reporting, social media: Linked-In, Facebook, Twitter

Development/Programming – Visual Studio 2010/2008-VisualBasic.Net, VBA, Toad, PLSQL,T-SQL, XML, ASP (Active Server Pages), VBScript, LDAP query, AD Active Directory tools, SAS, Python

Other – BizTalk 2013/2010, Microsoft Team Foundation Server, SharePoint 2010 Administrator, PowerShell, Agile/Rally, Tableau

Microsoft SQL Server client/server tools – SSMS (Management Studio), ETL using SSIS (Integration Services), and SSRS (Reporting Services)

Jan2021

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