Senior Data Analyst - BI, SQL, Excel Automation

William S Yeb

Grand Ledge, Michigan *****

301-***-**** **************@*****.***

PROFESSIONAL SUMMARY

Experience data analytics professional with a strong background in financial analysis, data reconciliation, business intelligence, and process improvement. Advanced proficiency in Microsoft Excel and Power Query, with experience using SQL, Microsoft Access, Power BI, and enterprise database system to analyze complex datasets, automate reporting processes, and improve data accuracy. Proven ability to identify financial discrepancies, investigate root causes, and develop automate templates, databases, and dashboards that support business decisions and operational efficiency. Experienced in analyzing revenue, payments, and account performance while collaborating with IT, Finance, customers, and senior management to resolve complex problems. Hold a Master of Science in Technology Management and Bachelor’s degrees in Mathematics and Accountancy.

PROFESSIONAL EXPERIENCE

RXO, Inc. – Marietta, Georgia

Senior Data Analyst – June 2018 – July 2026

Promoted from Data Analyst to Senior Data Analyst within three months in recognition of strong analytical performance, rapid learning, and consistent work quality.

Trained new team members on department processes, data analysis procedures, and account-specific workflows, helping new employees become productive and maintain accurate work.

LG Electronics account

Managed LG Electronics invoice data to ensure accurate and timely payment processing.

Developed an Excel-based upload template during the first week of managing the LG Electronics account to streamline failed-invoice processing and improve data accuracy.

Leveraged Excel to automate the transfer of raw invoice data into the required upload format, reducing manual data entry and improving processing efficiency.

Identified incorrect Load IDs in a 214 file that caused approximately 4,000 invoices to fail during the 210 process, putting approximately $800,000 in revenue at risk.

Facilitated collaboration with IT and Finance to communicate the issue, identify the root cause, and coordinate a resolution.

Contacted LG Electronics to obtain the correct Load IDs and processed failed invoices through the Excel upload template.

Used the improved process to help expedite payment processing and reduce the risk of significant payment delays.

Home Depot account

Managed the Home Depot account, ensuring accurate invoice processing through EDI and timely payments.

Identified approximately $1.6 million in invoice discrepancies in 2020 and collaborated with IT to investigate and correct the issues.

Leveraged Excel and Power Query to develop an automated template that extracted and organized payments by market from Home Depot remittance data, providing Finance with accurate payment information.

Built a database to track Home Depot-approved RXO services and support accurate invoice processing and payment reconciliation.

Developed a dashboard for senior management displaying approved revenue, payments, and denied revenue, providing visibility into account performance.

Investigated incorrect payment denials with Home Depot and provided documentation of completed services to support payment recovery.

Identified missed payments for plumbing services in 2024 caused by errors in Home Depot’s system and worked with Home Depot to resolve discrepancies and recover outstanding payments.

Processed weekly invoices for data that failed in the 210 process and imported credits into Home Depot’s template for duplicate payments and insurance-related payments.

IBX-Alpharetta, GA

Senior Data Analyst - May 2017- December 2017

Built automated templates to gather rates and plan designs from insurance carriers, enabling clients to compare options and select plans that best met their needs.

Hanger, Inc. – Rockville, Maryland

Senior Data Analyst – January 2006 – December 2016

Reconciled large volumes of database records to ensure client names were accurate, consistently formatted, and unique, improving data quality and reliability.

Prepared and maintained data used to build monthly, quarterly, and annual revenue dashboards, providing management with visibility into business performance.

Analyzed client data to identify market trends and developed statistical reports to support business analysis and decision-making.

Managed data for major insurance clients, including UnitedHealthcare, Anthem, and other large insurance carriers.

Bostonian Group, Boston, Massachusetts

Senior Underwriter – January 2003 – December 2005

Evaluated group healthcare benefit plans and recommended benefit options that maximized value and met client needs.

Analyzed plan designs and coverage options to help clients select competitive and cost-effective healthcare benefits.

Education

Master of Science – Technology Management – University of Phoenix Online – AZ

Bachelor of Science – Mathematics – Roosevelt University – Chicago, IL

Bachelor of Arts: Accountancy – North Central College – Naperville, IL

Contact this candidate