SUMMARY:

• Have 12+ years of experience with 5+ years as Data Analyst skilled in Data Extraction, Manipulation, Reports generation, and Data Analysis using Statistical techniques in a fast - paced environment. Advanced proficiency in all aspects of Excel. Experienced in preparing detailed documents and reports while managing complex internal and external data analysis responsibilities.
• Experienced Financial Professional, with an expertise in Data Analysis, Outcomes/Decision Analysis, relationship development and time management.
• Recognized for proficiency in data analysis, quantitative and qualitative analytics, and business reporting. Hands-on experience using data visualization to tell compelling stories.
• Strong presentation skills, with the ability to leverage data and analytics to influence decision. Results and deliverables oriented with the ability to effectively take direction and self-manage.
• Motivated to work individually and as part of a team; Worked effectively with unstructured teams, situations, or environments.
• Excellent oral and written communication skills, attention to detail, ability to multi-task, as well as organizational and interpersonal skills to validate own work.
• Expertise in MS Office, specialist in MS Excel (working with functions such as Pivot Tables, VLOOKUP), Tableau, MS Access with experience in analyzing corporate financial records and statements to identify potential investment opportunities and isolate potential problems.
• Identified and defined new process improvement opportunities, by writing user stories and case studies.
• Awarded as top performer by senior management for four consecutive years maintaining potent relationship with High turnover corporates.

TECHNICAL SKILLS:

Project Development/Management: Agile, Waterfall model, MS Office, MS-PowerPoint, MS-Visio, Advance Excel, MS-ProjectCollaboration Tools TFS (Microsoft Team Foundation Server), SharePoint. SAP-Business Objects, SFDC, Tableau. Cisco internal tools (MBR / SAVM/ CCW/ One Cat / Customer registry /uCRM).

Vendor Source Knowledge: - Morning Star / Bloomberg / Fact set/ Apex / S&P Bank Loans / Interactive Data Corporation (IDC).

Software/Financial Software: SFDC / SAP-BO / Business Analysis, SQL (Basic)/ Tableau /Advance EXCEL.

Operating Systems: Windows.

PROFESSIONAL EXPERIENCE:

Confidential

DATA ANALYST

Responsibilities:

• Analyzed the different datasets such as Deals from SFDC, Quotes and Sales Orders from CCW, POS Transactions, Ownership, Account Level Coverage in SAVM and Sales Bookings from SAP BO for root cause determination.
• Validated customer account information at the point of Sales crediting claims against the Global Business Rules such as Service Order Allocation, RMA & De-books, and Country to Geo Region Mapping etc defined in Oracle Territory Manager and SAVM established Business Rules.
• Resolved conflict requests within established Service Level Agreement (SLA).
• Conducted root cause analysis to determine failures in automated sales crediting and performed SAVM maintenance to correct errors.
• Experienced in preparing detailed documents and reports while managing complex internal and external data analysis responsibilities.
• Worked closely with Global Support Account Managers to prioritize business and customer needs and provide customer reports that are accurate and timely.
• Sales Crediting & Claims Management by using Global Claiming Tool (GCT) and Unified Customer
• Relationship Management (uCRM) to process Product and Services claims (Tier 1, Tier 2, Acquisitions Managed Services, Global Accounts, Multinationals, Xaas orders, Stock, Cloud, Microsoft, etc.).
• Resolved data issues within the areas of Sales Territory Management, Sales Account View Manager (SAVM), Customer Validation (CV), and Sales Crediting & Claims Management with 100% accuracy.
• Collaborated with DQM for holistic approach to territory management in order to ensure all Customer Service Central (CSC) IDs map between Salesforce.com (SFDC) and SAVM.
• Worked directly with distributors during research and processing of Tier-1, Tier-2 and Tier-3 Sales Orders.

Confidential, Raleigh, NC

Security & Fixed Income Research Analyst

Responsibilities:

• Maintained securities database for fixed income and equity data of publically traded and issued securities across the world.
• Researched extensively on corporate actions, pricing, global security identifiers, data processing, operations management and financial services.
• Worked closely with various teams and vendors, including management, programmers and database designers to resolve any issues that arise.
• Handled queries related to securities (Fixed Income and Equity), for vendors and product owners.
• Worked closely with global team, adding value to the content by ensuring the highest possible levels of data quality, timeliness and completeness.
• Responsible for driving production process and content improvements: - Evaluating data and making decisions and recommendations to improve the quality of the securities data.
• Actively designed and implemented new functionality to further enhance the usability of the securities data.
• Maintained all aspects of global securities database including identifiers, pricing, tickers and corporate actions.
• Matched the securities data to other internal data sets and products to deepen out preexisting data points.
• Validated business requirements by assessing user requirements; collaborating with other stakeholders and produce detailed level requirement document.
• Acquired data from multiple data sources, Identify, analyze, and interpret trends or patterns in collected data.

Confidential, Morrisville, NC

Database Analyst

Responsibilities:

• Maintained student files and confidential records.
• Created of custom reports utilizing Excel and MS Access data base.
• Provided relevant data, information, and back-up support materials to assist management with day to day operations and responsible for tracking a variety of student data using Access data base system.

Confidential, Tempe

Database Analyst

Responsibilities:

• Managed data entry, data auditing, creating data reports & monitoring all data for accuracy.
• Responsible for generating analysis reports on customer’s inquiries, complaints, billing questions and payment extension/service requests for Verizon Financial Services.
• Analyzed the customer database to identify the common raised issues and major problem causing issues.
• Monitored the automated loading processes. Advising on the suitability of methodologies and suggesting improvements.

Confidential, Chandler, AZ

Financial Analyst

Responsibilities:

• Analyzed and monitored Raw Financial Data for accuracy regarding the loan application, and prepared reports according to Governance, auditing standards and drawing conclusions regarding client profiles.
• Filed client statements, correspondence, Agreements, Client Management agreements.
• Managed Clients requirement forms, PCI Compliance related documentation for audit purposes.

Confidential

Portfolio Manager Corporate

Responsibilities:

• Analyzed financial data from various data sources and generated reports for corporate client’s to aid in tracking investment efficiency and effectiveness and maintained corporate client’s investment portfolio and regularly updating them about the investment status.
• Compiled and summarized client’s investment information data to present it to management as necessary.
• Led a team of three in investment product sales and delivery of customer relationship management techniques and ensuring that the team meets the set targets.
• Prepare meeting materials; generate research materials - proprietary, economic commentary, as needed for client and prospect meetings.