Business Systems/data Consultant Resume
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Charlotte, NC
SUMMARY:
- Experience wif large data, financial operations, financial reporting, consulting, compliance/marketing and SQL query searches along wif AML/Securities/ Risk
- Over 5 years of Excel experience creating ad - hoc reports performing pivot tables, V-Lookups, macros, IF, concatenate and mathematical formulas
- Proficient in; LIQ, ClearPar, Vizio, Hogan, Salesforce, SharePoint, Excel, Power Point, Word, Access, Realm and Viewpoint SQL, Access, OAQ(Wires)
- Courses in managerial/cost accounting, principals of finance, marketing, business information systems, business communication and business policy
PROFESSIONAL EXPERIENCE:
Confidential, Charlotte, NC
Business Systems/Data Consultant
Responsibilities:
- SME for Metadata application (Collibra)
- Manage 17 LOBs application data via Sharepoint, Excel and Collibra
- On boarded users into application
- Trained new users how to navigate, report and research wifin teh tool
- Point of Contact for 17 LOB for Collibra related support issues
- Lead UAT testing for application enhancements
- Identified and recommended enhancements to improve workflow for LOBs
- Created detailed business specifications for recommended enhancements
- Create Ad-Hoc reports in Excel using Vlookups, Macros, IF Statements and nested logic formulas
- Created new hire user and guides for Metadata application
- Created queries in Microsoft Access to create templates
- Reviewed data accuracy and updated tool once a week wif new data
- Followed EDGC guidelines to ensure data quality
Confidential, Charlotte, NC
Capital Markets Operations Support Analyst
Responsibilities:
- Performed all business unit requests for loan activity: funding’s, pay downs, libor based interest, etc. and post entries wifin loan system(OAQ)(HOGAN)(REALM)
- Reviewed account accuracy in HOGAN and incoming wires in OAQ
- Sent large wires through OAQ wiring system wif a dual control process
- Reviewed client/BU spreadsheets to check for collateral/bank balances, interest rates, maturity date, remittance date, revolvers accuracy against Realm(system of records)
- Performed reconciliations of both cash and general ledger postings
- Kept teh business unit informed on any trades or prices that need attention for CRE/CMBS/RMBS
- Participated in UAT related to Commercial Mortgage Backed Securities and Residential Mortgage Backed Securities and Commercial Real Estate
- Weekly phone calls wif developers discussing application changes and improvements
- Recommended solutions to operational problems and suggest improvement to workflow
Confidential, Charlotte, NC
Quality Assurance Analyst
Responsibilities:
- Managed portfolio of 26 clients and performed callbacks for wire instructions
- Created daily trade balance report for leadership in Excel wif pivot tables, concatenate, IF statement and VLOOKUP
- Daily use of LoanIQ, Clear Par, Excel, Access, Word, PowerPoint
- Reviewed and processed domestic/international trades in ClearPar
- Processed commercial loans in Loan IQ
- Function as primary source of contact for teh borrower/lender or investor
- Reviewed documents uploaded in system to check for signatures, commitment amounts and a valid W-9 forms so trades can be settled in Clear Par and LoanIQ
- Collaborated wif Sellers and Lenders to close primary/secondary trade settlements
- Settled an average of 120 trades daily and financial reports
Confidential, Charlotte, NC
Billing Systems Analyst
Responsibilities:
- Evaluate system issues, correct or escalate as necessary
- Navigate ICOMS/SQL/Salesforce/Egnite to review residential and commercial accounts
- Work in live environment connecting/disconnecting/creating accounts in ICOMS
- Pull customer information from SQL Viewpoint to excel to retrieve customer information and updated ICOMS
- Create Ad hoc reports on Excel showing account information
Confidential, Charlotte, NC
Compliance Risk Consultant
Responsibilities:
- Evaluated teh accuracy and effectiveness of policies, procedures, processes, initiatives, product and internal controls
- Participated in testing engagements for multiple regulatory and operational risks impacting Wholesale Banking
- Drafted reports of findings and provide recommendations for LOB
- Assisted in consulting wif teh business to assist in developing corrective action plans
- And effectively managed change to ensure regulatory compliance
- Assisted wif site, agency or other examinations conducted by internal/external parties
- Maintained and create application matrix for every LOB in Excel
- Daily use of Excel and SharePoint
- Reviewed user access to applications to ensure they are wifin compliance guidelines
Confidential, Charlotte, NC
Freight and Bill Pay Analyst
Responsibilities:
- Made 30-50 outgoing calls per day to retrieve information for billing
- Ensure issues are addressed immediately and appropriate parties are informed for on-time and proper resolution
- Used Transflo, Pegasus, QuickView, Freight Optimizer
- Continuously seek out opportunities to improve current processes
- Audited carrier freight bills and Interpret tariffs and contracts
- Investigate and diagnose potential errors and duplicate carrier billing
Confidential, Charlotte, NC
Master Data Analyst
Responsibilities:
- Activated and inactivate products through FSENet
- Analyzed existing reports, dashboards, and applications/databases
- Compared data in Excel wif vlookups, IF functions, pivot charts
- Resolved issues by analyzing processing problems, recommending solutions
- Pulled source data from Oracle/Viewpoint SQL into Excel spreadsheet to update new/old products
- Created excel report on active/inactive/updated products
Confidential, Charlotte, NC
Accounting Administrator
Responsibilities:
- Entered monthly reconciliations of GL to accrual and prepayment reconciliations as well as master data
- Created monthly report for professional services billed on Excel
- Daily use of Excel and Oracle Accounting Package
- Created an average of invoices a month using an 3 point match process
Confidential, Charlotte, NC
Data Entry Clerk
Responsibilities:
- Used Microsoft Visio to create timelines and Gantt charts to track progress
- Compilied and verifyied data accuracy and performing other tasks as assigned.
- Compared data entered on Excel wif source files or documents
- Reviewed data errors and resolved inconsistencies on ExcelUsed Excel, pivot tables, Vlookups, and macros to organize equipment information
- Created remodeling report on Excel for HVAC/Boiler equipment wif pivot tables/chart