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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

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