SUMMARY:

A highly - motivated and polished professional with more than 6 years of experience in business data analysis, process improvement, financial analysis, Excel analysis, & SQL, VBA and Tableau Development. Known among colleagues and managers for being creative and innovative in handling business challenges; cutting down weeks from work flow process, and adding useful analytical features without compromising accuracy. Accustomed to working in a team with high profile individuals.

EXPERTISE IN:

• Data analysis
• Advanced Excel
• Strong VBA
• Quantitative analysis
• Advanced Tableau
• Problem Solving
• Financial planning & analysis
• Advanced Business Objects
• Statistical analysis

TECHNICAL PROFICIENCY:

MS Excel (VB Macros, Pivot Tables, Lookups, Formulas, Shortcuts), Access, PowerPoint, Word, Outlook, STATA, Eviews, Relational Database, Dimensional Database, SQL, SDLC, SEO, SEM, Tableau, Python, Business Objects, GNIP, Agile method

PROFESSIONAL EXPERIENCE:

Data Analytics/Tableau & VBA Developer

Confidential, Jersey City, NJ

Responsibilities:

• Design data dashboards, data warehouse, and department-wide business process management (BPM) tools.
• Perform data analytics, modeling, troubleshooting models using SQL, VBA macros and Tableau.
• Lead Tableau implementation and BPM implementation projects.
• Carry out PoC projects and produced research papers on robotic process automation, machine learning, and blockchain as part of digital innovation working group.
• Incubate ideas, design and lead a team of 3 for department wide BPM tool implementation project using SQL and VBA Macros; a tool used by more than 50 employees
• Work with department heads, directors and managers for Tableau adoption and final implementation, from presenting/promoting ideas and soliciting buy-ins to designing dashboards

Senior Data Analyst

Confidential, New York, NY

Responsibilities:

• Perform data checking, analyzing, organizing, visualization and clarification using advance excel skills,
• RDB knowledge and write vba macros to automate processes.
• Provide data structures and organization consultation to the team. Set up standards and processes in the startup company to pave ways for the later joiners to the team.
• Mentor other analysts; training internal tools, and data concepts
• Add value by consulting decision makers and developers in improving products, user interfaces, data organizations, and data algorithms with attention to detail and intellectual curiosity

Data Analytics and Financial Modeling

Confidential, Westchester, NY

Responsibilities:

• Act as a liaison between IT, Data and business team and support SVP with market, trends and performance of different general offices.
• Provide knowledge and expertise in data preparation, advanced excel knowledge, SQL, data structure and process improvement technology.

Business Data Analyst/VBA Developer

Confidential, New Port, NJ

Responsibilities:

• Assist VP and global compliance team with analyzing data, performing process improvement, documenting processes, troubleshooting system errors, and UAT testing.
• Handled and used VBA objects, SQL, advanced Excel skills and relational database models to create interconnected systems among MS Access, Excel, Outlook and Word to streamline reporting, analyzing and data processing.
• Created custom functions in Excel using VBA.
• Led Business Objects UAT team, wrote test scripts and identified major issues.
• Used complex functions in Business Objects to generate dynamic automatic charts and reports.
• Created an innovative firm-wide global due diligence request system that cuts down time from hours to a few seconds for each person.
• Designed, from process planning to coding and putting together, a department wide innovative, robust, and integrated system among MS Excel, Outlook and Access. The system allows for reporting, data processing and storing, and data dispersing and is used by managers, analysts, and admins; in total about 300 employees.
• Became a lead power user of Business Objects in the team from a novice within a few months.
• Recognized and regarded among colleagues and managers as a SME on Excel, logic, formulas, and technology for being able to provide consistent innovative solutions that deliver efficient execution.

Financial Analyst

Confidential, New York, NY

Responsibilities:

• Performed business, sales and financial analysis to provide support for Director of Business Strategy and Sales Managers.
• Used advance Tableau functions and developed Tableau Dashboards, charts, graphs and maps for commercial strategies.
• Utilized relational and dimensional database models, SQL, advanced Excel skills, and VBA Macros to identify errors, streamline and prepare reports, and achieve departmental goals.
• Built financial models to forecast sales.
• Transformed two-people-a-few-months tasks into one-person-a-few-weeks tasks through innovation, creativity, and knowledge of VBA Macros and relational/dimensional database models.
• Added useful, professional looking tools and features to reports.

Financial Analyst

Confidential, New York, NY

Responsibilities:

• Provided consultation to COO and Director of Finance with creating month-end closing reports, 3-year projections, financial and data analysis, financial models and ad-hoc analyses.
• Successfully worked in a team with board members including Robert Sunshine (current Deputy Director of CBO), chairman of audit committee, COO, and other high profile members and delivered financial models that would affect how dues are collected from hundreds of synagogues all throughout the US.

Business Analyst/Project Manager

Confidential, New York, NY

Responsibilities:

• Performed business analysis, financial trend, forecasting and data analysis for process improvement and cost reduction.
• Created performance reports and presented to C-level management.
• Managed different projects improving customer service, marketing campaigns, sales performance and company-wide training.
• Projected sales revenue for company expansion to a new location, identifying key risk factors and investment viability.
• Initiated research enabling management to cut cost by $100k within a year.
• Promoted within a month from internship to full time position for quick execution, adaptability, and fast learning ability.