Hand-selected for this role by the manager specifically for my reputation with MS Excel & Pivot Tables. Generate reports including charts, graphs, pivot tables, slide shows, and flow charts. Managed existing operational reports and brought improvement to pursue efficiency and integrity by applying automating techniques like Access/SQL/VBA. Developed a Web database for online performance data using Oracle, MS SQL 7, HTML and Visual Basic. Recommend actions for process improvements to increase client and member satisfaction. Oracle SQL and PL/SQL Developer with Crystal Reports, Implementing a Data Warehouse with Microsoft SQL Server, Finance & Quantitative Modeling for Analysts, SSRS Reporting & T-SQL Combo with Real World Tricks 15+ Hrs, Relational Database Support for Data Warehouses. Verified data against source documents to ensure accuracy and completeness of entries. Participated in functional testing with the ability to design and develop comprehensive automated test strategy and test cases. Partner closely with TA Leadership and Management team to ensure accuracy of data. Generate call goal forecasts using SQL and statistical/historical data. Prepared financial statements and reports required by management. Created ad-hoc reports and researched data issues, and troubleshooting of code and data when issues arose. Scheduled the reports in COGNOS Connection and distributed them via mail. Assisted in the development and implementation of operational processes and procedures. Developed user defined functions and stored procedures using PL/SQL to fulfill business requirements. Audited and rendered investment performance reports for distribution to clients and marketing. Established the requirement elicitation, documentation and management processes ensuring business questions and identifying KPI definitions. Handled reporting to internal customers and clients as it related to quality. Scheduled ETL tasks to transfer data from mainframe to distributed systems with extensive unit and integration testing. Performed traffic analysis of raw data, gave analytical support to tactical, fleet and national consumers. Solved discrepancies on the Mark to Market reports through variance analysis. Check out these 6 essential skills to see if you have what it takes. Categorize customer feedback to various business units to help improve business performance and customer experience. Provide Ad-hoc reports and analysis as requested by Strategic Account Executive or client. Schedule and/or deliver reports based on the specified timetable (Daily, Weekly, Monthly) in a data warehouse environment. Data Analysis. Project Manager- Managed several special projects assigned by Directors or Vice Presidents of call center operations. Performed quality analysis of report data to ensure data integrity of remapped reports. Developed reports, data extracts, SQL queries, and tables in support of business process and business intelligence needs. Create and update reports in SQL Server Reporting Services (SSRS) and Microsoft Excel. Designed, managed, and implemented MS Access QA statistics display application that facilitated rapid management decisions. Focused on division assets in response to potential crisis areas and customer requirements. Executed SQL queries for business reporting needs and to assist with QA testing. Job Summary: Assisted the Senior Operations Manager in performance metrics analysis of 500+ E*TRADE Financial customer service representatives. Performed variance analysis and manual adjustments on behalf of the BU, at the BU and LE level. Facilitated management-level meetings and frequently created PowerPoint presentations to help aid in these discussions. Soft Skills Required for Business Analytics Roles. Therefore, communication is key to the business analyst … Collaborated across departments to establish a coherent understanding of data relating to dealer relations, audits, and financial statements. Provided ad-hoc reports as requested by utilizing numerous systems or developing MS Access applications providing retail financial results. Collaborated with Data Warehousing team developing ETL strategies. Data analysts may be required to report their conclusions to a team in a group setting, so public speaking and presentation are valuable skills as well. Look beyond KPIs and last month’s top … Analysts also utilize spreadsheet models, modeling techniques, and common investment analysis application as part of their toolkit to make informed financial decisions and investments. A common choice is a bachelor's degree program in computer science. Use of Microsoft Dynamics CRM to manage and execute service requests within a 48 hour service level agreement time limit. Establish new tracking and reporting system through Microsoft Excel to improve availability and accuracy of financial data. Create user interfaces for rating systems using platform tools. Develop and execute action-oriented analytical reports and presentations for internal Customers. Based on research I wrote specifications and built Excel prototypes of new reports for the new application. Monitor and respond to HRIS service request tickets and emails regarding PeopleSoft/HRIS data issues. Performed a detailed review of performance reports for accuracy, completeness and consistency. Help evaluate business processes, come up with alternatives for gaps where required, and engage Management as appropriate. Developed custom reporting solutions including standard reports and dashboards in Oracle EPM/Hyperion to support data needs for decision-making. The frequency of reporting will often vary from company to company, but could be daily, weekly, monthly, quarterly or yearly. Gathered, analyzed, and prepared daily, weekly and monthly KPI tracking, analysis, and reporting. Designed the functionality of the CRM to be better categorized for the CSR's. Created QA test scenarios to ensure technical objects to meet business specifications for the testing team. Documented CRM and BW Enhancements for distribution to Super Users. Supported IS reporting operational performance and improvement through reporting of relevant data and metrics. Write T-SQL code using try/catch in SQL server [ ] for error handling. Provided reports for internal business partners as well as external clients. They may also perform tasks like making posters, creating presentations, and printing out graphs. Conducted annual Disaster Recovery site testing to ensure site readiness. This category only includes cookies that ensures basic functionalities and security features of the website. Design and Implement new reports based on requirements gathered from end users. Collaborated with Clinical/QA staff to validate data collection and adherence with various requirements. Gathered new report requirements, and responded to client requests for ad-hoc reports. Developed monthly forecast and variance analysis reporting on labor and non-labor expenses. Reported delays or problems with shipments and worked closely with vendors to ensure accuracy of loads. Updated and maintained company's customer service procedure manuals to ensure accuracy of personnel overall performance. Produced monthly/quarterly performance reports reflecting investment strategies. Developed email blaster for cross-fictional department to ensure monthly statements will be sent out to external customers in a timely matter. Used Microsoft Excel to design Pivot tables with data extracted from ERP. Reconciled the Formulary General Ledger accounts on a monthly basis. Own the goal, budget, forecast, and variance analysis process for an $80M business. Additional Business Intelligence Skills . Gathered requirements from non-technical stakeholders to create and enhance reports using SSIS, SSRS, Excel and Access. Provided data analysis, development and deployment of BI applications. Worked closely with partners to successfully identify and fill intelligence gaps, which existed in the overall SIGINT strategy. Provide great customer service to internal business partners and vendors. Served as the go-to person for SSRS (SQL Server Reporting Services) report development and staff training on tool functionality. Assisted in coordinating bank's departmental planning process and prepared modifications after preliminary reviews. Assisted payment group with daily reporting and reduced open general ledger accounts. Build and updated reports in PeopleSoft Query Manager 8.49. The ability to forecast, plan, prioritize, rank and recognize financial problems are all qualities of an effective financial analyst. Assisted management and off shore team in improving department performance by providing training and ensuring adherence to departmental policies and procedures. Management process and coded logic in VBA and SQL for data manipulation, UNICA marketing! Revenue related items according to the general ledger reviewed general ledger insurance licensing data for and! Agreements ( SLA 's ) with business units to allow business units to help them obtain reports. Operational, reporting analyst actually needs in order to save hours each day in report reproduction for firm! Which existed in the quarterly process of restatement of historical data throughout various reporting databases and.. Improve customer service by listening to customers the dashboard design using new technology like and! 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