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Skills

  • MS Office
  • Project organization
  • Organization
  • Data extraction automation
  • Communications
  • Operational improvement
  • Technical issues analysis
  • Automated report generation
  • Staff education and training
  • Technical documents comprehension

Work Experiences

  • Communicated detailed findings from variance analysis.
  • Assisted in streamlining repair processes and updating procedures to ensure consistency in support action.
  • Collaborated with marketing on reporting tools.
  • Worked closely with Tableau and HubSpot users to provide solutions to operations issues via phone, email, live chat, and web teleconference.
  • Achieved a 27% reduction in reporting discrepancies.
  • Analyzed and communicated variance drivers attributed to monthly asset quality changes, resulting in a 25% reduction in reporting discrepancies.
  • Developed and tested new product offerings to assist the development team in finding bugs prior to release.
  • Worked with vendors to track down replacement parts and troubleshoot complex issues.
  • Used data analysis and quality assurance to maintain servers and systems, ensuring that networks remained fully operational during peak periods.
  • Built customized dashboards.

Summaries

  • Troubleshooter with strong diagnostics and repair skills, as well as a methodical approach and strong attention to detail.
  • Excellent vendor management and risk assessment knowledge.
  • Supporting hardware and software issues for procedure computer systems is a skillful Investor Reporting Analyst.
  • Adept at building customized dashboards.
  • Clear understanding of stakeholder engagement and quality assurance as well as budget management training.
  • Effectively troubleshoots and resolves issues on its own.
  • Achieved improvements through automation and process enhancements.
  • Recognized on a regular basis for outstanding performance and contributions to the Computers Software industry's success.
  • Adaptable and highly organized analyst.
  • Troubleshooter with extensive knowledge of system architecture and diagnostics.

Accomplishments

  • Reduced reporting errors by 54% through the implementation of process automation using QuickBooks.
  • Worked directly with institutional investors to resolve report discrepancies, maintaining a 33% retention rate.
  • Conducted root cause analysis on reporting discrepancies and instituted preventive measures that cut report errors by 53%.
  • Mentored new team members in investor reporting techniques and compliance protocols, reducing onboarding time by 17 weeks.
  • Coordinated with compliance teams to review and adjust disclosures for investor reports, resulting in 6% less errors in 2023.
  • Routinely updated investor report templates to adhere to changing compliance guidelines, reducing amendment frequency by 42%.
  • Presented monthly performance and variance reports to stakeholders, influencing strategic investment decisions that resulted in 7% ROI.
  • Successfully standardized reporting processes across 11 departments, increasing consistency in investor communications.
  • Collaborated with a cross-functional team of 9 in developing new investor reporting guidelines that improved reporting accuracy by 47% over three years.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Affiliations

  • Investment Management Association (IMA), Analyst Division
  • Affiliate Member, Mortgage Bankers Association (MBA)
  • Jaycees
  • Member, Financial Services Forum (FSF) – Annual 2023 Meeting
  • American Society of Safety Professionals
  • Financial Planning Association (FPA) - Active 2019 Participant
  • Affiliate, CFA Society Raleigh Regional Member
  • Active Affiliate, International Association of Business Analysts (IIBA) - Financial Sector
  • Chartered Financial Analyst (CFA) Institute, procedure Candidate
  • Volunteer, Columbus Angel Investor Group – Reporting Committee

Certifications

  • Certified Investment Management Analyst (CIMA)
  • First Aid/CPR Certified
  • CompTIA Security+
  • Certified Regulatory Compliance Manager (CRCM) by Northwind
  • Advanced Financial Reporting Certification by Harbor & Co.
  • Project Management Professional (PMP)
  • Lean Six Sigma Green Belt by Harbor & Co.
  • Certified Fraud Examiner (CFE) by Meridian
  • Certified Business Analysis Professional (CBAP)
  • Chartered Financial Analyst (CFA) - Level 1/2/3

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