Greater Richmond Region
Over 30 years of experience in reporting & analytics in both banking and manufacturing firms with a keen ability to answer questions from senior management using data querying tools and subject matter expertise.
I worked with various teams to gather data from disparate company databases to deliver the most accurate and timely reporting/analysis to the business for decision making and forecasting. This information was related mainly to individual advisor performance reporting as well as assets under management analysis. Being a key subject matter expert in Private Wealth Management, I was able to answer a wide variety of questions from management along with providing continued guidance to teams that produce and automate a significant amount and variety of reporting & analytics.
As part of the Finance department, I was on a small team that coordinated the annual revenue planning process & quarterly re-forecasts and developed a database application to perform volume, price and exchange analysis on sales & margins. I also created a database to report monthly headquarter expense variances by department and account. Preparation of monthly financial statements, ad hoc reporting and inventory audits of manufacturing plants were also parts of this role.
In a data warehousing project for the Collections/Recovery department, I led the effort and acted as a liaison between management and database administration in developing productivity reports. I also provided key statistic reports to senior management and analyzed the portfolio’s delinquencies and charge-offs.