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Detail-oriented professional eager to contribute 10+ years of professional experience to a challenging Data Analyst role.
Profile of Qualifications
Recognized for the ability to successfully compile and analyze large quantities of data within fast-paced environments throughout various industries.
Proven track record of rapidly learning new concepts and adapting to new processes.
Skilled in mining unstructured datasets to surface key trends and insights.
Strong project management abilities with a proven ability to steer projects to an on-time completion.
Rigorous attention to detail with extensive experience defining operational processes.
Experienced in maintaining data integrity and managing security reference data for large organizations.
Dynamic interpersonal communication skills, key to simplifying complex concepts and relaying pertinent information to appropriate parties.
Regarded for the ability to collaborate with multiple departments to streamline existing processes and increase efficiency throughout all operations.
Experienced in conducting in-depth analysis and developing innovative solutions to boost performance.
Demonstrated proficiency in SQL.
Key Areas of Expertise
Data Analysis Analytical Problem-Solving Bloomberg & Intralinks |
SQL Attention to Detail Debt Domain & Sundtrak |
Project Management UAT Testing JPM Pricing Direct
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Professional Synopsis
TCW, Los Angeles, CA 2015-Present
Senior Data Management Analyst
Global asset management firm managing a broad range of products across fixed income, equities, emerging markets and alternative investments.
Leverage strong organizational abilities to maintain utmost data integrity and setup security reference data for 14,000 assets and 2,100 issuers.
Successfully create detailed documentation for manual and month end processes.
Conduct in-depth root cause analysis and implement innovative solutions to resolve trade issues.
Collaborate extensively with business units to improve existing processes; sourced and cleansed data to reduce compliance exceptions from 14,000 to 600 breaks.
Contribute extensively to implementation of proprietary application to automate security master data checks; ported 7 start of day reports into 83 SQL queries and I wrote 135 intraday quality and intraday tolerance checks via SQL queries
Strategic Development Solutions Group, Los Angeles, CA 2015
Financial Analyst
Consulting firm providing assistance to organizations seeking to utilize the New Market Tax Credit Program.
Utilized excellent analysis and organizational skills to contribute to various projects, including optimization of Community Investment Impacts System (CIIS) and Community Development Entity (CDE).
Used strong SQL skills to streamline monthly close, reporting and forecasting processes.
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AlphaSights & Western Asset Management Company, Los Angeles, CA 2014-2015
Independent Contractor
Leveraged industry expertise to provide highly effective consulting on market trends, systems workflow and best practices.
Ares Management L.P. / SS&C GlobeOp, Los Angeles, CA 2009-2014
Senior Associate, Data Management (2010-2014)
Leading independent provider of cloud-based fund administration services and software for the alternative investment industry.
Utilized strong leadership skills to train and manage 7 team members responsible for maintaining utmost data integrity and developing security reference data.
Successfully maintained multiple databases and optimized system flow.
Collaborated extensively with internal stakeholders and vendors to develop innovative strategies to increase efficiency and facilitate restructurings.
Strategically modeled and priced illiquid non-performing collateralized loans.
Cash Management Analyst (2010)
Fulfilled key analysis role responsible for modeling cash flow projections, generating detailed reports and authoring procedures.
Consultant, Performance & Analytics (2009-2010)
Used a strong attention to detail to thoroughly review existing processes and implement strategies to increase efficiency.
KPMG LLP (Formerly Rothstein, Kass & Company P.C.), Beverly Hills, CA 2007-2009
Staff Accountant II
Global professional services firm providing audit, tax and advisory services.
Maintained quality control throughout all operations while overseeing 6 team members.
Education & Professional Development
Bachelor of Business Administration in Accounting, California State University, Los Angeles, CA; 2007
Certified Public Accountant; Inactive
IBTraining.com Financial Modeling Course
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