Experience

Shamrock Trading Corporation

• United States
• Truck Transportation
• 500 - 600 Employee

• Business Intelligence - Team Lead

  • Nov 2023 - Present

• Senior Business Reporting Analyst

  • Nov 2022 - Nov 2023

• Business Reporting Analyst

  • Nov 2021 - Nov 2022



Yellow Logistics

• United States
• Truck Transportation
• 1 - 100 Employee

• Business Analyst

  • Feb 2021 - Nov 2021

  • Develop and implement management reports, dashboards, and ad-hoc analysis using SQL, Power BI, QuickBase, and Excel • Utilize general business acumen and the ability to analyze the transportation industry to provide business improvement recommendations • Lead interaction with business users and analyze user requirements to design, develop and produce actionable insight reporting • Present new reports and analysis to appropriate HNRY Logistics business units when necessary • Create new or modified reporting methods and procedures to improve data content, processes, and information • Contribute to process improvement by discovering data-driven insights • Assist in research efforts to identify and correct any discovered data source errors • Continually seek opportunities to increase operational efficiency via data analysis and reporting • Work closely with business stakeholders to provide data-driven insights and solutions, working to provide analysis through reporting metrics, trends, and data intelligence to support multiple business units • Use appropriate interpersonal styles to establish effective relationships with customers and internal partners Show less



National Advisors Trust Company

• United States
• Financial Services
• 1 - 100 Employee

• Trust Business Analyst

  • Dec 2019 - Feb 2021

  • Provide oversight and reporting on the adherence to policy and procedures• Track, monitor and provide metrics on statement processing, cash management, and various policies and procedures using various programs including Microsoft Access and Excel• Aggregate material needed for SOC audit from all areas of the company• Validate sample selection of administrative reviews for internal review• Present firm wide metrics on policy and procedure adherence• Aggregate material needed for SOC audit from all areas of the company Show less

• Trust Operations Specialist

  • Mar 2017 - Dec 2019

  Account Transition (May 2018 – December 2019)• Create Excel pivot tables to effectively track updates to daily team stats• Adeptly use Access Database to query data to find account coding issues and make corrections• Participate in and lead process improvement projects to create more efficient ways to process work• Demonstrated ability opening new accounts with minimal errors while complying with BSA/AML guidelines and creating and maintaining new account procedures• Assist in advisor firm conversions and de-conversions ensuring proper account coding using Excel STPlinks and Access Query DatabasesDistributions (December 2017 - May 2018)• Processed client distributions via check, wire and ACH• Generated advisor firm management fees in a timely mannerCash Management (March 2017- December 2017)• Competently used pivot tables to merge data from multiple sheets within Excel to create rolling 12-month visualizations to track incoming and outgoing wires and ACHs• Processed daily money market sweeps in client accounts, handling all money market trading and settlement activities with minimal errors- researching and resolving any discrepancies• Trained new employees on cash management functions• Created and maintained cash management procedures Show less



Commerce Bank

• United States
• Banking
• 700 & Above Employee

• Supervisor, Wholesale Lockbox

  • Dec 2014 - Mar 2017

  • Oversaw the daily operations of the lockbox area while managing 15 direct reports and 15 indirect reports • Ensured timely and accurate workflow of lockbox processing including end of day reports and procedures • Compiled data from multiple reports and resources to complete spreadsheets for monthly quality and production scorecards and annual reviews • Motivated staff to achieve individual and shift production and quality goals by recognizing and rewarding employees for accomplishments • Assisted in the successful training and development of all employees through regular trainings and one-on-one coaching sessions, providing timely, candid, and constructive performance feedback • Analyzed and resolved routine problems using experience and resources available Show less



Navy Federal Credit Union

• United States
• Financial Services
• 700 & Above Employee

• Supervisor, Branch Office

  • Nov 2007 - May 2014

  • Managed the daily operations of the branch while managing 12-18 direct reports • Ensured proper training of staff and compliance with federal regulations • Proficiently oversaw vault room operations, regularly audited paperwork, cash bags ATMs and teller cash dispensers. • Analyzed historical data to accurately order funds for branch on a weekly basis; use historical data to appropriately staff branch. • Instrumental member of the peer audit team, successfully auditing sister branches for adherence to policies and procedures. Show less